Segments allow you to group research participants by customer type, demographic, market or other factors to enable filters and comparisons during analysis.
Segments can be applied manually or automatically based on an Excel Sheet (refer to full guides here):

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Manual Entry:

  • Create custom segment labels (e.g., “Region: UK”, “Age: 18-24”).
  • Manually assign them to each participant.

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File Name Filtering:

  • 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.