How to Set Up Segmentation for Subgroup Analysis?

You can use Segmentation to categorise your respondents based on different variables and break down your report by segments accordingly. This process enables you to conduct detailed subgroup analysis, uncovering deeper insights into your data.

The report can be split by different types of variables:

Setting up segmentation in your report

Follow these steps to set up segments in your report.

  1. Navigate to the Segmentation tab, click on Add segment .
Adding a segment to a study on Conjointly's platform
  1. Click on Add a new condition and you will be prompted to select which type of information to segment the report:
Selecting segmentation type
  1. Click on the default name to rename your segment appropriately:
Naming a segment on Conjointly's platform
  1. In this example we will use a Survey question asking the gender of respondents and select Respondent selected precisely this value as the operator and Female as the value:
Selecting what information determines segments in the survey report
  1. If your segment definition is more complicated and involves condition from multiple questions with AND/OR logic, you can select Add a new condition after creating the first logical condition. You can then specify if these conditions should be combined through either an AND or OR statement. For example, this is how you can create the Segment: Female Age 25 and above.
Adding logic to segmentation
  1. You can also use nested logic when creating segments. When adding a new condition, you can select the option Add a group of conditions . This allows you to create more complex logical statements. For example, the below segment comprises all Female Age 25 and above, as well as Female who have purchased a car for herself, family or business.
Adding nested logic to segmentation
  1. You can add another segment simply by repeating the above steps. Once you are done, click on Save and apply these segments and schemes and the system will apply your segmentation. Please allow for a couple of minutes for the segmentation tab to appear.

In conjoints, MaxDiffs, and specific claims tests and product variant selector reports, you can also utilise the segments as covariate for the HB calculation.

Viewing the segment results

After setting up a segment, you can view its results by clicking the View segment results button, which will direct you to the Segment size section under Insights .

Viewing segmentation results in the survey report

The study results and responses to the additional questions for each segment can also be accessed by selecting the segment from the drop-down box in the top right-hand corner.

Viewing segmentation results in the survey report

Comparing results across multiple segments

Once multiple segments are setup, Crosstab results become automatically available. You can click on the Crosstab tab to view the results.

Performing cluster analysis in Conjointly

If you are looking for cluster analysis, you can export individual level data into Excel and run your cluster analysis through Conjointly’s Cluster Tool.

Check out this intuitive guide to get started. You can get more insight from these cluster memberships by uploading the data back into Conjointly and use them to define segments in your reports.

Setting up segmentation in Monadic Test reports

When you include monadic blocks in your experiments, you can also set up segmentation based on questions embedded within the block.

To do this, select the question and specify the stimulus, operator, and value. In this example, we are creating a segment made up of respondents who answered 4 or 5 for their purchase intent regarding orange juice.

Selecting what information determines segments in the monadic test report

Setting up segmentation using participant sources

If your experiment includes multiple sources of participants, you can set up segmentation based on one or more participant sources to delve deeper into the results.

To do this, add a segment using Respondent information and select Participant source from the Variable dropdown list.

Setting up segmentation using participant sources

Setting up segmentation using sentiment analysis results

If your experiment contains open-ended questions, you can also apply segmentation based on the underlying emotions conveyed in the responses.

Setting up segmentation using the segregate function

You can quickly dive into the preferences of respondents who are willing to buy your products by setting up the segmentation using the segregation based on simulation option.