During your onboarding process, you may have imported profile data that you would like to use to group or otherwise classify panelists. If so, you may wish to create a Smart Segment. In a Smart segment, panelist are automatically assigned to the segment based on filtering criteria that you define. Analysts can create Smart Segments from within Site Administration.
Creating a Smart Segment
Analysts can go to Site Administration > Panelists > Segments
Click New Segment and select Smart Segment
Enter a Segment Name
Under Smart Segment Criteria click on the Select an Attribute dropdown list
Select your criteria from options listed in either the Standard or Profile Fields tabs. You can further customize the selected criteria further to meet your specific needs
(Optional) Click Test Filter to preview which panelists currently match your defined criteria
(Optional) Expand Advanced Options to configure study parameters:
Study Visibility: Limit which studies this Smart Segment will appear in
Add Panelists to Studies: Automatically add matching segment members to specified studies
Remove Panelists from Studies: Automatically remove matching segment members from specified studies
Click Save to create the Smart Segment
Once you have completed these steps, Recollective will automatically add and remove panelists to the segment based on the rules that you defined.
Note: Panelists cannot be manually added to Smart Segments. If the desired panelists are not being assigned to your Smart Segment, consider reviewing your criteria and leveraging the Test Filter button.
Still have questions?
If you have questions or feedback about this article, contact the Recollective Helpdesk at [email protected].