Skip to main content
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.

​
Manual entry:

  1. In the Segments & Participants tab, tick the participants you want. Every speaker in the project is listed, confirmed or not.
  2. Click Add segments in the bar that appears at the bottom of the screen (it is also under Actions, ⌘K, Ctrl+K on Windows).
  3. Tick a segment to apply it to everyone selected. A dash means only some of them carry it; ticking again gives it to all.
  4. To create a segment, type a name that doesn’t exist yet (e.g. “Region: UK”, “Age: 18-24”). It is created and applied in one step.
  5. If filenames contain metadata (e.g., “Interview_UK_Youth”), filter by keyword first to segment everyone matching at once.
The same menu renames participants, sets their role, merges duplicates, and removes every segment from the selection. Each action shows its shortcut, so once you know them you can press the key instead: S for segments, R to rename, ⇧R for roles, M to merge.

​
Merging speakers

A speaker belongs to the file it was found in, so one person interviewed five times is five rows here. Tick the rows and choose Merge speakers (M) to combine them, then pick which one to keep. A merge cannot be undone, so the dialog says how many turns across how many files will move. Outputs generated before the merge keep the old names until you regenerate them. When the same confirmed name appears in several files, Merge duplicates in the tab’s toolbar merges all of them at once. It lists every name that repeats (with the same role), each with the number of speakers and files involved; uncheck any you want to keep apart, then merge. Unconfirmed speakers are left out until you confirm them, and the button only appears while something repeats. Turn on Group by file to read the table the other way round, each file listing the speakers found in it.

​
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. In an analysis grid you can also build rows from segments to analyze cross-sections of your data.
  • Click + Add filter
  • Tick the segment you’d like to apply
  • Close the menu to apply them