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.
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.
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