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
• Types of segments
  • User segments
  • Dynamic company segments
• Using segments for feature prioritization
• Organizing segment feedback on insights boards
• 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. You 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 Settings > Segments.
2. Click Create in the top right corner.
   
   
    
3. Give your user segment a name.
4. Choose a segment type from the dropdown menu. See below for details. 
5. Click Save.
   
   

Types of segments

There are two types of segments: user segments and dynamic company segments. Here's how they work. 

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

You can add segment columns to a grid board to visualize what parts of an item's Customer Importance Score come from sources in a given segment. In the example below, the Video calling feature has a total CIS of 14; two points of that come from a company in the Fortune 500 segment.

See Use the Customer Importance Score to surface your top-requested features for more on how CIS is calculated.

Filtering features by segment values

You can quickly add segment-specific filters to your board without having to use the main filter system.

1. Add a segment column to your grid.
2. Click the ••• More actions button at the top of a segment column and select Filter by [segment name].
   
   
    
3. Select a logic type and importance rating(s), then click Apply.  
   
   

Sorting features by segment values

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

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

Organizing segment feedback on insights boards

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