How to use segments as triggers in Communicate features

In this help document, we take you through how to use segments as triggers for Surveys, Announcements and Chat Invites. These segments can be saved by your team or preloaded as an optimizable segment. 

Helpful definitions: 

• Segment: A segment is a saved group of filters created in Visitors or Settings. Once saved, it can be available to just you or your entire team to jump to these specific combinations of filters, including your Optimizely experiment and variation IDs.
• Optimizable Segment: An Optimizable Segment is one that is preloaded for you by Lucky Orange, including frustrated visitor or engaged visitor segments. 
• Trigger: A trigger is a specific action or event that prompts the Survey, Announcement or Chat Invite to be shown to visitors using AND/OR conditions. 

How to use Segments as triggers

1. Begin creating your Survey, Announcements or Chat Invite
   
   Note: Chat must be set up and launched to use Chat Invites. Click here to learn more about Chat.
2. Proceed through Step 1, which is creating the question (single question Survey), invite (multiple question Survey), content (Announcements) or setup (Chat Invites)
3. In Step 2: Trigger, select Advanced. For multiple question Surveys, this will be step 3.  By default, Triggers will be set on Simple.
4. Select Segment from the rule dropdown
5. Click on the desired Segment from the dropdown list
6. Repeat with AND or OR rules for additional segments or rules
   1. AND: A visitor completes both/all rules. For example, the Survey, Announcement or Chat Invite would only show to the VIP customer segment AND came from Facebook. 
   2. OR: A visitor completes any of the set rules. For example, the Survey, Announcement or Chat Invite would show to anyone who is the VIP customer segment or came from Facebook, regardless of whether they occurred together. 
7. Proceed through the setup process

Don’t see your desired Segment? Head to Visitors or Settings to create a new Saved Segment using your combination of filters.Once created, head back into your Communicate feature, open your desired Survey/Announcement/Chat to edit the settings and click on Triggers. It should be available for your use.