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If you’re importing data from Recollective or Incling, check out these articles. The segments will be brought in immediately!
Segments allow you to group research participants by customer type, demographic, market or other factors to enable filters and comparisons during analysis. You can apply segments manually, or import an Excel Sheet with screener questionnaire data.

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Manual Entry:

  • In the Segments & Participants tab, you’ll see all confirmed speakers in a project.
  • Create custom segment labels (e.g., “Region: UK”, “Age: 18-24”).
  • Assign them to participants by ticking on the left.
  • If filenames contain metadata (e.g., “Interview_UK_Youth”), filter by keyword and bulk-assign segments.

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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’

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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