Survey segments
A great way of getting more out of your survey data is to create segments and look how specific visitor groups are experiencing the website. The default setting is to view all the responses for the selected date range, and this option will always be available to you.
You find your segments to the right, and for now, there is only the segment, “All”.
This segment cannot be changed, but it can be turned (toggled) off.
However, to do so, you need to activate another segment first, as you always need to have at least 1 segment active at a time. Since there are no other segments to choose from yet, we have start with creating some.
There are two ways of creating segments. One is more detailed, while the other is simpler. Since the more detailed will explain the segmentation better, we’ll start with that one – but if you want to skip ahead to the simpler version, you can do so.
Creating segments from scratch
Start by selecting the “Create segment” button that is located under your list of segments. Here you have a full list of settings.
Segment name
The only required segment setting is the name. Use a short but descriptive name. This name will help you to select the right segment later on, but it will also be used in the chart legend, which means that it needs to be understandable for those looking at your data as well.
For example, if you create a segment based on the role “Existing customer”, you can call you segment “Existing customers”. But if you create a segment based on the ratings 4 and 5, you should not call your segment “4-5”. Instead, you can call it “Satisfied users”, or “Gave good ratings”, or similar. Basically, the segment name should not require any explanations.
Shared segments
Next up, we have the option to share your segments. Generally, the segments are unique to each user. However, by sharing your segment, all other users in your account will get the same segment.
Only you are able to edit a shared segment you have created, and there are license limitations for how many shared segments you can have.
For shared segments, you can also choose to make them available in your analytics data, but we’ll explain that more in part 6 - Combining modules.
Filter categories
Let’s skip some of the settings for now, as they will make more sense later, and look at the filter categories instead.
Survey
These filter options are based on which survey version or language. This is the setting needed for the example from before, where you wanted only the Finish survey. With only one active version, these settings are irrelevant for you.
Questions
This is most likely the category you’ll use most, as these are filters based on survey answers. Here, you find the question you want and select the options you want to use for your filter.
You can select several options, and even several questions. However, when using several questions for your filters, it’s easy to accidentally exclude too many respondents and ending up with useless segments. Therefore, try to use only one or two questions for your segments.
Tagged comments
These options work similarly to the question filters, and you select which question and which categories you want.
For example, you may want to know what those that struggled with the navigation (segment based on tagged comments) were struggling to do (what they answered for the purpose question).
Respondent
This is information about the survey respondents, for example device used when answering the survey, or if they signed up for the client panel.
Website interaction
These filters are based on more respondent information, such as page where they answered the survey. If you also have analytics with Extellio, you’ll have more options here, which is explained more in part 6.
After you have selected your filters, let’s look at the settings we skipped.
Combine filters
If you have based your segment on more than one category or question, you can decide if you want the combination rule to be “And” or “Or”.
For example, you have selected the role “Customers” and the purpose “Looking for product information”. You can choose between “Customers AND Looking for product information”, or “Customers OR Looking for product information”.
The default “And” will mostly likely be the one you’ll use.
Inverted filter
You are also able to invert segments.
If you have selected the role “Customers”, inverting the segment will make it “All respondents EXCEPT customers” instead.
With the settings done, click on “Save”, and you have a new segment.
Now that you have more than one segment, you are able to choose which of them you want to look at, or even both.
Creating segments from charts
If creating segments seem complicated, don’t worry. There is a shortcut. Say you want a segment based on your customers. Instead of the “Create segment” button, you can go to the role chart and just click on the bar for customers.
The same segment editor will open, but you will have the name and the segment category filled in for you. You are of course able to change the settings if you want to, but if it looks good to you, you just have to click on “Save” and your segment has been created.
You can create more complicated segments this way too. Say you want to create a segment with customers looking for product information. You already have a segment for customers, so with that segment active, go to the purpose chart.
Now, click on the bar for the product information.
Again, the segment editor will open, but as you can see, your segment is now based on two questions: the role “Customer” and the purpose “Looking for product information”, with the rule “And”.
At this point, you probably need to edit the segment name.
Once happy, save, and your new segment has been created.
There is a lot you can do and learn while looking at your data. If you feel you need some help with the analysis, we have an article to help you.
If you need more help with analyzing your data, you can purchase analysis sessions or analysis reports from our skilled team. Find the product for you here.
Speaking of analysis, in the next part, we’ll look at how you can combine Extellio’s different modules, and what that will bring to your data analysis. If you only have one module right now, you can skip ahead to the automatic reports instead.
For more analysis, let’s move on to the next part.
