Targeting and segments

Targeting decides who sees a tour, announcement or survey. The backend applies it before content reaches the browser, so hidden content is never sent.

Modes

Mode	Tours	Announcements
Everyone	Yes	Yes
Page (URL rules)	Yes	No
Lifecycle (new or returning)	Yes	No
Attribute	Yes	No
Segment	Yes	Yes

Page rules are checked in the browser, because the backend does not know the current page.

Where the data comes from

• identify sets user traits such as plan and role.
• group sets account traits.
• track records events.

An anonymous visitor who never calls these still matches Everyone, Page and Lifecycle rules. Attribute and segment rules need trait data. An account-level segment never matches a visitor who has not called group().

Create a segment

1. Open Segments in the dashboard.
2. Define conditions on the traits you send with identify and group.
3. Use the segment in a tour, announcement or survey.

Keep traits fresh

Traits merge, so call identify and group on every page load. If you need targeted content to show right after a trait changes, await identify(...) and then call init() again.