Within the Custom Segment builder, you have access to our Advanced Settings.
The Advanced Settings feature allows our customers to build even more personalised segments, aligned to your business goals.
These settings include;
Match Across Journey; allowing you to look at the condition you have selected across a user's entire journey, as opposed to the condition they currently match.
As part of this release, we have now removed the 'Latest' and 'Peak' labels from our Intent & Buying Stage metrics based on feedback from customers. Going forward, if you wish to look at users who have reached a high intent in their journey, we recommend using this setting, as opposed to the previous 'Peak'
Journey-Based Intent; allowing you to calculate an intent score that is relative to a user's journey, as opposed to the default of phase.
By default, when you select an 'Intent To' metric, it will be relevant to the phase, as opposed to the user's journey as a whole. So an experience for users with High Intent to Convert will fire for users in every phase, when they match that criteria. We do this to enable you to pick up on those who have high intent earlier in the journey, making your audience size bigger.
However, you may want to look at these metrics based on a user's entire journey, not relative to the phase they are in. This setting allows you to target users based on this. For example; a user who has high intent to convert across their whole journey, which is likely to only match those further down the phases.
Minimum Threshold; allowing you to set the minimum number of consecutive events a user must match before falling into the segment.
For example;
You may want to create a segment of users who are in the Struggling state, to target with an experience of a discount code. However, you might wish to only target those who have been struggling for a few consecutive events, to ensure the discount code isn't given to users who have just started struggling, and may recover.
By adding in a minimum threshold, you have greater control on the size of your segment (which you'll be able to see in the Audience Estimator), and who will receive your experience
Data Trend; allowing you to dictate how the last 3 data points for the criteria have been trending for a user before they match, either 'Upward', 'Flat', or 'Downward'.
For example;
You may want to match users who are currently in the Struggling state with a discount code.
However, if a user is trending positively, and recovering from their Struggling state, you may not wish to include them in the experience.
By only including users whose 'Data Trend' is 'Flat' or 'Downward', you have further control on who would be targeted with the experience.
Please Note; All Audience Estimator files have begun populating with data for Journey-Based Intent, Minimum Threshold, and Data Trend settings from the 17th February 2025. As estimates are based on the last 30 days of data, historic journeys will not contain them, so estimates will be lower than expected as these journeys come to an end.