Add to segment

Luiza Jurczyk
2 min read
updated: Mar 9, 2022

This article refers to old ChatBot builder.

Click here if you use new Visual Builder and want to read the updated version of this article.

The add to segment action automates the entire process of grouping and organizing users who talked with your bot.

Segments help organize users into groups. You can manage segments by bulk actions, such as filters or manual edits performed on every single user in the User section. Also, this process can be fully automated by the Add to Segment action added to the bot stories.

The add to segment bot response can be added to any interaction you want. When the action is triggered, the user is automatically added to the chosen segment. Segments must be created before the action setup.

Getting started with adding users to segmentsLink icon

So, how can this action be utilized in your business? For example, you can create a segment called Newsletter signups and set up the bot to automatically add users that wish to subscribe.

To do so, use the add to segment action below the confirmed signup response and save it. From now on, every time a user confirms the signup, the contact is automatically added to the chosen segment. Similarly, you can apply this action to other interactions.

Keep in mind that the segment group must be created before.
Keep in mind that the segment group must be created before.

Let’s walk through this entire process step by step.

  1. Make sure that you’ve already created a segment. If you don’t have any segments yet, go to the segment overview to learn how to do it.

  2. Go to your stories and choose a new scenario. Open an interaction and go to bot responses.

  3. In the actions category, you will find the add to segment response. Click the icon or drag it to your bot responses.

![Select or drag the save to segment action](https://res.cloudinary.com/dn1j6dpd7/image/upload/v1638781463/cb-help/bot-responses/save-to-segment/add-to-segment-1.png)5. **Select a segment** that will store all users that triggered this action. ![Select a segment](https://res.cloudinary.com/dn1j6dpd7/image/upload/v1638781463/cb-help/bot-responses/save-to-segment/add-to-segment-2.png)6. **Click save** to keep your work.

Was this article helpful?

Got it!

Thanks for your feedback.

Thank you!

We’re happy to help.

Start a free ChatBot trial
and build your first chatbot today!

Free 14-day trial No credit card required

Discover our other products