Visitor Filters

Navu divides visitors into groups using "filters". They are used on the Tracking tab (and the Navu Panel) to narrow your view of visitors. They are used on the Segments tab to create or edit a segment. In each case, when you click on Filters, a dialog will pop up where you can configure a filter.

There are many kinds of filters, and these can be combined in any way you choose:

• Status: This lets you filter based on the engagement status of the visitor. By default, this filter limits visitors to those who meet certain basic criteria such as not being bots, or from an unsupported geography ("foreign"), etc. But you can adjust this filter according to your need.
• Geography: Based on the country or region (state/province) within a country
• Device: Based on the device type (phone, desktop, tablet) the visitor is using
• Acquisition: Based on the channel (advertising, organic-search, etc.) that brought the visitor to the site, or a specific acquisition campaign within a channel
• Landing Page: Based on the page on which a visitor started their visit to the site
• Content: Based on whether a visitor has been to a particular page on the site
• Content Cluster: Based on whether the visitor's journey suggests a strong association with a given content cluster
• Company: Based on whether the visitor appears to be associated with a certain company (typically based on IP address enrichment)
• Email Domain: Based on whether the visitor has been identified with an email address in a given domain
• Features: Navu automatically tags visitor journeys with certain "features" such as "search" to indicate that they used the site-search function, or "identity" to indicate that Navu has identity information for that visitor, etc. If you choose multiple features, a matching visitor must have all of those feature tags.
• Guide: Based on whether the visitor has been assigned a particular guide during their journey. Note that this can only be used for Tracking and not for segmentation.
• Guided: Based on whether the visitor has or has not been assigned any guide during their journey. Note that this can only be used for Tracking and not segmentation.
• Transition: This is based on whether a visitor's status has changed in a certain way, such as if they immediately convert on the landing page.

When filters are used for tracking, most specific filters except for Status will allow you to choose at most one specific case. But when you are defining a filter for a segment, there are several filter types that support multi-select. So, for example, when filtering based on Geography, you can select multiple countries.

In the various filter selection lists, you will often see counts or percentages listed. These are there to help you know how recent visitors break down into those different sub-groups. For example, in Geography, you can see for each country or region within a country, the percentage of recent visitors from that particular country/region.

Warning: when you change the filter for a segment, you will be affecting visitor assignment going forward, but these changes are not retroactive. So the historical metrics will not reflect those changes.