Adding New Basic Segments

To add a new Basic Segment manually:

  • Go to Site Administration > Segments
  • Click New Segment 
  • Select Basic Segment
  • Enter a name for the Segment and click 

To add or assign participants to Basic Segments using a Bulk Import:

  • Each column in your spreadsheet must have a header
  • Place a 1 in the column to assign a panelist to that Segment
  • When you import your spreadsheet, you will need to review each columns data
    • If this is a brand new Segment, select New Segment and update the Segment name as needed
    • If this is an existing Segment on the site, select Assign Segment and pick the corresponding Segment from the dropdown list
  • Click here for more information related to Bulk Imports
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