Segments help you organize your project's participants into meaningful groups.
Creating a Segment
You can define a segment based on several kinds of criteria, including:
- Demographic Fields (age, gender, state, zip code, etc.)
- Custom Fields
- Enrollment or invitation status
To create a participant segment:
- Open your project and go to the "Participants" tab.
- Select the segment drop-down menu.
- Select "Add Segment."
- Enter a name for your segment and select the filter criteria.
- Select "Save."
When setting filter criteria, you can select various options depending on the type of data. For text data you might select "contains" or "starts with." For numerical data you might select "equals" or "greater than or equal to." You can set multiple criteria and logical conditions as explained in "Using Advanced Filter Logic" below.
Selecting a Segment
In the participant viewer, use the segment drop-down selector to choose which segment to view. You can also choose the default segment for "All Participants." The currently-selected segment is highlighted.
Performing Actions With a Segment
Sometimes you may want to send a survey or notification to a segment. For example, if you have a segment for participants who have not completed enrollment, you may want to give them a gentle nudge with an extra notification.
When you have a participant segment (other than "All Participants") selected, the "Actions" menu will appear. Select it to see a list of available actions. You can:
- Send a survey to all participants in the segment.
- Deliver a notification to all participants in the segment.
- Close a survey for all participants in the segment.
- Set a custom field for all participants in the segment.
Selecting an action will present an action dialog. Here you can select which survey or notification to send, which survey to close, or what custom field to set.
Editing or Deleting a Segment
In the segment drop-down selector window, select the edit icon to edit a segment's name or filter criteria. Select the trash icon to delete a segment.
You cannot delete or edit the "All Participants" segment.
Using Advanced Filter Logic
Advanced filter logic allows you to set up more complicated filter criteria for your segments.
Select the "NOT" button next to any filter criteria to make it into the opposite condition. For example, if the filter criteria is "Gender equals Male" then adding NOT to it will make it select everyone whose gender is not male.
Select the "OR" button to add another criteria where either can be true.
Select the "AND" button to add another criteria where all must be true. The example below will select men who are age 65 and older.