How do I manage and utilize User Segments in Shorter Loop?

User Segments in Shorter Loop allow you to "Group users categorized by shared characteristics," enabling more targeted insights, communication, and analysis.

Overview of User Segments:
The main User Segments dashboard lists all your defined segments, such as "Decision Makers," "Top Performers," "Experienced Agent," and "New Agent." This categorization helps you understand different user groups within your product.

Creating New User Segments:
To create a new segment:

Click the "+ New user segment" button on the top right of the User Segments dashboard.

A "Create new segment" modal will appear.

Enter a descriptive "SEGMENT NAME" (e.g., "Early Adopters," "Enterprise Clients," "Beta Testers").

Click "Create".

Managing Existing User Segments:
Each segment has a three-dot menu offering various management options:

Invite non-members: Directly invite users who are not yet part of this segment.

Copy users to other segment: Duplicate users from one segment to another. This option opens a sub-menu listing other segments you can copy users to, or even create a "+ New segment" on the fly.

Delete Segment: Remove the segment. Note that deleting a segment only removes the grouping, not the users themselves.

Adding Users to a Segment:
Once a segment is created, you need to populate it with users.

From Manage Users: You can add users from the "Manage users" page to start gaining insights, sending emails, and more.
Import via CSV: For bulk additions, you can import your user base directly into a segment using a CSV file.

Upload user details in CSV: Upload your prepared CSV file.

Download Sample CSV: Get a template to ensure your CSV data is correctly formatted for import.

Benefits of User Segments:

Targeted Analysis: Analyze feedback and opportunities specific to certain user groups.

Personalized Communication: Send tailored emails and updates to relevant segments.

Strategic Insights: Understand the unique needs and behaviors of different customer types.

Improved Product Development: Prioritize features and fixes based on the impact on key user segments.

User Segments are a powerful tool in Shorter Loop for understanding your diverse user base and making data-driven decisions that cater to their specific characteristics and needs.