The Scale plan is required to access Segmentation.

What's the purpose of segmentation?

You can now create multiple audience segments within one project, helping you maintain quotas.

By default, PlaybookUX studies are first come first serve. Segmentation allows you to reach demographic quotas within one project.

For example, you may want to test how different income ranges react to your website. In that case you could set up a segment with 5 participants under $100,000 in household income and 5 participants over $100,000 in household income.

Another popular use case for segmentation is to have an even distribution of devices. For example, you may want 5 participants to take the study on a mobile phone and 5 participants to take the study on a computer.

Setting up segmentation

Start by creating a project that utilizes the PlaybookUX panel of participants.

You'll be asked to enter the number of participants, device, demographics and screening criteria of the audience.

You can always use a saved audience for each segment, which can save a lot of time!

We recommend naming your segments. This will make it easier to analyze your research since you'll be able to filter by segment on the Analytics page.

In this example, I've named the segment "Parents".

Once you've set up your first segment, scroll down and click the button "New Audience Segment".

Once you click "New Audience Segment", you'll see an option to create another segment. We don't limit the number of segments so you can create as many as you'd like.

Once your study is launched, you can save your segments as audiences by clicking "Save Audience" on the Study tab.

Analyzing a your research

Once your study is complete, you can use the filter on the top right of your screen to view the Participant & Analytics data by segment. This is particularly helpful if you're conducting larger studies with many participants.

In the below example, there are two segments "Parents" & "College students"

Participants tab

Analytics tab

As you conduct more research, segmentation becomes more powerful. It allows you to set up less studies, compare and contrast answers by segments and find themes across different groups.

The scale plan is required to access segmentation

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