Summary
Segments in Accoil help you group users or accounts by shared characteristics so you can take targeted action, understand engagement patterns, and improve product outcomes. Whether you think of them as segments or audiences, they give you a powerful way to tailor engagement and analyze your product experience.
How this helps
Enables targeted action.
Improves insight and analysis.
Streamlines workflows across teams.
What Are Segments?
Segments in Accoil are dynamic groups of users or accounts that share similar characteristics or behaviors. They help you focus on specific cohorts within your customer base—whether for analysis, outreach, or activation strategy.
💡 In many cases, especially in marketing or customer engagement workflows, segments are also referred to as audiences. If you're familiar with audience targeting from tools like HubSpot, Intercom, or Segment, the concept is similar: define who you want to talk to or analyze, based on their behavior and traits.
What Defines a Segment?
Segments are created using filters, which are rules based on:
Traits: Like engagement score, activation progress, tenure, or custom data fields
Events: Like “used a feature”, “downloaded a report”, or “invited a teammate”
Timing: Such as “first seen more than 30 days ago” or “last active within 7 days”
You can combine filters to create highly targeted audiences. For example:
Accounts with activation < 50% and last seen > 14 days ago
Users who used a core feature but haven’t invited a teammate
Accounts with high adoption and increasing engagement scores
Where Segments Are Used in Accoil
Segments power workflows across teams. Once created, you can use them to:
Use Case | How Segments Help |
Product | Understand how different user groups adopt features |
Customer Success | Target onboarding help or renewal outreach to specific account types |
Marketing | Build campaigns for users with similar engagement patterns |
Sales | Prioritize accounts showing signs of readiness or churn risk |
Segments also appear throughout Accoil, including:
Dashboards: Filter metrics by segment
Scoring Models: Focus on performance by group
Exports & Integrations: Sync filtered lists to tools like HubSpot, Intercom, or Segment
Types of Segments
Accoil supports two core types of segments based on what you're analyzing:
User Segments – Based on individual user behavior and traits
(e.g., users with activation < 75%, users who ran a report this week)Account Segments – Based on aggregated user data and account-level traits
(e.g., accounts with no active users in the last 14 days, accounts with low adoption)
Prebuilt Segments: Standard and Suggested
Accoil includes a variety of prebuilt segments to help you start analyzing engagement quickly. These fall into two categories:
Standard Segments – Broad, always-on segments that are available by default and provide a baseline view of all users or accounts, as well as those who are currently active during the scoring period.
Suggested Segments – Intelligent, automatically generated segments based on engagement scores and behavioral patterns. These highlight trends like high or low engagement, recent activity, or significant changes in usage.
Learn more about Standard and Suggested segments
Custom Segments
In addition to prebuilt segments, you can also add Custom Segments using the segment builder. These allow you to define filters based on:
Traits (e.g., activation %, tenure, plan type)
Events (e.g., feature used, report downloaded)
Time-based criteria (e.g., first seen, last active)
Custom segments update automatically and can be sync'd to CRMs and other tools.
Learn more about Creating Segments