Creating Segmentation/LSM in a Survey


Segments are commonly used in order to determine to which group a respondent belongs to.
Segments may be related to any field you have in mind, for example:
Social, Ethnical, Economical, Marital status, Salary, etc’.
Helping you relate respondents to specific groups for deeper and more accurate data analysis.
This ‘How-To’ will show you in a few simple steps, how to implement a basic ‘Segmentation’ section to your survey, followed by a basic sample survey introducing the common methods for implementing segmentation.

Step 1: Create your ‘Recruitment’ questions

Step 2: Creating the Segmentation variables

Step 3: Calculate the points achieved by the respondent’s answers

*Please see the attached .SRV file with the corresponding demo survey.
(How-To Import Survey’s)

Step 1: Create your ‘Recruitment’ questions

First, we will create the questions needed for the recruitment, for example:

For this example, I have added 2 questions:

R1 – Asking for electronic products in the respondents household

R2 – Asking if the respondent has a private swimming pool in his house hold.


Step 2: Creating the Segmentation variable’s

Now we should create the segmentation part.
As you can see I created 2 Single Choice questions, 1 Expression Question and 1 Empty Question:

1st question – Single Choice Question: Will hold the individual segments as answers.

2nd question – Single Choice Question: Will hold the Segment groups as answers, for example:

3rd question – Expression – will return the chosen segment (Answer of Question index 4), and will be used for our quotas or further logic in our survey:

4th question – Empty question, will display the chosen segment to the interviewer.

*Using Piping Methods from question index 4.

Furthermore, the 1st & 2nd segmentation questions should be configured to be Hidden From Surveyor.

(Click the question -> ‘Advanced’ Tab -> HideFromSurveyor -> True)

Step 3: Calculate the points achieved by the respondent’s answers.

We would need to create an Expression Question type, in order to calculate the points the respondent has achieved.
You should add the Expression Question, at the end of the recruitment questions, and name it relevantly, for example, I called it: 
And wrote it’s body text to be:
“Expression: Total Score”

*If you are not familiar with Expression Question’s please read this.

Now we should write the point calculation, inside the Expression’s ‘Answers’ Tab.

Here is the code I wrote for the calculation: 
as you can see, I am summing the points and setting the segmentation questions with the correct chosen segment according to the point calculation.


Eventually when running, the interview will only see the empty question after the segmentation happens ‘behind the scenes’:

You can set this question to have Jumping Rules in order to Terminate\ Filter or Jump if the non-relevant segmentation is chosen.
Further more, you can at any place of the survey refer to the values of these variables in order to perform any script\logic that is dependent of the segmentation\points.

That’s it!

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