Manual Entry:
- In the Segments & Participants tab, you’ll see all confirmed speakers in a project.
- Tick the participants you want, then open Actions in the bar that appears at the bottom of the screen (or press ⌘K, Ctrl+K on Windows).
- Choose Add segments to see every segment in the project. Ticking one applies it to everyone selected; a dash means only some of them carry it, and ticking again gives it to all.
- Type a name that doesn’t exist yet to create that segment and apply it in one step (e.g. “Region: UK”, “Age: 18-24”).
- If filenames contain metadata (e.g., “Interview_UK_Youth”), filter by keyword and segment everyone matching at once.
S for segments, R to rename, ⇧R for roles, M to merge.
Excel Import:
- Upload an Excel sheet containing columns for names and demographic fields.
- CoLoop matches participant names and populates segment data (e.g., gender, location, cohort).
- Ensure names in the Excel sheet exactly match those in CoLoop.
- Click + Import Files
- Select the Excel option
- Click ‘Process Community Data’
- Click the “Segment” tick box for any columns that correspond to a segment
- Click ‘Import community data’
Using segments
Segment data can be used to filter data when creating grids, chats, and reels. When creating a comparative grid, you’ll also be able to use segment data to analyze cross-sections of your data.- Click + Add filter
- Tick the segment you’d like to apply
- Close the menu to apply them