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Inbound Personalization (website, blog, landing pages)
Creating a Custom Segment for Inbound Personalization
Creating a Custom Segment for Inbound Personalization

The first step to creating personalized experiences is defining your audience segment. Create your first segment in just a few clicks.

Updated over a week ago

Mutiny provides recommendations on which segments you should personalize based on your website and CRM performance. This article focuses on how you can define your own custom segment using Mutiny's segment creator. 

Step 1 - From the inbound overview, click "Create a personalized experience"

Step 2 - Click "Add Attribute" and select the criteria that defines your segment. An overview of Mutiny data sources can be found here. As you select attributes, the Segment Overview in the right pane will update to give you an idea of how much traffic your segment will cover, as well as a quick ROI and estimated duration calculation. 

You can use multiple attribute types to create your segments. As you are creating your segments, remember that larger segments will reach significant results more quickly. It may be better to start with a wider audience personalization (ie "Financials") and narrow it down later (ie separate "Investment Banking" from "Asset Management").

Once you’ve added an attribute, you have the option to make your segment logic more complex by adding a new container. For example, if you wanted to capture “visitors that came from Desktop” OR “visitors that came from a certain utm_source and visited the pricing page”, you could build a segment like this.

You can also drag your segment definitions between containers.

Note: For IP enrichment data, like Clearbit, this will showcase the unique visitors that fall into that bucket, eg. number of employees 1 - 250. If you want to include visitors that aren't matched by Clearbit you can pick a segment like "Number of employees is not 251+" to represent that population.

Step 3 - When you are happy with your segment definition, click "Review and personalize" to name your segment.

Step 4 - Once you named your segment, hit "Create an experience" to see the page below. Choose a form factor for your personalization experience and click "Experience settings" button on the top right to go to the next step.

Step 5 - Enter the URL where you want the test to run. If you don't know where to start, the homepage is usually a good starting place. Click "Open editor" to get into the editor.

Note: If you want your test to run on multiple pages, click on "Use multiple URLs". When you publish your experience, it will run on the URL included in #2 in the screenshot above as well as additional URLs in the "Use multiple URLs" pane.

Step 6 - You are done! For more information on using the Mutiny editor, see our guide here.

Note on Nested Segment Definitions feature in beta: During the beta period, existing Segment definitions can not be changed to nested definitions. Only new Segments can use nested definitions.

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