A segment in is a group of users who perform actions which are categorized as events. Events include user profile events, pre-defined events and custom events (which are integrated into based on the native/web applications).

For example, a segment can be the users who have installed an application or have registered in the last 30 days. A complex segment could be a group of users who have abandoned a cart in the last 3 weeks and have not returned to the application for more than 1 weeks.

Once a segment is created, it can be saved and will notify you after the segment is ready to be used in a campaign. After the segments are active,’s segments are refreshed every 6 hrs and any new users who qualify as part of the created segment will be included in the segment.

There are three types of segments, the default segments provided by Upshot which include “All users”, “First time users” and “Registered users” , manual segments that are created by providing appuid/user id of particular users in csv file and the others that are created by the platform users based on various events and aggregates.

Types of Segments

Default Segments:

  1. All Users: All the users who have installed the app (native/web app) once will be grouped into “All Users”. All users have a unique User ID associated. “Users” in this context every “install” recorded by Upshot.

  2. First time Users: Users are grouped as “First time Users” when a user has installed the app for the first time today. In case of a web application, if a user opens the application in Chrome browser for the first time and then opens the same application in Safari browser, there would be 2 first time users as we would consider the user’s first time based on the installs/opens in different browsers.

  3. Registered Users: All the users who have registered after installing an application are grouped as “Registered Users”. Registered users have a User ID as well as an App UID (the identity of the user provided by the application to Upshot).

“All Users” and “Registered Users” segments are forever segments and the time period for these segments is from the date of installation of the app till the current date whereas “First time Users” are users who have installed the app today.

Create Segments

To create a rule based segment or manual segments, go to Segments in the Target Audience section of the dashboard.

newmenu_Segments.png newcreate_segmentsli.png

Then, click on “+ Create” to create a new segment on the top-right in the Segments screen. By default, Registered, First time and All users segments are displayed with status as active. These segments display a duration (start and end date), users count (total users in the segment) and actions which can be performed on the segment (download and view).To export the segment data, click on the download icon, you will be asked to select the user profile parameters (APPUID and User ID are selected by default). When clicked on export, the segment report is sent to the email and can be downloaded from the email.

Note: Default segments and manual segments can only be downloaded and viewed. All segments data for default segments can be viewed from User profile reports in the Basic reports section. You will not be able to refresh, clone, edit or delete the default segments or the manual segments.


Manual segments :

If you have a set of users who have never used your digital properties or you have internal systems in place that allow you to define segments and you would want to utilize those segments in Upshot , you create a “Manual Segment”. Select “Manual Segments” in Step1, of the segment creation process.


In Step 2, you need to upload a CSV file having “appuid” / “userid” of your target users along with other column data (for example - email, name).


In Step 3, if the CSV file has more than the default three columns required by Upshot, those columns will need to be mapped to various user profile attributes defined on Upshot.There are default attributes, custom attributes.For details on attributes and their types, refer to SDK Documentation(click here)


If your CSV file contains a field that needs to be mapped to a new user profile attribute on Upshot, you can add new attributes by clicking “Add an attribute” option in the dropdown. You can create a new custom attribute by entering a name and selecting the datatype (Number / string / Date) for it. After clicking on the “Add” button the new attribute can be used to map your fields to Upshot data.


In Step 4, you can choose to save the uploaded user group as a new segment or add them to an existing manual segment. If you choose to save as a new segment, enter a name for your segment.


Otherwise if you want to add the new users to an existing segment, then select the existing segment from dropdown and save


Rule Based Segments:

In the segment creation screen, select “Rule based segment” in step 1 to create a cohort of users that match a set of rules based on User profile, Pre-defined events, Custom events and Aggregates. Additionally segments can be created based on the users who have performed a particular event in combination with users who have a Push Token, are of a particular Platform and have an App version.


Add at least one filter to your segment. You can combine as many filters as you want in order to make your segmentation more specific. Choosing "OR" for your filters means that your segment will contain users satisfying any combination of one, some, or all of those filters, while "AND" means that users who do not pass that filter will not be included in your segment. This logic can be combined, so that you can segment users who pass one filter "AND" either one of two other filters. Notice that these segments when ”Active” will have latest data (with a max lag of 6 hrs which is the segment refresh cycle.) .


Single and Group Filters:

Single Filter:You can add a single filter (in other words, an expression on a single event) added inside the existing filter group. Note that the condition between each filter inside the group will be the same (either AND or OR) .

Group Filter: This can be used to create a group of filters inside the current group. Note that group filters cannot be added to a group which is already a child group (i.e., nested grouping levels is limited to 2). Any number of child groups can be added to a parent group, but the child groups cannot further have child groups.

Create User Profile Segments:These segments can be created based on the User profile attributes passed to when the app (native/web) is integrated with Upshot’s SDKs. You will only be able to create a segment based on the attribute values if they are sent to Upshot.


List of User Profile attributes and the operators available for them include:

SNo. User Profile Operators Description/Example
1. Age
2. DoB
3. Location
4. Email
5. Date Joined
6. Date Since Joined
7. Date Last Used
8. Date Since Last Used
9. Gender
10. Name
11. First Name
12. Middle Name
13. Last Name
14. Language
16. Others

Create Pre-defined events Segments: These events can be created based on the Pre-defined events such as Sessions, Screen Views and Campaigns.

Sessions: Session is the time spent by a user in the app from the time app has been opened to the time the app is closed or moved to the background. Segments can be created based on Segment date, Yesterday, Last 7 days, Last 15 days, Last one month and for a custom date. You will be able to create a segment based on the day/days/date/dates selected and the number of sessions.

SNo. Pre-defined Operators Description
1. Sessions Segment Date
2. Yesterday
3. Last 7 Days
4. Last 15 Days
5. Last one month
6. Custom date - From Date & To Date

Screen Views: Screen views are the screens viewed by the user when he/she opens the app. Segment can be created based on the views and frequency of the visits of the users.

SNo. Pre-defined Operators Description
1. Screen Views Any
2. Names

Campaigns: Segment can be created based on the action responses of the users who have been targeted through a campaign.

SNo. Pre-defined Campaign Name Associated Action Name Description
1. Campaigns Campaign Name


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Create Custom events Segments: Segments for the custom events can be created based on the events configured in the application and integrated with SDKs. These events with attributes (Numeric or String) can be used to create a segment.

SNo. Custom Events Operators Description
1. Event Name

Segment date

Last 1 day

Last 7 days

Last 15 days

Last one month

Last x days

Last x days(includes current day)

Custom date


Create Aggregates Segments: Segments can be created using aggregates based on the active aggregates created in the “Aggregates” module in the Dashboard.

SNo. Aggregates Operators Description
Aggregate Name

Create Segments - Users on platform: Segment can also be created based on the users on platform using Device Token, Platform and App Version. This can be created in combination with segment wherein events are performed by the users or only based on the “Users on Platform”.

SNo. Users on Platform Operators Description
1. Device Token
2. Platform
3. App Version

Note: Please note if a segment is created based on the users on platform only and not on the events performed, then Upshot considers “All Users” segment with the selected platform options in “Users on Platform”.