A segment consists of any group of respondents within a survey who answered one or more choice or open-ended questions the same way. Often, segments consist of demographics, including age, gender, ethnicity, and geography. Segments are helpful in analyzing study results for certain groups of respondents and identifying differences among them.

A respondent qualifies for a segment by meeting a set of conditions. These conditions are based on choice and open-ended questions programmed in the study. You must set conditions precisely to include and exclude the right respondents from segments.

To locate the Segments tab, click on "Segments" in the Study design section of your study.

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A “Segment List” will appear on the screen. Add new segments by clicking the blue “Add new” button on the top of the screen.

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A “Segment Options” panel will appear to the right of the Segment list.

Name the segment.

Next, choose the question type that qualifies your target segment.

Choose “is” or “is not” depending on whether you want to include or exclude certain choice options.

Choose “exactly," “any of," or “every of” to identify how many chosen answers the respondent must have selected to meet the condition.

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Select the answer choice options from the dropdown menu that are necessary to meet the condition. Every option that was provided for the chosen question should appear, then disappear from the dropdown list as you select them for the condition.

You must choose whether all of your conditions must be met, or at least one must be met, for a respondent to qualify for the segment. You will choose between “All conditions are met” or “At least one condition is met."
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This option only matters if you enter more than one segment condition. If you plan to enter more than one condition for a segment, click “Add another condition” at the bottom of the Segment Options panel.
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A respondent must meet every condition you enter to qualify for that segment.
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For example, if you want to create a segment of people between whose age is between 35-50 and whose income is less than $25,000, respondents must meet all conditions, meaning they must be between 35-50 AND have an income less than $25,000.

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Respondents qualify for the segment if they meet at least one of the conditions you create.
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Using the same example as above, a respondent's age could be between 35-50, OR their income is less than $25,000 to qualify for this segment.

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If you want to create a segment around an AI open-ended question, you can just follow the same steps as above and select an open-ended question you want to build the segment around in the drop-down menu.
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Once you do so, new prompts will appear that allow you to select between "evaluation is" or "evaluation is not," as well as choosing the evaluation position as "agree," "disagree," or "neutral."

Select the "Every of" or "Any of" option. These guidelines follow the same as above for closed-ended questions. After this option, you can select the open-ended verbatim responses to the dataset you chose in the drop-down below.

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Note: If you select the "Any of" option in combination with more than one answer, you can set the minimum and/or maximum number of matched elaborations in the currently visible "Advanced options" tab.
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If you want to build a segment from the List, select the List display name from the drop-down menu. Choose "is" or "is not," depending on whether you want to build a segment based on the fact that the List contains OR does not contain any item.

Pick an item identifier (column) from the imported Community list to build segments from the Community data.

Choose "is" or "is not" and select the mathematical operator from the drop-down menu. These operators will vary and depend on the column's data type.

Finally, either type the text you want to match your condition with or select an option if the item identifier is a choice question.

You can use segments to compare groups of respondents in, during, and after data collection. You can also track collection within segments to see which types of respondents the study is getting. This will automatically generate as respondents begin entering the study.

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Note: Please read and refer to the Working with Data section of the Help Center for more information on using segments in your data analysis.
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