How to Filter and Compare Results (Segmenting and Cross-Analysis)

Our Filtering and Comparison features allow you to create different views of your data, making it easy to identify patterns and trends.

You can apply rules based on survey questions, survey engagement, email campaigns, and email metrics.

TIP: You should think about the ways you want to filter your results when writing your survey questions.

For example, we don’t collect any demographic information automatically (as our surveys are anonymous by default). So, if you need to filter and compare data by Age or Gender, you’ll need to create questions that ask for this information.

Filter Type	Description	Example
Fields	Filter or compare survey data and email metrics based on default fields or custom fields you create for contacts.	Default fields: Name, Email, Company, City, State, Country. Custom fields: Birthdays, Customer Type, Plan/ Subscription.
Group	Filter and compare data according to contact groups. Available rules: In Group Not In Group In all Groups selected Not in any Groups selected	Compare survey responses and email metrics between Annual Customers (Group 1) and Monthly Customers (Group 2).
Unsubscribed	Filter or compare data based on whether contacts are still subscribed to your list. Available rules: Is Subscribed Is not Subscribed	Example 1: Filter out the responses of unsubscribed contacts. Example 2: Compare subscriber survey responses to those from unsubscribed to contact to identify key differences in feedback.
Source	Filter and compare data based on the source your contacts were imported to your list from: Added manually Imported API Webform	Compare open and click rates between each of these groups. Identify if one source of list building collects more engaged contacts, e.g. Imported Contacts vs. Webform Signups.
Sign Up Date	Filter and compare survey data and email metrics based on the data contacts subscribed to your list. Available rules include: Date is Equal To Date is Greater Than Date is Less Than Date is Greater Than or Equal To Date is Less Than or Equal To	Compare survey responses from contacts who subscribed between March 1st - 31st and April 1st - 30th. This is especially useful if you have made changes to your service, sign-up forms, or survey questions that may impact changes. You can use this feature to track the changes in responses and identify what may have caused this.
Camapigns	Filter and compare data based on how contacts engaged with email campaigns. Available rules include: Campaign was sent Campaign was not sent Responded to Survey Did Not Respond to Survey Email was Opened Email was Not Opened Campaign Link was Clicked Campaign Link was Not Clicked	Example 1: Filter out responses that were submitted outside of an email campaign, e.g. those who accessed the link somewhere else. Example 2: Identify contacts who opened your email but did not respond to your survey.
Statistics	Filter and compare survey responses based on contact’s averaged email engagement metrics. Available rules: Emails Opened Emails Clicked Open Rate Click Rate Emails Sent	View responses from your most engaged respondents. Example 1: Filter out contacts who have an email open rate of less than 50%. Example 2: Compare survey responses of your most and least engaged contacts.
Survey Question	Filter or compare based on answer selections for survey questions.	If you collect demographics in a survey, you can filter and compare responses by Age and Gender. Or filter by other questions, such as ratings and multiple-choice selections. If you’re trying to calculate your Net Promoter Score, you can view other survey comments and feedback based on the score customers have given.
Survey completion	Choose to filter by or compare Complete and Incomplete responses.	Filter out Incomplete responses
Survey Response Date	Filter or compare data based on response dates.	When running a customer effort score survey, you’d collect feedback with the aim of removing points of friction for your customers. You can use the same survey to track the success of these changes and compare responses before and after the date changes were made.
Survey Response Country	Filter or compare based on respondent locations.	Compare responses between the UK and US.

Filters

Before you get started adding filters, we should define the difference between Rules and Rulesets.

Rules: These are the filters you apply to your results to create unique views based on the list above).

Rule Sets: These allow you to apply filters beneath your top-tier rule that interact in different ways.

And

The And option will filter your results down to the respondents who MATCH ALL the rules you apply.

Match Any Filter Rules

The above image illustrates two filter rules applied under the And rule. It is currently filtering a report based on respondents being the Subscribers contact group AND having completed the survey they were sent.

Or

The Or option will filter your results to respondents who MATCH ANY of your filters.

Match All Filter Rules

These are the same filter rules applied as above, but it's been set to the OR rule set. This would filter a report to show respondents who are in the Subscribers contact group or respondents who have completed the survey.

Creating filter rules

To apply a filter to your results:

Go to the Results section of your survey
Open Filters and Comparisons in the sidebar
Click the ‘Add Filter’
Select to apply a AND or OR rule set
This choice is only relevant if you intend to apply multiple filters to the same report.
Click the + icon
Select Add Rule to choose a filter
Select a filter rule (the dropdown will be ‘Group’ by default)
Input the additional rules for the filter
Click Save

Once you have applied a filter, you will see it listed in the Filters & Comparisons tab in the sidebar.

From here, you’ll be able to disable filters you’ve set or delete them from your survey report.

Applying Multiple Filters

Applying Multiple Filters to a Survey Report

It is possible to apply multiple filters to your project results. To do this:

Open Filters and Comparisons in the sidebar
Click the ‘Edit Filter’
Select to apply a AND or OR rule set
This choice is only relevant if you intend to apply multiple filters to the same report.
Click the + icon
Select Add Rule to choose a filter
Select a filter rule (the dropdown will be ‘Group’ by default)
Input the additional rules for the filter
Click Save

Please refer to the sections on applying Rule Sets above for information on how AND and OR rule sets interact with each other.

Comparisons

This feature is also referred to as Cross-Analysis. It allows you to compare two filtered sets of data side-by-side throughout your report.

For example, if you asked your respondents for their age, you can compare answers from these age groups for each question you asked.

Creating Comparison Rules

To apply a Comparison to your results:

Go to the Results section of your survey
Open Filters and Comparisons in the sidebar
Click the ‘Add Comparison’
Select to apply a AND or OR rule set
This choice is only relevant if you intend to apply multiple comparisons to the same report.
Click the + icon
Select Add Rule to choose a filter
Select a comparison rule (the dropdown will be ‘Group’ by default)
Input the additional rules for the comparison
Click Save

Mixing Filters and Comparisons

It can be difficult to control the entire respondent population that participates in your project. By mixing Filters and Comparisons, you can narrow the scope of your Report to a group, or groups, within the total population.

E.g. You may only be interested in the answer choices of 18-24 years old and 25-30 years old. Therefore, you can apply the necessary filters for the age groups, then set up a comparison between them for a side-by-side contrast.

To do this:

Apply filters of your choice
Apply a comparison that correlates with those filters

How to Include Filter and Comparison Information in your Report

How to Delete Filters and Comparisons

To delete a filter or comparison from your survey report:

Go to your Report
Click Filters & Comparisons
Find the Filter/ Comparison you want to remove and click Edit Filter/ Edit Comparison
Click the - icon on the right of the Filter/ Comparison you want to delete