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People and segments

Pick exactly who to ask, without a CRM.

Send Pulseri who your customers are. Group them into accounts and save any filter as a segment.

Eight people are narrowed by three filters (plan, joined recently, low score) to three, and saved as a group.

Filters

  • Plan: Growth
  • Joined: last 90 days
  • Score: under 7

3 people

  • Camila ReyesGrowth · 3 weeks ago

    4
  • Fatima Al-SayedGrowth · 2 months ago

    6
  • Sofia MarinoGrowth · 10 weeks ago

    5

Saved as a group

New Growth customers to check on

Identify

Send people in one line

Tell Pulseri who someone is. Repeat when something about them changes.

Pulseri.init('pk_live_...')
Pulseri.identify('user_123', { plan: 'pro', seats: 12 }, {
  name: 'Emily Carter',
  email: '[email protected]',
  groupId: 'northwind-books',
})

Send the details from your web app or your server. Pulseri creates the person, then keeps them up to date. Your own user ID ties it together, so nobody is counted twice.

Link a person to their account with the account's own ID, and send the account's details in a second call. You can send customers or your own team.

See the code

The building blocks

People, accounts and traits

People

Anyone who can get a survey. A person is a customer or a teammate, never both.

Groups

A customer account, or a department for your team. Scores roll up for each.

Traits

Any detail you send, such as plan, country or seats.

Segments

A saved filter, such as Pro plan and Germany. Surveys use it to pick who to ask.

Segments

Save the filter, ask the right people

Build it once and use it in any survey.

To ask only customers on the Pro plan in Germany, add those two conditions, name the segment and pick it when you set up a survey. People who match later join the next send.

Pulseri blocks deleting a segment a survey uses, or a trait it relies on.

Search

Find anything in two keystrokes

Press Ctrl K, or Cmd K on a Mac, anywhere in the dashboard. Type a name and Pulseri searches people, accounts, traits, segments, surveys, teammates and alert rules.

  • Typos are fine. A name with two letters swapped still turns up.
  • You only see the records your role may view.
  • The same box jumps to a page or starts a common task.
Plans

Limits by plan

Your plan sets how many people, traits and segments you can keep.

People
2,500
Traits
150
Segments
50

Keep reading

Questions people ask

No. Send Pulseri who your people are, with the details you choose, from your app or server. Pulseri keeps them and lets you filter by them.

Start with the people you already have

Read the API docs, send your first person and build a segment. Try the whole product for 14 days.

Free for 14 days. Cancel any time before it ends.