What are Smart segments?

Updated 24 October 2022 06:52

Patrik

When creating a custom survey, you can use smart segments to select the recipients based on user attributes. For example, picking employees that have worked less than a month, or sending out questions based on an age span.

When setting up a Custom survey, you can select the following smart segments:

Segment name	User attribute	Used for	Available segments
Employment tenure	Employed since	Onboarding surveys for new hires	< 1 month 1 month – 3 months 3 – 6 months 6 months – 1 year 1 – 2 years 2 – 4 years 4 – 6 years > 6 year
Gender identity	Gender identity	Gender equality questions	Male Female Don’t want to answer Non-binary / Other option
Time to separation	Employed until	When employees leave the company	< 2 weeks 2 weeks – 1 month 1 – 2 months 2 – 3 months > 3 months
Age	Birthday	Surveys to specific age groups	< 24 years 25 – 34 years 35 – 44 years 45 – 54 years 55 – 64 years > 65 years

What to consider when using user attributes

To make sure the smart segments work as intended, enter as much information as possible in the user profiles. The more information you have available, the more powerful smart segments become.

What about users without user attributes?

If you select a smart segment, Winningtemp lets you know which of the users are missing the attribute on their profile. Click on the “X users” to see which users that will be excluded from the mailing due to insufficient information. Add the information on the user profile to include them to the smart segment.

Set up an onboarding/offboarding survey

Set up an Onboarding survey
Set up an Offboarding survey

How do I create a custom survey?

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2021-12-09 - Article created

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