Skip to main content

Search

Welcome to our Engage Knowledge Base

Search for answers to your questions about CloudResearch Engage by entering keywords below, or look through our Knowledge Base.

Using Segmentation on Engage

CloudResearch Account
  • Updated
Welcome to our guide on using segmentation in Engage. This tutorial will demonstrate how to segment your data to analyze specific groups based on criteria like demographic information or response patterns. To enable the segmentation feature for your project, please contact our support team via our contact page.

Login to Engage

1. Click "Results"

Navigate to the "Results" tab in Engage.

Click 'Results' 

2. Click "Export"

Export the data as a CSV -- This file contains all the session data you need for segmentation.

Click 'Export' 

3. Click Data

You will need session IDs from the CSV file.

Click Data 

4. Filter or sort data

Filter for the demographic or demographics you would like to use for segmentation.

Filter or sort data 

5. Switch to Engage

Return to Engage

Switch to 'engage.cloudresearch.com' 

6. Click Segments

and locate the segments section in the results tab.

Click Segments 

7. Click "Create Segments"

Start creating segments by selecting "Create Segment".

Click 'Create Segments' 

8. Add Title and Description for Segment Set

Give the segment set a title and optionally, a description.

Switch to 'engage.cloudresearch.com' 

9. Example

A semgent title of "Sex" and description of "which sex was the participant assigned at birth".

Example 

10. Click "Next"

Hit next to define specific segments within the set.

Click 'Next' 

11. Fill in Segment Name and Description

Fill in a specific segment within the set and optionally, a description.

Fill in Segment Name and Description 

12. Example: Female segment

For example, female would be a segment within the sex segment set.

Example: Female segment  

13. Paste segment participant or session IDs

Paste participant or sessions IDs matching the segment from the CSV file.

Paste segment participant or session IDs 

14. Filter for females

For example, paste the session IDs of all females from the data. To do this, filter the data for females in the sex column.

Filter for females 

15. Copy session IDs

Then, copy all of the participant IDs.

Copy session IDs 

16. Paste Female Session IDs

Paste the IDs into Engage.

Paste Female Session IDs 

17. Add Segment

Once the IDs are pasted in, add the segment to the set.

Add Segment 

18. Repeat For Other Segments Within the Set

Example: Do the same with the male segment within this segment set.

Configure Male Segment 

Click here

Click 'Add Segment' 

21. View Segments

View your segments and segment set summaries on the bottom of the screen.

View Segments 

22. Expand row

Expand each row for more details about the segments.

Expand row 

23. Expanded View

When expanded, view the segment name, description, and how many sessions are included in the segment.

Expanded View 

24. Actions

Copy the IDs, edit, or delete the segment.

Actions 

25. Click "Next"

Once all segments are added to the set, hit next to proceed.

Click 'Next' 

26. Click "Confirm"

Confirm when prompted.

Click 'Confirm' 

Thank you for watching. If you have any questions feel free to access our other guides or reach out to our support team.

Comments

0 comments

Please sign in to leave a comment.