In a Study, Analysts and Moderators have the ability to filter Participants using various options. This can be useful when moderating and analyzing responses, allowing administrators to take a more granular approach when analyzing their data. Advanced filtering criteria can also be leveraged to create Smart Segments within the Study space. Analysts and Moderators can filter in the following steps.
Step 1: Filter Participants via segments
Step 2: Filter Participants via advanced filtering
Step 1: Filter Participants via Segments
ℹ️ Note:
📍 Go to the Study’s Summary tab
To filter Participants using a Basic or Smart Segment, click on the Segments option
Select the relevant segment(s) from the drop-down list
Determine whether the filtering options should Match Any or Match All
Step 2: Filter Participants via advanced filtering
ℹ️ Note:
📍 Go to the Study’s Summary tab
Click on the Filters option.
In the new modal that appears, you will be able to select from Advanced Filters or Select Participants
From the Advanced Filters tab, you can select an attribute or Smart Segment to filter Participants
After making your selections, click the Filter button
Optional: Selected attributes can be saved as Smart Segments by clicking Save as Smart Segment
Clicking on the Select Participants tab will allow Admins to choose specific Participants to filter from the menu.
Once you have completed these steps, you will have successfully filtered Participants within a Study.
📌 Note:
Note: You can also leverage these filtering options from within an Activity’s Responses stream.
📌 Note:
🗣️: Still have questions or want to leave feedback on how we can do better? Contact us at [email protected].