From 94108dea2847e3621f32a8dd9b353d95dd498835 Mon Sep 17 00:00:00 2001 From: Lydia Xie Date: Fri, 31 Jan 2025 15:03:09 -0800 Subject: [PATCH 1/2] BD-3852: Create segments based on event properties --- .../app_settings/manage_your_braze_users/user_permissions.md | 1 + _docs/_user_guide/data/custom_data/custom_events.md | 5 ++--- 2 files changed, 3 insertions(+), 3 deletions(-) diff --git a/_docs/_user_guide/administrative/app_settings/manage_your_braze_users/user_permissions.md b/_docs/_user_guide/administrative/app_settings/manage_your_braze_users/user_permissions.md index f67796c5776..f52c6c4852b 100644 --- a/_docs/_user_guide/administrative/app_settings/manage_your_braze_users/user_permissions.md +++ b/_docs/_user_guide/administrative/app_settings/manage_your_braze_users/user_permissions.md @@ -157,4 +157,5 @@ As of April 2024, to create or update promotion code lists, Braze users need the |Workspace|Create and Edit Canvas Templates|Allows users to create and edit Canvas templates.| |Workspace|View Canvas Templates|Allows users to view Canvas templates.| |Workspace|Archive Canvas Templates|Allows users to archive Canvas templates.| +|Workspace|Manage Custom Event Property Segmentation|Allows users to create segments based on event property recency and frequency.| {: .reset-td-br-1 .reset-td-br-2 .reset-td-br-3 role="presentation" } diff --git a/_docs/_user_guide/data/custom_data/custom_events.md b/_docs/_user_guide/data/custom_data/custom_events.md index 166cab4ed4c..da8a29695ed 100644 --- a/_docs/_user_guide/data/custom_data/custom_events.md +++ b/_docs/_user_guide/data/custom_data/custom_events.md @@ -16,6 +16,7 @@ Custom events are actions taken by, or updates about, your users. When custom ev ## Use cases Some common custom event use cases include: + - Triggering a campaign or Canvas based on a custom event using [action-based delivery]({{site.baseurl}}/user_guide/engagement_tools/campaigns/building_campaigns/delivery_types/triggered_delivery/) - Segmenting users by how many times they performed a custom event, when the last time the event occurred, and similar - Using dashboard [custom event analytics]({{site.baseurl}}/user_guide/data_and_analytics/custom_data/custom_events#custom-event-analytics) to view an aggregate of how often each event occurred @@ -210,9 +211,7 @@ Use event property segmentation to target users based on custom events taken and Event properties for custom events are updated in real-time for any segment that uses them. You can manage properties by going to **Data Settings** > **Custom Events** and selecting **Manage Properties** for the associated custom event. Custom event properties used in certain segment filters have a maximum look-back history of 30 days. -{% alert note %} -If you'd like to create segments based on event property recency and frequency, reach out to your customer success manager to enable segmentation for specific custom event properties. When enabled, you can access additional filtering options when segmenting. -{% endalert %} +To create segments based on event property recency and frequency, you'll need "Manage Custom Event Property Segmentation" [user permissions]({{site.baseurl}}/user_guide/administrative/app_settings/manage_your_braze_users/user_permissions/). You can access additional filtering options when segmenting. The event property segmentation filters include: From 3ae3a9eefb703f507c9ad6e73e0d5365b28a59da Mon Sep 17 00:00:00 2001 From: Lydia Xie Date: Fri, 31 Jan 2025 15:55:03 -0800 Subject: [PATCH 2/2] edit --- _docs/_user_guide/data/custom_data/custom_events.md | 11 +++++++++-- 1 file changed, 9 insertions(+), 2 deletions(-) diff --git a/_docs/_user_guide/data/custom_data/custom_events.md b/_docs/_user_guide/data/custom_data/custom_events.md index da8a29695ed..aa11108af12 100644 --- a/_docs/_user_guide/data/custom_data/custom_events.md +++ b/_docs/_user_guide/data/custom_data/custom_events.md @@ -209,9 +209,16 @@ For a full list of Liquid tags that will cause in-app messages to deliver as tem Use event property segmentation to target users based on custom events taken and the properties associated with those events. This increases your filtering options when segmenting by purchase and custom events. -Event properties for custom events are updated in real-time for any segment that uses them. You can manage properties by going to **Data Settings** > **Custom Events** and selecting **Manage Properties** for the associated custom event. Custom event properties used in certain segment filters have a maximum look-back history of 30 days. +Event properties for custom events are updated in real-time for any segment that uses them. You can manage properties by going to **Data Settings** > **Custom Events** and selecting **Manage properties** for the associated custom event. Custom event properties used in certain segment filters have a maximum look-back history of 30 days. -To create segments based on event property recency and frequency, you'll need "Manage Custom Event Property Segmentation" [user permissions]({{site.baseurl}}/user_guide/administrative/app_settings/manage_your_braze_users/user_permissions/). You can access additional filtering options when segmenting. +##### Adding event properties for segmentation + +You'll need "Manage Custom Event Property Segmentation" [user permissions]({{site.baseurl}}/user_guide/data/data_points/#viewing-data-point-usage) to create segments based on event property recency and frequency. + +To add event properties for segmentation, do the following: + +1. Go to your custom event and select **Manage properties**. +2. Select the **Enable segmentation** toggle to add the event property for segmentation. You can access additional filtering options when segmenting. The event property segmentation filters include: