We’re pleased to announce that we’ve just launched user segments. In this article, we’ll explain how it’s now possible to segment survey responses by teams, offices, geography and more.
Since we launched, we have found that whilst it’s great to be able to get a ‘whole of organisation’ measurement, we have also had a number of customers ask us about the ability to divide their employees by different segments. Some leaders wanted to be able to sort by teams (for example, IT, marketing, customer support departments) and others by geographical offices (London, Dubai, Sydney anyone?).
I’m pleased to announce we have now released this feature.
Rather than simply have a locations and departments option, we have extended this philosophy to create entirely customisable user segments.
This now means you can now create segments that make sense for your organisation. You can create segments for any filtering, such as;
- Office locations
- Departments or teams
- Length of service
…or any other suitable groupings.
An example would be you have segments for both location (New Delhi , London and Melbourne) and by department (Customer Support, Human Resources and Marketing). Anika, who works in Marketing out of the New Delhi office, could be placed under both the location segment of New Delhi and department segment of Human Resources. Meanwhile, Robert who works in London in the Customer Support team can appear in those segments.
Let me guide you through how to use user segments in your organisation.
To create a segment, click on the ‘Manage segments’ menu item, located under the ‘My team’ menu item, as illustrated below.
Selecting this option means you will arrive at the Segments screen.
The segments screen allows you to view, add, edit or delete any segments. In the example below, we have three defined user segments. Next to each segment name, we have how many users are within these segments, and the actions allow you to View (which displays all users defined within that segment), Edit (which allows you to add or remove users, as well as change the segment name) and delete (which does as expected).
If you need to add or remove users from a segment, simply click the corresponding ‘Edit’ next to that segment name. To add an entirely different segment, use the ‘Add new’ button, located next to the Segments title.
You can change the name of a segment at any time, without affecting the users assigned to that segment. Deleting a segment does not delete the users within that segment; if the user is only assigned to that segment, they will now be assigned to no segments.
Segments and reports
Finally, to be able to see your segments in action, look for the ‘Filter using segments’ drop down in your next regular report. Using this drop down will mean you can filter responses by segment.
This will allow you to see your user responses by segment. (In Anonymous mode, you will see the combined average of all users within this segment, not individual responses). To return to a ‘whole of organisation’ view, simply choose the ‘All Users’ option, to return to this report.
We have released the segments feature for all plans, adding extra value to your paid subscription. As our customers are already discovering, using segments is a great way to be able to manage and filter by teams, offices or other criteria to get a better, more granular understanding of sentiment and responses.
Have a feature request or feedback about this new feature? We would be delighted to hear from you!