How to create a segment

Segments provide useful insights into how different groups view your campaign, product or business.

Warren Foushee avatar
Written by Warren Foushee
Updated over a week ago

Navigate to the CRM page and click on the 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 – 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 Activity – 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.

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.

In the next dialog, we'll 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.

After the segment finishes building, you'll be prompted to view it:

From there you can view the segmented participants and use the segment to conduct email outreach, SMS outreach, create new report insights, or filter existing reports.

 If you'd like to edit the segment, click No thanks.

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

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