Manual Segments

Manual segments let you add users by providing a list of IDs or email addresses. Users are added after you save the segment. The list is static and does not update automatically based on user data.

Use when: You need a static, hand-picked list (e.g., beta testers, VIP users, custom cohorts for one-off surveys).

Workflow Overview

1. Open Segments — Navigate to Segments from the sidebar
2. Create a segment — Click New Segment and choose Manual
3. Save — Click Create segment to create the empty segment
4. Add users — Enter usernames or email addresses in the Add Users modal
5. Manage members — View, search, add, or remove users in the segment

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Step 1: Open Segments

In the encatch dashboard, click Segments in the left sidebar. The Segments page shows your existing segments (including All Users) and a New Segment button.

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Step 2: Create a New Segment

Click New Segment to open the Create new segment form. Configure:

• Name of segment — A label for the segment (e.g., "Beta testers"). Max 250 characters.
• Description (optional) — A short description of the segment's purpose (e.g., "Users invited to beta product feedback").
• Segment type — Select Manual.

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Step 3: Save the Segment

Click Create segment (or Save for edits) to create the segment. It will appear in the Segments list with a Manual tag. You can start adding users after saving.

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Step 4: Add Users

1. Click the segment in the list to open it.
2. Click Add users (with the person-plus icon).
3. In the Add Users to Segment modal, enter usernames separated by commas or new lines.
4. Follow the rules: no spaces, max 255 characters per username. Users that don't exist will be created.
5. Click Add Users (or Add N User(s)) to confirm.

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Step 5: View and Manage Members

The segment page shows a table with:

• Display Name, Email, User Name
• Feedback Views Count

Use the search bar to find users by email, username, or name. Use Sort by and filters to organize the list.

Click Show info to view the segment's definition, rules, or properties.

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Summary