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Overview

The Customer Segmentation feature in the LoginRadius Console allows you to create and manage filtered customer lists based on profile fields or custom object data. You can apply complex logic using logical operators, preview matched profiles, save segments for future use, and export the results in CSV or JSON formats.

With its support for filtering using profile-level fields and custom object records, this feature is a powerful and flexible tool for marketing, analysis, and operational workflows, empowering you to tailor it to your needs.

Use Cases

Customer Segmentation enables you to group and target customers by applying specific conditions to their data. These segments can be used for personalized outreach, performance tracking, or exporting customer lists for integration with third-party systems.

Common business use cases includes:

  • Filtering inactive users or identifying users by login provider.

  • Segmenting customers based on geography, age, or other demographics.

  • Analyzing behavior and engagement based on custom object data.

  • Exporting lists for targeted marketing or product promotions.

  • Identifying customers for A/B testing or product rollouts.

This feature simplifies accessing user data that matches selected criteria and supports real-time analysis and data export.

Customer Segmentation Structure

To utilize the segmentation feature, go to Insights > Customer Segmentation from the left navigation panel in the Console. The Saved Segmentations area displays all previously created customer segments, including the segment name and its creation date and time. This feature is designed to help you reuse frequently applied filters, saving time and maintaining consistency across repeated queries. You can quickly run, export, or delete a segment using the options available in the Action menu. When a segment is applied, the system automatically populates the corresponding filter criteria in the interface.

Create a New Segment

New segments can be created using the Create New button under the customer segmentation interface. Clicking on the Create New button redirects you to the next page, which is divided into two primary query types:

  • Customer Query
  • Custom Object Query

These query types can be used individually to define segment filters based on the nature of the data you want to analyze.

Customer Query

The Customer Query section is designed for convenience, enabling you to filter customers based on their core profile data fields, including standard and custom attributes. These include age, city, status, registration provider, and more.

To create a customer query, follow these steps:

  • Navigate to Insights > Customer Segmentation in the Console.

  • By default, the Customer Query tab will be selected.

  • Select the logical operator (AND / OR) from the dropdown:

    • AND: Includes only customers who meet all conditions.

    • OR: Includes customers who meet any of the conditions.

  • Click the + icon to add a rule.

    • Select a profile field (e.g., Age).

    • Choose an operator (e.g., greater than).

    • Enter a value (e.g., 30).

  • To add complexity, use the Add Group option to nest sets of conditions using different logical operators.

  • Click the Filter button to apply your conditions.

  • The results will display below, including:

    • Number of customer profiles matching the criteria

    • A table showing details such as UID, Name, Status, and Provider

After applying a filter, you can export the matched list by clicking the Export button. The export dialog allows you to choose between CSV and JSON format. Once configured, the filtered data will be downloaded or emailed, depending on the file size and platform settings.

Note: You can export a maximum of 1 million records in a single export request. For more information on data export, visit the following documentation.

The following actions are available in the Customer Query interface:

  • Filter: Applies the current conditions and displays the matching customers.
  • Reset: Clears all applied conditions and restores the query interface to its default state.
  • Save Segment: Saves the defined query for future use. When saving, you will be prompted to enter a name for the segment, which can be accessed from the Saved Segmentation tab. Applying a saved segment auto-populates the Customer Query form with the saved conditions.
  • Switch to Code: You can view and modify the filter logic using JSON. This is useful for developers or analysts who prefer working directly with structured queries.
    Note: Field names in the segmentation UI (e.g., Age, City, Provider, etc) map directly to keys in the user profile schema, accessible through Cloud Directory API responses.
  • Example JSON logic:
{
  "group": {
    "operator": "AND",
    "rules": [
      {
        "name": "IsActive",
        "operator": "=",
        "value": "true"
      }
    ]
  }
}

Additionally, using the LoginRadius Cloud directory APIs, you can query user data by applying a query in the form of JSON logic. For more information, refer to the following:

Best Practices

  • Use clear segment names (e.g., Canada_35to45_EmailUsers) for future reference.

  • Regularly review saved segments to ensure relevance with your marketing or support goals.

  • Prefer JSON view for advanced segment builders to simplify repeated complex queries.

  • Combine this with data export for high-volume reports of up to 1 million users.

  • Use preview results before exporting to validate your query logic.