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What is a Segment?

A Segment in Panel Pro is a dynamic group of panelists that updates in real time based on a set of conditions you define. Segments help you find the right people for your research by applying filters across a wide range of data points collected from panelists. Unlike Panels, which are manually curated lists, segments are automatic — panelists are added or removed as their data changes. If someone updates their profile or completes a new survey, they’ll appear in (or drop out of) your segments accordingly.

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Condition Types

When building a segment, you add conditions to define who should be included. There are seven types of conditions available, each filtering on a different dimension of panelist data.

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Panelist Conditions

Filter on panelist profile attributes — the basics of who someone is and where they work.

• Job Title — Search for specific job titles. Example: find all panelists with “Software Engineer” or “Backend Developer” in their title.
• Job Level — Filter by seniority: Entry-Level, Intermediate, Experienced, First-Level Management, Middle Management, Senior Management, Executive/C-Level, Business Owner, or Freelancer.
• Industry — Filter by industry category (Technology/IT, Healthcare, Finance, Automotive, and many more).
• Employment Status — Filter by employment type: full-time, part-time, self-employed, student, retired, etc.
• Location — Find panelists within a radius of a specific location. Example: panelists within 30 miles of Seattle, WA.
• Company Name — Search by company name (contains, starts with, or doesn’t contain).
• Age — Filter by age range. Example: panelists between 25 and 40 years old.
• Hourly Rate — Filter by the panelist’s hourly session rate (equal to, greater than, less than, etc.).
• Last Name — Search by last name (contains, starts with, or doesn’t contain).
• Email — Search by email address (contains, starts with, or doesn’t contain).

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Question Conditions

Filter on responses to questions — both Panel Pro’s global questions and your team’s survey questions. This is the most common condition type.

• Answered — Filter based on how a panelist answered a specific question. The available operators depend on the question type:
  • Text questions — contains, doesn’t contain, starts with, is empty, is not empty
  • Number questions — equals, greater than, less than, between, etc.
  • Multiple choice questions — selected any of, selected none of, or (for multi-select) selected all of specific choices
  • Matrix questions — same as multiple choice, but scoped to a specific statement (row)
  • Upload questions — has uploaded or hasn’t uploaded a file
• Never Answered — Find panelists who have never responded to a specific question

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Segment Conditions

Filter based on membership in other segments.

• Belong to any of — Panelist is a member of at least one of the selected segments
• Belong to all of — Panelist is a member of every selected segment
• Belong to none of — Panelist is not a member of any of the selected segments

This is useful for building segments that layer on top of each other. Example: start with a broad “Developers” segment, then create a narrower segment that requires membership in “Developers” plus additional conditions.

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Panel Conditions

Filter based on membership in Panels.

• Belong to any of — Panelist is in at least one of the selected panels
• Belong to all of — Panelist is in every selected panel
• Belong to none of — Panelist is not in any of the selected panels

Example: exclude panelists who are already in your “Contacted for Study X” panel so you don’t reach out to them again.

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Survey Conditions

Filter based on a panelist’s interaction with a specific survey.

• Completed — Panelist completed the survey. You can further filter by eligibility state (Qualified, Flex, or Disqualified).
• Never Taken — Panelist has never been sent or started the survey.
• Never Finished — Panelist started the survey but didn’t complete it.

Example: find panelists who completed your screening survey and were marked as Qualified.

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Distribution Conditions

Filter based on whether a panelist received a survey distribution.

• Received — Panelist was sent an invitation for a specific survey
• Never Received — Panelist was never sent an invitation for a specific survey

This is useful for avoiding duplicate outreach. Example: exclude panelists who already received your latest survey distribution so you can send a follow-up to a fresh audience.

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Study Conditions

Filter based on a panelist’s participation in studies.

• Attended — Panelist attended a session in a specific study
• Never Attended — Panelist has not attended any session within a given time period (e.g., the last 30 days, 6 months, or 1 year)

Example: find panelists who haven’t participated in any study in the last 3 months — useful for reaching out to people who haven’t been recently engaged.

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How Segments Work

• Real-time updates — As panelists join the platform or update their data (e.g., by completing surveys), they are automatically added to or removed from segments based on your conditions.
• Flexible logic — Use AND/OR conditions to combine multiple attributes for highly specific targeting. For more complex scenarios, you can add conditions to one or more groups.
• Reusable across workflows — Segments can be used when distributing surveys, sourcing candidates into a study, or browsing panelists before adding them to a panel.

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Common Use Cases

• Identify panelists who use a specific product or service
• Narrow in on job roles that handle particular responsibilities
• Combine survey responses with profile data for advanced targeting
• Build a list of potential matches for a study before hand-selecting panelists into a Panel

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Segments + Panels

Segments are often the first step in the recruiting workflow. Once you’ve built a segment that aligns with your research goals, you can:

1. Review matching panelists in the Panelist Viewer
2. Add selected individuals to a Panel for future use
3. Distribute a survey to the segment, or source candidates directly into a Study