In this tutorial, we will learn how to create a new segment, review and edit an existing segment, and email segment members.

Segments are groupings (categories) of survey or project participants based on various factors such as location, demographic information, specific question responses, attendance at meetings or events, and other criteria. 

For instance, you can see where certain segment (e.g. male participants in your survey) individuals are located or automatically generate reports.

View a video tutorial here:
How to create a Question Response segment

How to create a new segment

Head over to the CRM page and click on the green Create New Segment button.

In the Choose your selection criteria dialog, you can choose from various criteria to define your segment type. 

Location – You can upload a KML or KMZ boundary file, or manually draw a map boundary to generate a segment comprising participants who are located within the location boundaries you have specified. 

Demographics – This criterion allows you to base a segment on demographic information such as age, gender, level of education, language, etc.

Comment tag – If you have created comment tagging rules for one of your engagement projects, you can use those rules to create a segment so that participants whose comments are part of a particular comment tag rule will be included in that segment.

Question Response (video link) – You can create a segment based on participants’ responses to certain questions. (e.g. everyone who said "No" to a specific question.)

Meeting or Event – This criterion generates a segment on participants’ attendance (or non-attendance) at a particular event or meeting. 

Subscriber List – This segment would include participants associated with a specified subscriber list.

Email Recipients – You can base your new segment on the responses of participants in previous email communications.

Project Participants – This segment can include participants linked to specific engagement projects.

Now, let’s go ahead and create a sample segment.

Click on the Question Response button.

In the next dialog, click on the drop-down arrow to find a question from a list. 

You can either scroll through the list, or search for a specific question.

For this example, we will search for questions that include the word holiday and select the question “Which holidays will you be celebrating this year.”

In the next dialog, we want to select one or more responses from participants in a survey. Participants who selected this response(s) – e.g. Christmas, thanksgiving and College Football holidays – will be included in the new segment. 

In the next dialog, enter a name for the new segment and click Create Segment.

Next, you could open the new segment. For now, we will say No thanks. We want to edit a segment from scratch.

Edit a segment

When you are ready to edit a segment, on the CRM page, select a segment from the list. Note: Click the Trash icon on the right of the segment entry to delete it.

There are a number of options available to edit, update, and view different aspects of the segment:

  1. Edit the segment
  2. Add new selection criteria to include other participants in the segment, or add criteria to remove certain individuals from your segment.
  3. Add an OR selection criterion to specify alternative criteria for participant inclusion in a segment.
  4. View a map showing the location of segment participants.
  5. View segmented data for a particular project. Click Insights to view a dynamically-generated report based on the segment criteria you have selected. 
  6. Click on the Communication tab to email participants information about a campaign. 

Communicating with segment participants

Let’s look in a little more detail about how the email process works.

On the Communication tab, click New Draft.

In the Create New Draft dialog, select a department, project and segment from the respective drop-down lists, and click Create Draft.

This will take you automatically to the Email & SMS page, where you can create new draft message for members of a segment (the Recipients).

The use of segments for data analysis has unlimited potential for actionable insights into the participants in your surveys.

Video tutorial:
How to create a Question Response segment
 
Related articles:
creating a crm segment from a comment tag
how to create an audience segment of meeting participants from the crm

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