PersonalizeWP offers powerful segmentation options to allow you to group users into different segments based on their data or behaviour. By using segmentation, you can target the right content to the right visitors based upon your understanding of what their needs are.
URL Query-based Segmentation
When you are running marketing campaigns, you may wish to track users that you know have interacted with that campaign and put them in to a specific segment.
For instance, you may wish to show visitors that come from an email campaign different content or offers to those that come from a Google PPC ad.
A simple way of achieving this is to add key-value query strings to the URL you link visitors to. An example of doing this is when you add Google Analytics UTM parameters such as utm_source or utm_medium to your campaign URLs to enable you to measure the effectiveness of your makreting.
When a visitor arrives on your site, PersonalizeWP will perform check the URL that the visitor has landed on to see there are any key-value query pairs.
If there are, and this matches the configuration you have for a segment of visitors, it will add that profile to the group.
Creating URL-Query Based Segments
You can access PersonalizeWP’s segmentation tools by going to WP-Admin > Personalize > Dashboard > Segmentation.
On this screen, you can view a paginated list of all segments currently active and inactive, including the type, reason and a count of all visitor profiles in each group.
Create Segment
Clicking on Create Segment takes you to the screen where you can create a new grouping. You enter a name for your segment and then choose Type > URL Query from the dropdown.
This will display a new dropdown where you can add any type of Key/Value pairs that you want to check for. You can add as many URLs as you wish by adding multiple items.
For example, if you wanted to measure your Christmas Newsletter email campaign, you woulds send users to this URL: https://personalizewp.com?utm_source=newsletter&utm_medium=email&utm_campaign=Christmas&utm_id=12345
If you wanted to create a segment of visitors that all arrived at this URL, you would then add 4 (four) Key/Value pairs of:
- utm_source / newsletter
- utm_medium / email
- utm_campaign / Christmas
- utm_id / 12345
Each visitor where the URL matched this combination of query strings would be added to the sgement.
When you’re done, click on the button to Create Segment and return to the list screen.
Using URL Query-Based Segments
You can choose a segment in the Personalize sidebar for any block that you can selected in the Block Editor.
Segments has it’s own dropdown, and you can select any of the segments that are active. In this instance, choose your referrer-based segment and choose the behaviour for that block (show/hide) if the visitor meets that criteria.
You can combine a segment with personalization rules and lead score values to create highly targeted content.
Segmentation Actions
Visitors are automatically added to segments when they meet the criteria. For instance, if you have a segment for ‘Christmas Newsletter Email’, then when a visitor arrives on your site and they have the relevant query strings present in the URL that they land on, they will be added to that group immediately.