Create a Subset Group 🎦

Subset group members are "locked in" based on AND/OR logic and various criteria. For example, highly active responders, first responders who are potentially over-positive, or speeders. This group type is perfect for differential sampling.

Access groups from the Groups icon in the left navigation bar in the Research Engine.

Click Create Group to begin.

Group Type

1. Click the Subset Group card.
2. Click the Group Name field. Add the name of your Group.
3. Choose whether to Push Data to External Sources such as your survey provider.
4. Click Save Draft to save your current iteration.

Select Source of Conditions

Select a source of conditions for your group:

• Create new conditions
• Use existing group conditions—Load an existing, previously saved, completed Dynamic or Subset group and its conditions as a starting point for your sub-group.
• Use default conditions—This option does not specify group conditions. You may only specify a count or a percentage of your total members.

Group Criteria

These are the conditions that you can choose for inclusion or exclusion to your group:

• User Role
• User Status
• User Activation
• Gender
• Age
• Login Count
• Join Date
• Recruitment
• Profiling Point
• Static Group
• Subset Group
• Cooldown
  • Login
  • Updated Profile Questions
  • Received SMS Campaign
  • Received Push Campaign
  • Received Email Campaign
  • Opened Push Campaign
  • Opened Email Campaign
  • Clicked SMS Campaign
  • Clicked Email Campaign
  • Completed Poll
  • Completed Survey
  • Commented on Attachment
  • Commented in Activity
  • Upload in Activity Comment
  • Upload as Attachment
  • Member Forum Post Created
  • RSVPed to Live Chat
  • Attended Live Chat
  • RSVPed to Live Event
  • Completed FC Live Event
  • Created Ticket
  • Commented in Delta Testing Ticket
  • Upload in Delta Testing Ticket
  • Upload in Delta Testing Comment
• Complete Poll
• Poll Response
• Complete Survey
• Survey Question
• Post Comment
• Upload Attachment
• Post Content
• Attend Live Chat
• RSVP to Live Chat
• Complete FC Live Event
• RSVP to Live Event
• Create Ticket

Specify a Subset Audience

In this section, you can specify a percentage or a headcount of the total defined audience from the conditions you set above. If you want to test different versions of an ad among a subset of the target audience, and the audience is 1,000 respondents, you can split them evenly into five "buckets" of 20% each to ensure a balanced test. Alternatively, if certain ad versions need more responses, you can use counts (300 for ad version A, 200 for B, and so on).

Identify up to 10 subsets within your target audience based on a percentage of the total audience count. The percentages can be less than 100%, but must not exceed it.

1. After defining a Subset Group, you can specify your subset in the Specify Subset Audience section at the bottom of the screen.
2. Calculate the audience size by clicking on the Calculate button.
   
3. Create up to 10 audience subsets. In the first subset, specify the Subset Label and either a percentage or count of the total audience. This choice will apply to every other subset as well.
4. Add new subsets by clicking on the + Add Subset button below the first label.

Once you have defined all your segments, click the Finalize Subset Group button to the right of this section. Each segment will then be created as its own locked Subset group.