Panel Filters and Segments

Filtering the panel

If your company has a large pool of panelists, filtering the panel can come in handy when you're looking for panelists with specific attributes or panel properties. It can also be used to find emails that weren't received by panelists in their inbox, i.e. bounced emails or spam complaints, discussed in our Find bounced emails and spam complaints guide. 

Here's how you can filter the panel:

1. In Panel > Panelists, click the + Add Filter button.
2. Select the panel property or custom panel property that you'd like to filter by from the drop-down options. A set of options will appear based on the property you choose.
3. You can add multiple filters. By default, they will be joined by an AND operand but you can change this to an OR operand by clicking it. 

Filter groups

Additionally, you can create filter groups by selecting the + icon next to the filter. This allows you to group filters with and/or, and compare them to other filter groups. (eg: TRUE in column A and TRUE in column B or TRUE in column A and TRUE in column C.)

Switching between panels

To switch between Panels on the Panelists page, click on the large bold text at the top of the page to reveal a list of your Multiple Panels.

Saving a Segment

Once you've filtered the panel, you can save the filters you've created so you can use them for next time. To do this, follow the steps below:

1. Click Segments.
2. The drop-down options will appear, click + New Segment.
3. Type what you'd like to name the segment on the pop-up that appears at the top of the screen, then click OK.

Loading a Segment

If you have a saved filter, you can load it by following the steps below:

1. In Panel > Panelists, click the Segments drop-down button.
2. Select the Segment from the drop-down options.