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Interactive Demo Tutorials

How to create a segment in Pendo

Joseph Lee
Nithil Shanmugam
January 2, 2024

How to create a segment in Pendo

Overview:

Streamline your Pendo experience with our step-by-step guide on creating segments. Optimize workflow by organizing and categorizing data, enhancing user experience through targeted insights. This comprehensive guide ensures a seamless process for crafting and utilizing segments, boosting efficiency and clarity in your product management within the Pendo platform.

1. First, select the 'People' menu to start segment creation.

1 Click on "People"

2. Next, navigate to the 'Segments' option.

2 Click on "Segments"

3. Click the 'Create Segment' button to proceed.

3 Click on "Create Segment"

4. Enter a unique name for your new segment.

4 Click here

5. Choose from the 'Visibility' options as per your requirements.

5 Click on "Visibility"

6. Click 'Add Rules' to define the rules for the segment.

6 Click on "Add Rules"

7. Filter the parameters that you'd like to incorporate in your rules.

7 Click here

8. Select your preference from the dropped items list to finalize the rule.

8 Click on "Application Usage"

9. Choose either 'OR' or 'AND' Boolean tags according to your preference.

9 Click on "OR"

10. Click 'AND' if you wish to add another condition.

10 Click on "AND"

11. Finally, click 'Create Segment' to finish your set up

11 Click on "CancelCreate Segment"

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A core issue we identified was that the team was often spending a lot of time creating custom demos, guides, or walkthroughs for unqualified prospects.

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Ultimately, this led to a lot of wasted time, a huge amount of burden and effort for already busy staff, and a diffusion of focus on targeting the right prospects.

Casey O'Brien
Solutions Consulting Director

Prior to Supademo, we were spending countless hours putting together demos and videos across discovery, qualification, training, or simply answering common questions. Creating these could take upwards of 8-10 hours, which is both painful for us, but also less engaging for prospects.

Andreas Moekesch
Solutions Consulting, Processmaker

One of my pain points was how time-consuming it was to create product demos for both demonstrations and trade shows manually. The ability to create a Supademo in minutes and the ability to showcase these at conferences has saved us an incredible amount of time!

Kirill Stolbushkin
Solutions Consulting, Processmaker