Users Overview

The Users tool allows you to query groups of users by one of three criteria: user property, user segment, or event.  In Users, the full list of users associated with the designated criteria will be displayed alongside their user properties. Click on any user to view their user profile and event stream.

The Users Tool is most commonly used to:

  1. Find and view individual user profiles and activity history
  2. Identify users who have common behavior patterns
  3. QA tagging and tracking
  4. Export users to action via marketing automation or email platforms

Begin an Analysis

To search by User Property: Simply fill in the desired user property value, or change the selected property by dragging and dropping into the query builder or using the drop-down menu. You can then narrow your search by adding in "Filter Where" clauses.

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To search by User Segment: Drag and drop a segment into the query builder, or toggle between insight modes and select "who are in the segment". You can then narrow your search by adding in "Filter Where" clauses.

To search by Event: Drag and drop a event into the query builder, or toggle between insight modes and select "who performed the event". Each row in the query builder represents a step in a user's journey. Users who completed all events in sequence will appear in the results. Continue adding events until all desired behaviors are represented in the query. 

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Re-Ordering Rows

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To be included in a User Insights list, users must have completed the events in the query builder in the specified order. To re-order the event sequence, click and drag a row in the query builder into the desired position in the sequence.

"Filter Where" Clauses in User Insights

"Group By" clauses, which break out an event by all values of the selected user or event property, are not available in the User Insights tool. Instead, use "Filter Where" clauses to define additional parameters of user lists.

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For example, instead of using a "Group By" clause to break out the event "Subscribe" by all AB Testing groups, use a "Where" clause to select which AB Testing group you want represented in the resulting user list.

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If a property is selected by being double clicked or dragged and dropped into the chart area, it will apply across all query rows. To apply the property only to a specific query row, drag it into the "Where" dropzone in that row.

Searching Results

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Search for users and their user properties by any matching value by using the search box in the upper right corner of the chart window.

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