Sherlock gives you a handful of default segments based on engagement scores and score trends, but you can define custom segments based on the events and traits you are sending to Sherlock. When you create custom segments, you can see the score of each segment, dive into the people in each segment, and push those segments to any of your connections.
You can create both custom
Account segments under their respective tabs.
CREATING CUSTOM SEGMENTS
To create a custom segment, simply click the + button next to Custom Segments.
From there you can set the rules for your segment.
You can create segments based on:
Whether a user or account did an event, how many times, during what time range (within 90 days or ever)
Whether someone DIDN'T do an event in a time frame (or ever)
For user segments, you can also create a segment of users based on Account Events. For example, you can create a segment of users who belong to an account who have done an event like
created_projectmore than once.
USER OR ACCOUNT TRAITS
Whether a user or account has a specific trait;
Doesn't have a specific trait;
For user segments, you can also create a segment of users based on Account Traits. For example, you can create a segment of users who belong to an account with a trait like
plan_type = enterprise.
People with Sherlock scores above or below a specific score
People with score increases greater than X
People with score decreases greater than X
Score increased by X
Score decreased by X
Compare to specific time period (last scoring period, vs 1/7/30 days ago)
People who signed up in within a certain time range. This data point is based on a
created_atdate being sent to Sherlock.
Users or accounts or accounts that were last "active"
For users: last time a user did a scored event
For accounts: last time ANY user on that account did a scored event
Active users, Total users, or Active User percentage:
with/without specific text/numeric values
greater than, less than, equal to numeric value
Users or Accounts with Activation scores greater than, less than, equal to a specific Activation rate.
Users or Accounts with a Frequency within a specific range.
Once you create a custom segment, you will see it show up on your Segment dashboard where you can compare the average score of people in that segment against your other segments.