Segmenting Your Feedback Analysis

Overview

Segmentation allows you to break down feedback results by specific respondent groups such as demographics, user types, cohorts, or other attributes. Once enabled, segments appear as filters across dashboards, making your insights more structured and actionable.

Segmentation helps you:

  • Compare different groups side-by-side

  • Understand how feedback varies across audiences

  • Identify high-priority segments

  • Add context to both quantitative and qualitative data


How Segmentation Works

Segmentation is created from structured data captured through:

  1. Survey questions

  2. Uploaded data files (CSV/Excel)

  3. Custom attributes added to a Feedback Group

  4. Metadata synced through integrations

Once detected, segmentation fields automatically become available in the platform’s filter panel.


1. Segmentation Through Survey Questions

Segmentation is enabled when a survey includes at least one single-choice or multiple-choice question.

During processing, the platform:

  • Identifies these questions as segmentation variables

  • Creates segments based on the available answer options

  • Adds these segments to the filtering panel for use in analysis

This allows you to segment any question results or open-text insights by the groups defined within your survey.


2. Segmentation for Data Uploads (CSV/Excel)

Segmentation can also be created from metadata included in uploaded files.

During the Data Mapping step:

  1. Upload your CSV or Excel file.

  2. Map any relevant columns as Multiple / Single Choice question.

  3. These mapped attributes automatically become segmentation fields.

  4. Segmentation filters are added immediately after import.

This allows you to segment feedback even when data originates from external platforms.

Supported segmentation fields in uploads include:

  • User profile attributes

  • Program or departmental information

  • Cohort or lifecycle stage

  • Behavioral metadata

  • Location or organizational data

If a column can be used to identify a group of respondents, it can be mapped as a segmentation variable.


Add to Filters

All segmentation variables—whether from surveys or uploaded data— will have an "Add to Filters" bottom left of the question.

You can use filters to:

  • Narrow results to a specific group

  • Compare multiple segments side-by-side

  • Focus analysis on a particular audience

  • Apply consistent segmentation across dashboards and exports

Filters apply to both quantitative and qualitative insights throughout the platform.


Segmentation in Analysis Views

Segmentation can be applied across all analysis types:

Quantitative Analysis

Segmentation allows you to:

  • Filter charts by group

  • Compare how groups responded to the same question

  • Analyze distributions for each segment

Qualitative Analysis

Segmentation can be applied to open-text data to:

  • Filter by segment

  • Compare segments in sentiment, themes, and flags

  • Identify differences in language or topic frequency


Summary

Segmentation gives you a flexible way to structure and analyze feedback across different respondent groups. Whether created through survey questions or uploaded metadata, segmentation fields become filters that can be applied across all dashboards, charts, and open-text analysis viewsmaking your data more meaningful and actionable.

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