Insert clause survey tab

You can create segments based on the questions answered by a member; for instance, to filter out members who may not have answered a survey, or not answered enough questions. The segment can be based on who took or did not take the survey, who answered which question, or what the response to a particular question was.

Insert clause survey tab UI

The table below explains the options available in the Insert clause survey tab:

Field Name Description
Member

Choose responded to or did not respond to from the drop-down menu. This refers to the member's response to any survey or a particular survey, defined in the second drop-down menu. Choose any survey or the specific survey you want to segment on from the second drop-down menu

The default options are responded to and any survey

Filter Options

Filter options are not available if did not respond to is selected. They are only available when responded to any or one particular survey is selected. There are three filter options available:

  • No additional filter option - this option is always available and creates a segment based only on whether or not a member responded to or did not respond to any survey or a particular survey
  • Filter based on number of questions answered - this option is only available if the responded to option is chosen for the member
    • Member answered: Select the desired command from the drop-down menu
    • This many questions: Enter the number of questions to correspond with the command above. There is no limit to the number of questions that can be segmented on. For example, to segment based only on those that answered three or more survey questions, select >= greater than or equal to from the drop-down menu, and enter the number 3 in the questions field
  • Filter on how a particular question was answered: this option is only available if the responded to option is chosen for the member and a particular survey (not any survey) is selected
    • Member: Choose the desired command, answered, or did not answer in reference to a particular question from the drop-down menu. Then, select the desired question from the drop-down menu

    • In this way: : Choose the desired command, selected or did not select from the drop-down menu. Then, select the criteria for how the question was answered. If it refers to a fill-in text answer, then two new fields are visible
    • The text answer: Choose the criteria for determining how the answer to the question creates the segment. For example, is not null means that it is filtered on if any text was entered in the fill-in text field answering this question

    • The other options are contains, does not contain, ends with, and begins with, which allow you to segment based on the specific text entered in the response. When one of these options is selected, a new field, This text value, appears, where the text itself can be entered. Up to 200 alphanumeric characters can be entered in this field

To insert the survey clause, click Insert