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Group users with segments

Not all feedback is equal. Segments let you group users by plan, company size, region, or any attribute you track, so you can filter feedback by the customers who matter most to a given decision.

Overview

Access segments from Admin → Settings → Segments. 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

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" or "Signed up in the last 30 days".

  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

Start with one or two broad segments (e.g., "Enterprise" and "Free"). You can always refine later.

Configure rules

Dynamic segments support conditions on these attributes:

AttributeOperatorsExample
Email domainequals, containsacme.com
Email verifiedis true, is falseVerified users only
Days since joinedgreater than, less thanJoined in the last 90 days
Post countgreater than, less than, equalsUsers with 5+ posts
Vote countgreater than, less than, equalsActive voters
Comment countgreater than, less than, equalsEngaged commenters
Custom attributesvaries by typeAny user metadata field

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 all dynamic segments at once
  • Re-evaluate one - click the refresh icon on an individual segment row

Manual segments are not affected by re-evaluation.

Edit and delete segments

Click Edit on any segment to change its name, description, or rules. For dynamic segments, you can add, modify, or remove conditions.

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

You cannot convert a manual segment to a dynamic one (or vice versa). Create a new segment if you need to change the type.

Filter feedback by segment

Once you have segments, use them as filters in the feedback inbox and the users list. Select a segment from the filter sidebar to see only feedback or users in that group.

Next steps

  • Inbox - Filter feedback by segment
  • Users - View and manage portal users
  • Tags - Categorize feedback with tags