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How to Create and Assign Participants to a Basic Segment

Use this article to create Basic Segments and assign participants using three distinct methods: Manual assignment, Bulk Import, or Automated assignment via Task responses.

Basic Segments allow you to group Panelists, limit content visibility within studies, and filter participant data.

Method 1: Manually Create and Assign Basic Segments

Manually assigning participants to Basic Segments is accomplished in the Site Administration. Only Analysts can manually assign Basic Segments.

Step 1: Create a Basic Segment If you’ve already created the segment, skip to step 2!

  1. Go to Site Administration > Panelists > Segments

  2. Click New Segment and select Basic Segment

  3. Enter a Segment Name

  4. (Optional) Expand Advanced Options to configure study parameters:

    • Study Visibility: Limit which studies this segment will be visible in

    • Add Panelists to Studies: Automatically add segment members to specified studies

    • Remove Panelists from Studies: Automatically remove segment members from specified studies

  5. Click Save to create the Basic Segment

Site administration panelists section with create basic segment selected and options to set up the basic segment shown. Panelists>Segments, Segment Name and Save are all highlighted

Step 2: Manually Assign Participants to the Basic Segment

  1. Go to Site Administration > Panelists > Segments

  2. Locate and click into the Basic Segment you want to update

    1. (Optional: Use the Segment Type filter or the Search segments… field to locate your segment)

  3. On the Edit: Basic Segment page, click Manage

  4. Select Not Assigned from the dropdown list next to the Segment name

    1. (Optional) Apply filters such as Name, Username, Email, or Assigned Study to narrow the list of participants

  5. Select the checkbox next to each participant you want to assign

  6. At the bottom of the page, a pop-up will appear with a count of how many panelists will be added to the segment

  7. Click Apply to confirm the assignment

Method 2: Assign Participants via Bulk Import

Analysts and Moderators assigned to the study can assign participants to Basic Segments using Bulk Import.

A Bulk Import allows you to create or update Basic Segments for multiple participants simultaneously by importing a spreadsheet file (.XLSX or .XSL).

Bulk import example with segment columns for genders Female and Male highlighted

Step 1: Prepare the Import Spreadsheet

  1. Open a spreadsheet application such as Excel

  2. Add participant Email Addresses or External IDs in the first column

  3. Create a separate column for each Basic Segment you wish to assign

  4. Enter 1 in the segment column for each participant who should be assigned to that Basic Segment. Leave the cell blank if the segment does not apply

Step 2: Upload and Map the Import

  1. Navigate to through Study Admin > Add Participants

  2. Click on Bulk Import a Spreadsheet

  3. Drag and drop or select the file from your device

  4. On the Column Review screen, review each imported column:

    • For new segments: Select New Segment.

    • For existing segments: Select Assign Segment and select the matching Basic Segment from the dropdown menu.

  5. Click Start Import to complete the Bulk Import

Method 3: Automatically Assign Participants via Task Responses

Analysts or Moderators assigned to the study can automatically assign participants to Basic Segments based on their responses to Poll Tasks, Prompt Tasks, or Poll Blanks within Fill in the Blanks Tasks.

Prompt task segment assignment gif

Assign via Prompt Task

  1. Navigate to the desired Activity and open or create a Prompt Task

  2. When creating your Choice Labels, locate the Add to Segment(s) dropdown menu

    1. If this is a new segment, select Add in the header and enter a Segment Name

    2. If this is an existing segment on your Site, select the desired segment from the list

  3. Click Done on the Choice Label

  4. Click Save to save the overall task

Prompt task set up with Add to Segment highlighted

Assign via Poll Task

  1. Navigate to the desired Activity and open or create a Poll Task.

  2. When creating your Choice Labels, click Show Advanced Options.

  3. Click on the Add to Segment(s) dropdown menu

    1. If this is a new segment, click Add in the header and enter a Segment Name

    2. If this is an existing segment on your Site, select the desired segment from the list

  4. Click Save on the Poll Choice

  5. Click Save to save the overall task

Poll task segment assignment with Add highlighted

Assign via a Poll blank in a Fill in the Blanks Task

  1. Navigate to the desired Activity and open or create a Fill in the Blanks Task

  2. When configuring the Poll Blank within the task setup, click the Segment Icon next to the poll choice

    1. If this is a new segment, click Add and enter a Segment Name

    2. If this is an existing segment on your Site, select the desired segment from the list

  3. Click Insert

  4. Click Save to save the overall task

Segment assignment in fill the blanks task poll blank with the add to segment option highlighted

Still have questions?

If you have questions or feedback about this article, contact the Recollective Helpdesk at [email protected].

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