segmentation

Show the Right Experience
to the Right Users, Every Time

Build user segments from attributes, events, and company data.
Then target any onboarding material to exactly the audience that needs it.

Target onboarding content by who your users actually are

UserGuiding lets you split your user base into segments using built-in attributes, custom properties you send via code, company-level data, and even in-app behavior like guide completion or checklist progress. No database access required.

Once a segment exists, attach it to any material (Guides, Hotspots, Checklists, Surveys, Resource Centers) in two clicks. Combine multiple segments with AND/OR logic, or exclude specific groups so admins and power users skip content meant for beginners.

What you can do with Segmentation

Target the right users with the right content using attributes, events, company data, and on-page context.

Segment by user attributes

  • Filter users by default attributes: country, browser language, device, first seen date
  • Send custom attributes (role, plan, signup date, team) via JavaScript and use them as filters instantly
  • Segment on tracked events and user actions you define in your product
  • Create segments directly from the Users Page with stackable filter rules

Segment by company data

  • Build company-level segments using attributes like company name, size, and industry
  • Target all users under the same account with a single segment for unified onboarding
  • Track engagement metrics across entire accounts, not just individual users

Segment by content interaction

  • Target users who have (or have not) seen a specific Guide
  • Filter by Checklist completion status to separate beginners from existing users
  • Create lifecycle segments: New Users = "Onboarding Checklist not completed," Existing Users = "Onboarding Checklist completed"

Segment by on-page context

  • Create segments based on a CSS selector present on the page (useful when different user roles see different UI under the same URL)
  • Trigger materials only when specific text appears on the page
  • No custom attributes needed for this approach, it reads your app's DOM directly

Import and manage segments

  • Upload a CSV of user IDs to create manual segments for lists you already maintain externally
  • Combine multiple segments with AND/OR logic for precise audience rules
  • Exclude specific segments from seeing a material (e.g., exclude Admin users from onboarding guides)
  • Save, rename, and reuse segments across all your onboarding materials

Assign segments to any material

  • Apply saved segments to Guides, Hotspots, Checklists, Surveys, Announcements, and Resource Centers
  • Create new segments on the fly without leaving the material settings page
  • Override the default "All Users" audience with a single dropdown selection

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Where UserGuiding meets your AI stack

Four ways UG plays well with the AI tools your team already uses.

AI Assistant

Answer user questions with AI trained on your product, help docs, and tone of voice.

MCP Server

Connect Claude, Cursor, and Codex to your product data with 17 tools, no custom integrations.

No-Code Analytics

Track clicks, hovers, focus, inputs, and page views without writing a line of code.

Ask AI

Add a chat panel inside your knowledge base that answers user questions with citations from your published articles.

Frequently Asked Questions

Can I create user segments from user attributes in UserGuiding?

Yes, you can send custom data to UserGuiding from other platforms and create any segment you want for personalized experiences.

How do I create a user segment in UserGuiding?

To create a user segment in UserGuiding, you simply need to go to UserGuiding’s “Users” page and work with already defined filters to create and save the segment you have in mind.

How will segmentation help my user onboarding process?

Every user has different needs, and a one-fits-all approach will leave some users dissatisfied. Segmenting your users and creating different experiences for them can help you ensure 100% customer satisfaction.

What is segmentation in user experience?

Segmentation in user experience refers to seperating users into different groups based on their activity or demographics, to personalize their journey and improve engagement.