Great product managers understand how to identify the needs of specific groups within their larger user base, so they can provide specific solutions that serve their needs. Productboard's customer segmentation enables you to group similar companies together and identify which features each segment needs the most.

In this article:

• How to add company data into Productboard
• Creating a segment
  • User segments
  • Dynamic company segments
• Using segments for feature prioritization
• Using segments for feedback organization
• See more:

How to add company data into Productboard

Companies can be added into Productboard in four ways:

1. Companies can be added manually, one at a time, via Companies in the Data section on the left sidebar.
2. Companies can be added automatically via an integration like Zendesk.
3. Customers on Pro+ plans can add companies in bulk via CSV.
4. Customers on Enterprise plans can add companies via Salesforce.

Creating a segment

1. From the Main menu, click Data > Segments.
2. Click Create in the top right corner.
   
   
    
3. Give your user segment a name.
    
4. Click the toggle to display this segment on your board.
5. Choose a segment type from the dropdown menu. Your options will depend on your Productboard plan. They are detailed below.
   
   

 User segments

User segments group together key individuals, regardless of whether they work at the same company. This is especially helpful for VIP stakeholders, like board members or investors. To add users to a user segment, click Add user.

Dynamic company segments

Company segments in Productboard are dynamic. That means you give them rules based on company data (like ARR and Location) and the segment will update its roster of companies automatically in real time. 

Add rules to a dynamic company segment by clicking Add rule. 

Select a field from the dropdown to begin configuring a rule based on that data field. When you click Done on a rule, the preview list of companies which agree with your rules will update, and you may add another rule. You can also change your rules from AND to OR on the left, or use the buttons on the right to delete rules or add them to a rule group.

Note: The list of potential rules is based on your custom company data fields. Any custom number or text fields are eligible for use with dynamic segmentation rules; other custom field types, like single- or multi-select fields, are not.  

When you're satisfied with your rules and companies, click Save to finalize the segment. Until you click save, your changes won't propagate across the workspace, so anyone currently using the segment won't be disrupted if you just want to experiment with its rules.   

If you have custom numeric values for your companies, you will see them aggregated in the segment details. These aggregated values are based on the companies included in your dynamic segment, and you can click on the values to change how they're calculated. 

Using segments for feature prioritization

A segment that's been toggled on as a column will present one or two types of data:

1. Customer Importance Score. Just like the traditional Customer Importance Score, this represents the number of companies in your segment that have had feedback linked to a feature, weighted by how important it is to them. This field is more useful the more insights you generate from feedback.

Filtering features by segment values

Using these two fields, you can filter your features to reveal only those which are most compelling for your segment.

1. Click the ••• More actions button at the top of a segment column and select Filter by column. 
2. Select any combination of filters using across the different filter categories available. Click away from the menu to confirm your choices. 

Note: On grid boards, you cannot filter a column from its more actions menu. To filter a grid by segment value, you must add a filter to the board from either the board's header or from Board controls and select Importance score > Segment importance. See Simple filters for details.

Sorting features by segment values

You can sort your segment columns to reveal the highest impact, highest priority features.

1. Add a segment to your grid.
2. Click the ••• More actions button at the top of a segment column and select Sort ascending or Sort descending.

Using segments for feedback organization

Applying a segment filter to an insights board will surface only the notes submitted by employees at the companies in your segment:

1. On any insights board, click Filtered by..
2. Select Segment.
3. Select one or more company segments.
   
   

See more:

• Import company data via CSV
• How to import company data via Salesforce
• Filter insights boards to find relevant feedback