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Advanced Segment Options

Advanced Segment options for controlling Study visibility and automatically adding or removing panelists from Studies based on Segment membership.

Segments can be shown in select Studies and they can also be used to automatically add or remove a panelist from Studies. These options are located under the Advanced Options header within Basic and Smart Segments.

Image showing the Advanced Options section for Basic and Smart Segments. This section allows you to control Study Visibility, Add Panelists to Studies and Remove Panelists from Studies.

Study Visibility

By default, Segments that are created within a study, either while programming or via Bulk Import, will only be visible within that study. You can update the visibility of a segment so it appears in All studies, Select studies, or No studies as needed.

To update the Study Visibility of segments in bulk, see here.

📌 Note: Segments created at the site level will be visible in all studies by default.

Add Panelists to Studies

New and existing panelists assigned to this segment will be added to selected studies.

Remove Panelists from Studies

New and existing panelists assigned to this segment will be removed from selected studies.

🗣️ Still have questions or want to leave feedback on how we can do better? Contact us at [email protected].

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