Target a User Segment (in-app)

In order to limit recruitment to a specific segment of users in-app, you'll need to follow the steps below.

Step 1. Choose how you want to identify your users

You have three options:

1. Unique User ID (external_id)
2. Email (email)
3. Both of the above (external_id & email)

Note: Option 3 is the most flexible, as it allows you upload segments that include either or both identifiers, in case eg. your export from product analytics only has unique user ID, and from CRM only has email.

Step 2. One-time SDK Implementation

Implement identify(...) in your code. Based on decision above, one of the following:

1. Unique User ID example:

orbital('identify', '806510ed-f6ff');

2. Email example:

orbital('identify', null, { email: 'jess@acme.com' });

3. Unique user id & email example:

orbital('identify', '806510ed-f6ff', { email: 'jess@acme.com' });

Note: If you want to read more about the client: Client SDK docs

Step 3. Add a New Segment

In addition to the one-time SDK implementation above:

1. Go to https://app.useorbital.com/users and click “New Segment”
2. Choose “Upload CSV” (other integrations coming soon). Read more on proper formatting in Import Segments
3. Now from the new or edit discovery page you'll be able to select that segment from the dropdown