User segmentation is a powerful tool that allows you to organize your contacts into meaningful groups based on their characteristics, behaviors, or custom attributes. Whether you want to understand what your paying customers think, analyze feedback from trial users, or track satisfaction across different user roles, segmentation helps you filter through the noise and focus on the groups that matter most to your business decisions.
Understanding Segmentation in Sleekplan
By default, Sleekplan collects essential information about your users that you can leverage for segmentation. This includes data like email addresses, usernames, votes, posts, and other engagement metrics. You can view this information on individual user profiles by navigating to Dashboard > Contacts and selecting any contact.
However, the real power of segmentation comes from combining this default data with custom information specific to your business needs. You have two ways to add custom metadata about your end users to Sleekplan:
Single Sign-On (SSO) - Pass custom user data during the authentication process
setUser() JavaScript SDK method - Dynamically send user attributes from your application
Through these methods, you can send virtually any metadata about your users to Sleekplan. Common examples include:
👉User Role (Admin, Editor, Viewer, etc.)
👉Monthly Recurring Revenue (MRR)
👉Lifetime Value
👉Subscription Plan (Free, Pro, Enterprise)
👉Trial Status
👉Account Type
👉Department
ℹ️ This custom data appears at the bottom of user profiles, below the standard information Sleekplan collects automatically.
Create Your First Segment
Ready to create your first segment? Follow these steps:
Navigate to Settings > Segmentation in your Sleekplan dashboard. You'll see a list of available fields that can be used for creating segments.
2. If you've passed custom user information through SSO or the SDK, you'll need to register these fields in Sleekplan before you can use them for segmentation.
Click 'Add field' and complete the following information:
Field name: A human-readable name for the field (e.g., "Subscribed Plan")
Identifier: The exact ID you used in your SSO or SDK implementation (e.g., "subscribed_plan"). This must match exactly with the term used in your backend
Type: Select either "String" or "Numeric" depending on the data type.
3. Once your fields are available, you can create segments using any combination of default and custom fields. Segments are organized into groups, and each group has two match types:
👉All - Every rule in the group must be met for a user to be included
👉Any - At least one rule in the group must be met for a user to be included
To add rules to your segment:
Select the field you want to include
Choose a condition based on the field type.
Enter the value to match against
Practical Applications of User Segmentation
Now that you know how to create segments, let's explore how real companies and enterprises use segmentation to make better product decisions:
💡Prioritizing Feature Requests by Customer Value - Create segments based on MRR or subscription tier to see which features your highest-value customers are requesting.
💡Tracking Trial User Feedback - Segment users who are in trial status to identify common pain points or friction during onboarding.
💡Understanding Role-Based Needs - If your product serves different user roles (admins, managers, end-users), create segments for each role to ensure each persona's needs are being addressed in your roadmap.
💡Beta Feature Testing - Create segments of early adopters or power users to gather targeted feedback on new features before rolling them out to your entire user base.
💡Regional Feature Requests - Segment by location or language to understand regional preferences.