Group users with segments

Not all feedback is equal. Segments let you group users by plan, country, activity, or any attribute you track, so you can filter feedback by the customers who matter most — and use the same groups to scope which boards or portals they can see.

Overview

Segments live at Admin → Settings → People, alongside User Attributes. From there you can:

• Create manual segments by hand-picking users
• Create dynamic segments with rule-based auto-membership
• Filter the feedback inbox by segment
• Filter the users list by segment
• Reference segments from per-board access and portal allowlists

The same People page also lets you define the custom attributes your dynamic rules read from.

Segment types

Manual segments

Assign users to a segment individually. Use manual segments for curated groups like beta testers, design partners, or key accounts.

1. Click New Segment
2. Enter a name and optional description
3. Leave the rules empty to create a manual segment
4. Add users individually from the users list

Dynamic segments

Define rules and let Quackback auto-populate the segment. Use dynamic segments for attribute-based groups like "Enterprise plan", "Signed up in the last 30 days", or "US-based active accounts".

1. Click New Segment
2. Enter a name and optional description
3. Add one or more conditions using the rule builder
4. Choose whether all or any conditions must match
5. Save the segment

Built-in attributes

The rule builder ships with attributes grouped by source. You can also reference any custom attribute you've defined.

Profile

Account

Activity

Custom attributes

Anything you've defined in Admin → Settings → People → Attributes is available too. Pass values via the widget or the API and reference them by key in the rule builder.

Operators

Each attribute exposes the operators its data type supports. Numbers add greater than, at least, less than, at most. Strings add contains, starts with, ends with. Most attributes also support is set and is not set — handy for finding users with a missing locale or no plan value yet. Principal Type and Sign-up Source are the exceptions: they support only equals and not equals comparisons.

The value field autosuggests existing values from your workspace as you type, so spelling stays consistent.

You can combine multiple conditions. Choose all to require every condition (AND logic), or any to match at least one (OR logic).

Re-evaluate membership

Dynamic segments re-evaluate automatically on an hourly schedule. You can also trigger a manual re-evaluation:

• Re-evaluate all — click the button at the top of the segments list to refresh every dynamic segment at once
• Re-evaluate one — hover a segment row in the Admin → Users sidebar and click the refresh icon

Manual segments aren't affected by re-evaluation.

Edit and delete segments

Click a segment in the People page (or the Users sidebar) to edit its name, description, or rules. For dynamic segments, you can add, modify, or remove conditions.

Click Delete to remove a segment. The confirmation warns that all user memberships are removed.

Use segments elsewhere

Once a segment exists you can reference it from other admin surfaces:

• Inbox — filter posts by who submitted them. See Inbox.
• Users list — show only members of a segment via the sidebar on Admin → Users.
• Per-board access — limit a board to one or more segments. See Board access.
• Portal access — let segment members into a private portal without an individual invite. See Allowed segments.

Next steps

• Inbox — filter feedback by segment
• Users — view and manage portal users
• Boards — scope a board to specific segments
• Portal access — let segment members into a private portal