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Segments help you quickly identify the right candidates by saving a reusable set of filters. Instead of filtering for the same attributes every time, you save a segment that reflects a specific persona or set of criteria, then apply it in a click. Segments are dynamic: they re-run their filter live every time you view or use them, so a segment always reflects who currently matches, not a fixed snapshot from when you created it. Segments are useful because they give you:
  • Speed — apply saved criteria instantly instead of filtering from scratch.
  • Consistency — standardize how your team defines participant groups.
  • Flexibility — segments stay up to date automatically as candidate data changes.
  • Focus — pre-filter unqualified candidates before recruitment begins.

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Creating a segment

There are two ways to create a segment, and they produce the same kind of account-wide, reusable segment. From the Candidate segments page:
  1. Go to Settings → Candidate segments.
  2. Click Create a new segment.
  3. Add your filter criteria, and choose whether candidates must match All or Any of them.
  4. Name the segment and save.
From the Candidates list:
  1. Apply the filters you want on the Candidates page.
  2. Click Save segment.
  3. Name it and save.

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What you can filter by

Beyond custom attributes, segments can filter on participation history (studies participated in, completions, invites, no-shows, response rate), eligibility status, join date, last-invited date, core fields (name, email, phone, timezone, opt-in status), and even another saved segment as a criterion, though a segment can only reference one level of nested segments.
Segments can’t filter on tags (candidates don’t support tags) or on a specific email domain, only general text matching. Consent status also isn’t a filterable field.

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Editing and deleting a segment

From the Candidate segments page, use the pencil icon to edit a segment’s filters, name, or All/Any setting, and the trash icon to delete it. Both are fully supported, changes take effect the next time the segment is applied.

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Using a segment

Segments show up in a few places: On the Candidates list — apply a segment the same way you’d apply any filter, to quickly view just that audience. In a study’s Plan step — under Participant Segments, you can build per-study segments scoped to just that study, separate from your account-wide segments. These support only “match all” logic and aren’t reusable elsewhere. Segments aren’t available for Focus Group or continuous (always-on) studies.
  1. Open your study and click Plan.
  2. Find Participant Segments and click + Add segment.
  3. Add criteria the same way you filter candidates elsewhere.
  4. Click + Add segment again for additional segments.
Changes save automatically — even on a published study, with no need to republish. When recruiting into a study — click Add, then Add from [segment name] to add matching candidates, or turn on Segment matches only in the candidates modal to see just your account-wide segment’s matches.
If no candidates match your criteria, review your segment’s filters or broaden them.

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Troubleshooting

Still need help? Contact us at support@greatquestion.co — median response time is 19 minutes during support hours.