Saved filters let you group applicants by criteria, so you can quickly identify and invite the right mix of participants. A saved filter can include a set of filters, specific set of table fields and sort oder, for example:
"Anyone between the ages of 16 - 30 who lives in Queensland"
Anyone who fits the criteria is added to the filtered view automatically, including new applicants as they arrive.
Create a saved filter
Click Filter in the top left of the participant table and apply the filters you want. You can also use the fields button to hide or reorder columns.
Click Save filter
Give it a clear, descriptive name.
Saved filters live in the panel on the left of the screen, which you can open and collapse using the button to the left of the page title.
Tip: add a goal number to the filter name, like 16 - 30 y.o. Queensland (3). This tells our Fulfilment team how many you need in that filter so they can push recruitment accordingly. We generally can't guarantee exact segmentation splits unless they're pre-approved with the Fulfilment team, so if a split is critical, raise it on live chat early.
You can now create segments with quota targets during the recruit setup prior to submission on Unmoderated studies, Surveys and AI moderated studies. Learn more
Delete a saved filter
Navigate to the saved filter
Select Delete in the dropdown menu to the right of the page title.
Who can see saved filters?
Everyone on your team sees the same saved filters, and anyone can create, edit or delete them.
Saved filters and segments are stored against the individual study, not your account.
Our support team can also create example filters in your study for seamless collaboration.
What information can be saved against a Segment?
Applied filters
Active and inactive fields
Field order
Shortlisted applicants
Note: shortlisting is global across the study, not per segment