Segments are a way to group participants based on how they respond to questions in surveys or based on demographic information. For example, you could create a segment called “Home Owners”,  grouping people who answered “Yes” to the question “Do you own a house?”  This is a Question Response segment. Or, you could create a segment called “Spanish speakers”, grouping people whose native language is Spanish.

Let’s create an example of the second instance, a Demography segment.  

Head over to your organization’s CRM page and click Create New Segment.

In the next dialog, click Demography.

In the next dialog, you can select a demographic type. These are Age, Gender, Race, Education, Marital Status and Referral. For all but the last (Referral), you must have included the appropriate demographic question in one of your surveys, e.g. “How old are you?”

Note: These demographic triggers will not pull demographic information from the system if you created your own unique demographic question, e.g. “Do you live in Texas?” (a Question Response segment type.) The question must have come from a system-generated question you selected to include in your project.

Let’s view an example using the Age demographic.

In the next dialog, select the age range of people you wish to include in your demographic segment and then click Continue.

Give the segment a meaningful name and click Create Segment.

You can also create segments by:
📍 Location
💬 Comment tag
Question Response
🙋 Meeting or Event
📋 Subscriber Lists
🤳🏻 Project Participants
📧 Email Recipients

Related Articles:
How to create an audience segment of meeting participants from the CRM
How to edit a segment
Communicating with segment participants

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