Insert provides various default filters to use when defining an Insert Segment. These filters require no coding or integration with customer systems. For example, Pendo provides a codeless way to segment users based on in-app activity (screens viewed or not viewed, elements tapped or not tapped).
In addition to these default options, it is possible to use your own data (i.e. data from CRMs, data from other analytics systems, etc.) when defining a mobile Segment. To use your own data in this manner, you must define the attributes you want to use and ensure that your app code properly sets the value of those attributes.
To add custom attributes, follow two simple steps:
Step 1: Define User Attributes in the Insert Console
To use custom data when creating an segment, you must first define User Attributes in the Web Console. To do this, go to the Apps page, click on your app, and then click on the User Attributes link in the menu on the left. Next, click the New Attribute button and then define your new attribute.
When defining an attribute, you will provide both a name and type (String, Number, Boolean, or Choice). If you select Choice as the attribute type, you will also provide a list of possible values.
Once your User Attributes are defined, you can use them as filters when defining a segment in the Insert Console. The attributes appear in the User Attributes section of the segment definition dialog as shown below.
Now that you have defined the attributes in the Insert Console, it is time to update your code to properly set the value of these attributes.
Step 2: Set user attributes using the Insert SDK
The Insert SDK includes an API to set user attributes. There are two ways to set user attributes:
(a) set user data during initialization (initSDK method)
(b) Set user data anywhere in your code.
The API for setting user attribute can be found on the SDK Integration instructions within the Insert Console