Adding Segments to a Survey
Survey segments allow organizations to view responses to weighted questions as categories instead of numerical values. For example, an HCP can be categorized as a "high subscriber" or "low subscriber" based on the response to a question asking how often they prescribe a product. The survey designer specifies the segment names and the minimum and maximum limits used to sort responses into each segment.
When a survey target is submitted, the segment is determined based on where the survey target score__v field value falls within the segments defined for the survey. The segment name is stored in the segment__v field on the survey target. The segment__v field is re-calculated if the survey is unlocked, the segments are edited, and then republished or when the survey target is unlocked and resubmitted.
Who can use this feature?
- Browser Users
- Users do not require an additional license
- Survey Designers
Configuring Survey Segments for
All Users
To configure this feature, ensure Configuring Surveys is complete.
Using Survey Segments as
Survey Designers
To define Segments for a survey:
- Select the Edit action in the Segments section on a survey.
- Select Add New Segment from the Segments section of the survey record.
- Enter a name in the Segments column.
- Enter the minimum score for the segment in the Min Score column.
- Enter the maximum score for the segment in the Max Score column.
- Select Save.
Follow these guidelines when creating survey segments:
- Segments cannot overlap with each other and cannot exceed the minimum and maximum score values of the survey. The minimum and maximum score values of the survey are calculated based on the highest and lowest possible scores for each individual question. For example, if a multi-select question has five answer choices each worth 10 points, the highest possible value for that question is 50 points increasing the maximum possible score for the whole survey by 50 points.
- Segment names cannot contain semicolons
