> ## Documentation Index
> Fetch the complete documentation index at: https://docs.formo.so/llms.txt
> Use this file to discover all available pages before exploring further.
# How to Segment and Export Wallets for Targeted Campaigns
> Build targeted user segments using wallet properties, onchain behavior, and lifecycle data, then export them as CSV for marketing campaigns on X and Farcaster.
This guide covers building wallet segments by net worth, lifecycle stage, and onchain behavior, then exporting them for campaigns on X, Farcaster, and Lens.
## Part 1: Start on the Users Page
Open Formo's dashboard and click **Users** in the sidebar. You'll see a table of all users with their wallet addresses, lifecycle stages, net worth, labels, and last activity timestamp.
Each row is a wallet. Every column is filterable. This is your segmentation starting point.
## Part 2: Apply Property Filters
Click the **Filter** button to add conditions. You can filter by:
* **Lifecycle**: New, Returning, Power user, Resurrected, At Risk, Churned
* **Net Worth**: Exact ranges ($0-$10k, $10k-$100k, \$100k+, custom)
* **Wallet Labels**: Verified accounts, sanctions flags, passport scores
* **Apps Used**: Filter to users who used specific apps
* **Tokens Held**: Filter by specific token holdings
* **Chains**: Filter by blockchain activity (Ethereum, Polygon, etc.)
* **Device**: Mobile, desktop, tablet
* **Country**: Geographic filtering
For example, to target whale prospects, filter for net worth > \$100k AND lifecycle = New.
## Part 3: Apply Attribution Filters
Under **Attribution** section, filter by:
* **UTM Source / Medium / Campaign**: First-touch or last-touch attribution
* **Referrer**: How users arrived at your app
* **First Touch vs Last Touch**: Distinguish acquisition vs conversion sources
Example: Show me all users from a specific Twitter campaign (utm\_source=twitter) who had at least one transaction.
## Part 4: Build Behavioral Segments
Click **Filter** and select **Behaviour** to create segments based on user actions.
Define conditions like: "Users who performed Event X at least N times in the last Y days"
Combine multiple behaviors with AND/NOT logic:
* Users who completed at least 2 swaps AND connected a wallet
* Users who visited the app 5+ times AND did NOT make a transaction
Use these to separate power users from disengaged ones.
## Part 5: Save as a Segment
Once your filters are set, click the **Save Segment** button in the top right. Give it a name like "Q1 Whale Prospects" or "Churned Power Users".
Saved segments appear in a dropdown menu for quick reuse across the app. You can apply the same segment to multiple dashboards and reports.
## Part 6: Export Your Segment
With your segment active, click **Export as CSV** in the top right.
Formo downloads a CSV file with columns: address, ENS name, net worth, lifecycle stage, last activity, and more.
## Part 7: Use Exported Data for Campaigns
Import the CSV into your marketing tools:
* **X/Twitter**: Upload to Tailwind, Buffer, or Twitter Ads for wallet-based targeting
* **Farcaster**: Use Neynar or Warpcast's audience upload feature
* **Lens**: Import to Lens' native campaign tools
* **Email**: If you have wallet owners' emails, import for email campaigns
Each exported wallet includes its onchain transaction history.
## Ready-to-Use Segment Recipes
### Recipe 1: Whale Prospects
Target high-net-worth users who are brand new.
Filter config:
* Net Worth: > \$100,000
* Lifecycle: New
Note: There's no "Sessions" filter in the Users page UI (session count is only queryable via [SQL Explorer](/guides/sql-explorer)). Lifecycle: New already narrows this to wallets in their first lifecycle stage.
### Recipe 2: Churned Power Users
Re-engage users who were once active but disappeared.
Filter config:
* Lifecycle: Churned
Note: There's no "Sessions" or "No Activity" filter in the Users page UI. Lifecycle: Churned already selects wallets that have gone quiet; for a precise session-count or days-since-last-activity threshold, query `num_sessions` and `last_seen` via [SQL Explorer](/guides/sql-explorer).
### Recipe 3: Campaign Converts
Identify users who arrived from a specific campaign and converted.
Filter config:
* UTM Source: \[your campaign source]
* Last Touch: \[same campaign]
* Behavioral: Completed Transaction at least 1 time
### Recipe 4: DeFi Crossover
Find users who use competitor apps and yours (cross-protocol opportunity).
Filter config:
* Apps Used: \[Competitor App A] AND \[Your App]
* Behavioral: Performed swap at least 1 time in your app
### Recipe 5: Dormant High-Value
Wake up large wallets that haven't returned recently.
Filter config:
* Net Worth: > \$50,000
* Lifecycle: Churned OR Returning
Note: There's no "Last Activity" filter in the Users page UI. Lifecycle already reflects recency (Churned means gone quiet, Returning means recently reactivated); for a precise days-since-last-activity threshold, query `last_seen` via [SQL Explorer](/guides/sql-explorer).
## Targeting Recipes for Campaigns
### ICP Definition by App Type
| App Type | Characteristics | Avg. Net Worth | Transaction Frequency |
| ----------- | --------------------------------------------------- | -------------- | --------------------- |
| **DEX** | Active traders, high risk tolerance, frequent swaps | $50k-$500k | 10+ txs/month |
| **Lending** | Risk-averse, capital preservation focus | \$100k+ | 2-5 txs/month |
| **Gaming** | Regular engagement, competitive interest | $5k-$50k | 20+ txs/month |
| **Bridge** | Multi-chain users, often whales | \$200k+ | 5+ txs/month |
### Four Ready-Made Segment Recipes
**Recipe: High-Value DeFi Users**
| Filter | Condition |
| --------- | --------------------------------------- |
| Apps Used | Uniswap, Aave (or other DeFi protocols) |
| Net Worth | > \$50,000 |
| Lifecycle | Power user OR Returning |
**Recipe: Churned Whales**
| Filter | Condition |
| --------- | ----------- |
| Net Worth | > \$100,000 |
| Lifecycle | Churned |
**Recipe: Competitor Users**
| Filter | Condition |
| --------- | ---------------------- |
| Apps Used | \[Competitor App Name] |
| Net Worth | > \$10,000 |
| Your App | Has NOT transacted |
**Recipe: Campaign Responders**
| Filter | Condition |
| ---------------- | ---------------- |
| UTM Source | twitter |
| UTM Campaign | \[Campaign Name] |
| Wallet Connected | Yes |
### Campaign Channels
* X/Twitter ads (upload CSV to Twitter Ads Manager)
* Farcaster outreach (use Neynar audience upload)
* Discord community targeting
* Airdrop/rewards distribution
### Track Campaign Performance
| Metric | Measurement |
| ------------------ | ---------------------------------- |
| Wallet Connections | Count from UTM tracking |
| Transactions | Conversions from segment |
| Volume | Total value transferred |
| Cohort Retention | Segment reactivation after 30 days |
### Campaign Messaging by Segment Type
Tailor your messaging based on the segment you're targeting:
| Segment | Goal | Message Strategy |
| -------------------- | ------------- | ------------------------------------------------------------------------ |
| **High-Value Users** | Retention | Exclusive feature previews, VIP support, governance participation |
| **Churned Users** | Re-engagement | "We miss you" messaging, new feature announcements, incentives to return |
| **Competitor Users** | Acquisition | Differentiation messaging, migration incentives, comparison content |
| **New Users** | Activation | Onboarding content, first-transaction rewards, educational materials |
### UTM Tracking Tip
Add unique UTM parameters to your campaign links:
```
https://yourapp.com?utm_source=twitter&utm_campaign=whale_targets&utm_medium=social
```
Formo captures these automatically. Filter by UTM in the Attribution section to measure each campaign's impact.
## FAQ
Yes. Apply a saved segment, then add additional filters on top. The results will be the intersection of both.
Segments save your filter criteria, not a fixed list of wallets. Reopening a segment re-evaluates the filters against current data, so membership updates as wallets start or stop matching.