Segments

You can create Segments when using Preely.

From recruitment page to segment

Every time you create a recruitment page, we automatically create a Segment with the same name. All the panelists, you recruit via the recruitment page can be found in the Segment. Be aware that the Segments is deleted if you delete the recruitment page. But no worries, you can use the filter ‘Recruitment pages’ to recreate the panel if needed.

Custom Segments

Are you working in an organization, where not all members with access to Preely, should have access to all panelists? Or do you want to reserve panelists for a future user test? Create custom Segments and assign them to the relevant members. When creating a Segments for e.g. a future user test, you can set an expiration date on the Segments.

1. To create a custom Segment click Segments in the left side menu.

2. Then click Create Segments.

3. Choose a Segment name.

4. Find the panelist segments you want to include and then click Create.

5. Set the expiration date. For a static Segment choose Never.

For a temporary Segment e.g. for a future user test set an expiration date, and the panelists are released on that date.

6. Add the employees who should have access to the subpanel under Account.

Click on the Segment you want to share, invite members, and you are good to go! You find your Segments in the filter list.

Delete Segments

You can of course always delete Segments, the panelist will still be in your panel.

Note that governance and bias control are still effective when working with Segments.

Note

Dynamic Segments are Segments that are linked to a recruitment page. If you delete a dynamic Segments, it cannot be restored.