Powerful Segments for SaaS apps — Our Biggest Product Update So Far

Since we launched Encharge back in July last year, our understanding of your needs has increased dramatically.

You have inspired us to re-architect Encharge and build the most powerful version of user segments we have ever released. In fact, we completely redesigned how segmentation works in Encharge.

Read on to learn more about the market’s most powerful user segmentation for SaaS companies, and how you can take advantage of it to create hyper-targeted audiences for your product.

The problem with segmentation in marketing automation tools

Most marketing automation platforms boast “powerful segmentation” features. They’re not necessarily lying.

The problem, however, is that these platforms are simply not built for the complex needs of a SaaS product (HubSpot, I’m looking at you).

Meet the new Encharge Segments

When we were building our new segmentation feature, we wanted to offer maximum flexibility when creating new segments. Now marketers and other non-technical people can build extremely sophisticated user segments without using any workarounds.

Check out how the new segments work:

You can now build segments with 7 different types of Conditions:

  • Field — Default user fields and custom fields.
  • Tag — Tags applied to users.
  • Email activity — What people do in your emails.
  • Event — What people do or don’t do in your app.
  • Page visit — What pages people visit on your website and in your product.
  • Segment — What other segment people belong to.
  • Group — Use sophisticated AND/OR rules to create nested groups of segments. Let’s take a more detailed look into each type of condition, starting with the Event condition.

Event

Thanks to our API and native Segment.com integration, you can effortlessly bring user events (or user actions) in Encharge and build segments out of them. For instance, when users sign up, activate a feature, fail to reach an aha moment, or are at risk of churning.

To allow you more flexibility and precision, each Event could be narrowed down with:

  • Event count— how many times the event was performed. For example, “Created more than 3 tasks”.
  • Time window — within what frame was the event performed.
  • Event property. Each user event has a set of properties. For instance, the event “Signed up” might go with the properties Name, trialStartedDate, etc.

The event “Subscribed to premium” might have the property subscriptionPlan, which would allow you to create a segment of people who have subscribed to a specific plan and so on.

We have covered how Events and properties work in more depth in our post on triggered emails.

Field

Encharge comes with a number of built-in fields like Company, Website, Title, Last activity, and others, that you can segment from. You can also build segments with any custom field you add to Encharge.

The beauty of Encharge comes with our native integrations with tools like Stripe, HubSpot, and Typeform. Every single answer in your Typeform survey, field in your HubSpot account, or billing data can be automatically sent to Encharge as a custom field. Use that data to enrich your user profiles and build precise user segments.

Email Activity

Segment your users when they:

  • Receive an email.
  • Open.
  • Click.
  • Reply.
  • Unsubscribe.
  • Bounce.
  • Report an email as spam.

You can choose a specific email, set of emails, or Any email.

Want to target people that haven’t opened any of your emails in the last 60 days? Just switch on the “Event count” and “Time window”.

Page Visit

With our site tracking installed on your website, you can build segments based on what pages your users visit or don’t visit. A person checking out your pricing page more than 3 times in the last 5 days? Why not assign them to a sales rep in HubSpot and send an automated email to offer help?

Tag

Tags allow you to organize people in contextual groups based on your own preferences. You can tag people when you import a new CSV list of contacts or automatically add a tag to a person through our flows. However you do it, you can also use tags when building your segments.

Segment

Want to exclude people that belong to a different segment? Or target only people within a specific segment? You can use the Segment condition to narrow down your segmentation.

Group

With the Groups condition, you can use advanced AND/OR rules to build extremely targeted segments of people. There are no limits to who you can target with groups.

Let’s say we run a software with 3 critical user events:

  • Created a project.
  • Created a task.
  • Invited a team member.

And we want to create a segment of people that have completed 2 or more of these actions. Often, these types of segments are used to differentiate between Engaged and Unengaged users.

If we simply use the “All of the following” rule with the 3 conditions, we’re going to segment people that have completed all of the 3 events.

Conversely, “Any of the following” rule would give back all people that have completed at least 1 of the events.

So how do we target people that have completed 2 or more of the events?

Groups to the rescue!

Using the AND/OR logic, we can create 3 different groups:

This may seem complex at first, but it’s just 3 groups with all of the possible combinations of events. That way, allowing us to target people that have completed 2 or more events.

Convert more users to customers with better segmentation built for SaaS

The new segmentation feature allows you to send hyper-targeted messages to the right audiences, so you can build better relationships with your users and turn them into customers.

We think you’re going to love this release! If you want to try the new segments, sign up for a free 14-day trial or book a quick call with us and let us show you around.

Send Test Email to More Than One Email Adrress

You asked, we delivered.

Now you can send test emails to more than one email address at a time.

When you are in the Email Editor, just click the arrow on the right to Send Test and choose what email address/es you want to send the email to.

You can enter up to 10 addresses separated by comma.

Fixed: Bug Where Duplicate People Were Created

Occasionally Encharge creates duplicate people profiles. For example, if you have two flows that are triggered with "New Mailchimp Subscriber". This has been fixed now.

Resize the Width of the People's Sidebar

You probably have some Segments with very long names. We know you do because we have them ourselves, too.

To make things neater for you and help you see the full names of your segments, we added the UI ability to resize the sidebar of the People's page.

Just hover over the sidebar border and drag it to right (or left).

Tag, Archive, and Export People from Search Results

You can now Tag, Archive, and Export People from Search Results.

Important: You must select at least one person to see the Tag/Archive/Export buttons.

Automatic UTM Tagging and Improved Speed of the Email Editor

Hello everyone,

We just rolled out:

Automatic UTM Tagging

You don't have to tag your email links inside of Encharge anymore! All of your links will be automatically tagged with the following parameters:

  • utm_source is who sent the email. It will be set to encharge.
  • utm_medium is the marketing channel used, which will be set to email.
  • utm_campaign is the name of the marketing campaign. It is set to name of the flow that sent the email.
  • utm_content is set to the subject of your email.

To enable automatic UTM tagging just go to Email settings and turn on the switch.

Improved performance of the email editor

We're also happy to let you know that we optimized the performance of our email builder, and now it loads much faster than before. So why not drag and drop some blocks around and create a stunning email or two?

New Identity Resolution for People

We created a brand new Identity Resolution for the people in your account.

What does that mean?

With this new feature, Encharge will build a complete customer profile by merging the activity and data from multiple devices and touchpoints. In other words, no more duplicate user profiles when the same person browses your website/app through different devices.

Remap fields in "Send Webhook", "Receive Webhook", "Submitted Form" steps

Changing your mind too often?

You can now re-map person fields in the following steps:

  • Send Webhook
  • Receive Webhook
  • Submitted Form

Search People With a New Live Search Feature

We'are always trying to make your life easier and more productive.

From today you can search for users and contacts in the People section. Just click the Search icon and type in your search query.

The results of your search will quickly show live!

You can search by:

  • Person's name.
  • Person's email.
  • And their company name.

Downloadable Email Metrics Reports

Want to show off your great open and click-through rates to the whole team? You can now download a PDF report of your metrics. Just head out to the Metrics tab, select the flow and email, and click on the "Save as PDF" to see your report.