A member segment is a group of people that you want to target in your campaign. You decide who to include in the segment by specifying filter criteria related to demographics and personal interests.

The segmentation process also provides you with the ability to exclude members from sampling a product in a specific campaign. You can use segments for one campaign, or save and apply them to multiple campaigns.

Watch this video to learn more about segmentation of your member community for sampling campaigns:

Read the sections below to learn how to manage and optimize your segments:

Tip: In this and other knowledge base topics, Role Labels show which roles can perform certain tasks.

Required solution and roles

To manage segments and apply them to campaigns, you must have:

This solution: And one of these roles:
  • Sampling
  • Account Administrator
  • Sampling Community Manager
Note: Learn more about how solutions and roles are assigned in the Bazaarvoice Portal.

Get started

To view and manage your segments:

  1. Sign in to the Bazaarvoice Portal .

    If you can’t sign in, contact Bazaarvoice Support for assistance. Learn more about Portal permissions and user accounts.

  2. From the navigation bar, select Product Sampling > Sampling Administration > Members.
  3. Select the Segments tab.

Create your member registration survey

Your member registration survey captures the information you need to create member segments. A segment is a group of people you want to target in your campaign.

The survey asks specific questions about member demographics, lifestyle, and personal interests. We collect and store members’ responses, which you can then use as conditions to create member segments to include in specific campaigns.

Tip: We recommend you review your survey questions before you begin segmentation.

Create surveys on SurveyJS

When a member signs up to become a member of your sampling community, they’ll receive a request to complete your registration survey.

We recommend you use a third-party tool called SurveyJS to create surveys that target the right members for your campaigns. You can:

  • Include questions to find out about members’ demographics, hobbies, and lifestyles.
  • Edit your survey in Portal .

Create your survey on SurveyJS before copying and pasting it into the Bazaarvoice Portal . You don’t need to have a SurveyJS account to create a survey, but you do need one to save your survey. Use SurveyJS documentation and examples of their Survey Creator to help you.

For example, imagine you’re launching a sampling campaign to trial a new children’s toy. Use members’ responses to choose the right ones for your campaign, and include them in your segment in Portal. If suitable, they’ll be invited to request a product sample using the Member application.

Note: We recommend you keep a copy of your survey JSON as we’re unable to revert your survey to an earlier version if you make changes.

Bazaarvoice-supported SurveyJS features

We don’t support all of the toolbox features in the Survey Designer tab on SurveyJS. We support:

  • Single Input (input types: Number, Date, Month)
  • Checkbox
  • Radiogroup
  • Dropdown
  • Panel
  • Panel (dynamic panels)

We don’t support:

  • Free text
  • Comment
  • Rating
  • Ranking
  • Image picker
  • Boolean
  • Image
  • HTML
  • Signature pad
  • Expression
  • File
  • Matrix (single choice)
  • Matrix (multiple choice)
  • Matrix (dynamic rows)
  • Multiple Text

Nested questions

SurveyJS lets you create “intelligent” surveys by using conditional logic to build nested questions. This allows you to use specific responses to one question to lead members to answer another one. In this way, you can narrow down your pool of users and target your campaigns at the relevant members of your sampling community.

Here’s one example of how to use nested questions in your survey:

  1. Create the question “How many children live in your home?”.
  2. If a member selects “Yes” in response to this question, add the nested question “Are you interested in purchasing children’s clothing?”.

Read the section on conditional logic on SurveyJS to learn more about implementing nested questions in your survey.

Best practices

  • Create questions that target the members you want in your segment.
  • Keep questions to a minimum. This makes the registration process more appealing for members, and reduces the amount of redundant or unnecessary personal information you collect.
  • We recommend you group similar questions in categories (for example, Lifestyle, Hobbies, and Preferences), and display each of these categories in their own page. Grouping questions in this way creates a more positive registration experience for members than one long survey that requires a lot of scrolling.
  • Use lists and selections rather than lots of text, where possible.
  • Don’t offer product variant options in the registration survey. Members select the variants they want from the campaign in the Member application. Product variants are different types of the same product sorted by, for example, color, flavor, or size.
  • If you receive an error message that your JSON isn’t working properly, make sure Bazaarvoice supports all the toolbox features you’re using.

Check your survey

Make sure your survey works by copying the JSON from SurveyJS and pasting it into the Portal.

  1. On SurveyJS , select the Survey Designer tab in the upper-left corner of the page. Once you’ve created your survey here, you can use the toolbox on the left to customize it. As you make edits here, you can track your updates by selecting the JSON Editor tab. Once you’ve completed your survey, copy the JSON.
  2. Sign in to the Portal .
  3. From the navigation bar, select Product Sampling > Sampling Administration.
  4. Select the Survey tab.
  5. Paste your JSON code from SurveyJS:
    • If formatted properly, This JSON is valid will display in green text.
    • If not formatted properly, This JSON is invalid will display in red text.
  6. Continue to view and edit your JSON in Portal.
Caution: If you make any changes to your survey on SurveyJS, you will lose any responses you collected previously from active members.

Preview your survey

Go to SurveyJS to preview how your survey will look to a prospective sampling member.

  1. On the Survey tab of the Portal, select Ctrl+A on Windows or Command+A on Mac in the text area to copy the entire survey JSON.
  2. Select the link below the JSON to view your survey on the SurveyJS Survey Designer.
  3. Select the JSON Editor tab above the survey.
    Note: To access this tab on SurveyJS, you must have one of the following roles: Sampling Migration Manager, Provisioning Manager, Configuration Administrator, Sampling Community Manager, or Sampling Campaign Manager.
  4. Paste the JSON you copied from the Bazaarvoice Portal.
  5. Select the Test Survey tab to view your survey from a member’s perspective. You can configure your view by device type, and by whether you want to show invisible elements.

Manage your segment

The following steps outline how to manage your segment by filtering the sampling community to find members you want to include in specific campaigns.

Learn more about how to invite members to your sampling community.

Note: Only users assigned the Sampling Community Manager role can manage segments.

Create a segment

  1. Sign in to the Portal .
  2. From the navigation bar, select Product Sampling > Sampling Administration.
  3. Select the Members tab.
    Note: You can also create or edit a segment by selecting the Campaigns tab. After you create a campaign, select Edit members in the Members row. You can either select and edit an existing member segment, or create a new one.
  4. Select Segments from the list of options at the top of the page. This page will display a table containing the names of all existing segments.
  5. Use this table of segments to view:
    • How many conditions each segment includes and how many sampling members it can potentially reach.
    • The total number of saved segments (visible at the bottom of the table).
  6. To create a new segment, select Create segment above the table of segments.
  7. Enter a meaningful name for your new segment in the Details section.
  8. Add conditions for your segment to the following sections:
  9. Save your segment.

Add Member information conditions

Use this section to target members by demographics, location, and interests. The conditions you can choose from include:

  • Member tags inclusion
  • Member tags exclusion
  • Survey question
  • US states
  • Zip codes
  • Age

Select Add condition, then use the dropdown list to find the conditions you want to include in your segment.

Add survey questions

  1. Select Survey question from the dropdown list in the Member information section.
  2. Select a question from your survey that lets you gather specific member responses.
  3. Use the dropdown lists for each question to select how you want to filter the responses. These options change depending on the nature of the question.
  4. Select any specific member responses you would like the survey to highlight. In some cases, you can select and or or to target users who entered multiple responses, or who entered one of the responses you’re happy to include in your segment.
  5. To narrow down your responses to your survey further, select Add nested question below the survey question whose desired response you’ve already selected. These questions act as and statements that appear below the linked survey question.
    Note: You can select multiple nested questions and your desired response to them to filter your results further. Like the initial survey question, you can use the dropdown lists for each nested question to select how you want to filter the member’s response.
Note: You can add as many questions that lead to nested questions (from the survey you created on SurveyJS) as you want.

Here’s an example of how to use nested questions in your segment:

If you want to find members who are interested in buying clothes for their daughters:

  • Add the survey question “Do you have children?”, and add the filters response is and yes.
  • Add the nested question “What is the gender of your child?”, and add the filters response is and Female.
  • Add the nested question “Are you interested in purchasing clothing for your daughters?”, and add the filters response is and Yes.

You can add as many nested questions as you want from your survey to each question.

Note: You can only add nested questions after selecting a Survey question.

Add zip and postal codes

Adding zip and postal code conditions enables you to include or exclude members for campaigns by location. For example, you can include members in a particular climate, or in one city, state, or constituent country of the United Kingdom; or exclude a location to which you’re unable to ship products.

To add zip codes to your segment:

  1. Select Zip codes from the dropdown list in the Member information section.
  2. Select Add zip codes.

Add individual zip codes, or import multiple zip codes by uploading a CSV file.

Action Steps
Add individual zip codes Enter a zip code in the Add zip code text field and select Add. The zip code then appears in the table.
Once you’ve finished adding zip codes, select Save zip codes.
Import a list of zip codes Select Import zip codes. Select a CSV file containing only full or partial zip codes. You can download an example file for reference.
Once the upload of the CSV file is complete, view the File summary. This shows the number of new zip codes ready to import, duplicate zip codes, and zip codes that are invalid due to misspelling or the inclusion of special characters.
Select Import zip codes. The imported zip codes will then appear in the table. Save your zip codes.
Note: You can include a maximum of 10,000 full or partial zip codes. Partial zip codes enable you to cover a wider area than a full zip code. They consist of a series of digits followed by an asterisk. For example, "971*" will include all zip codes beginning with these three digits, and “SW1*” will include all zip codes beginning with SW11 to SW19, as well as SW1.

Add additional questions

In addition to Survey question and Zip codes, you can add these additional conditions to the Member information section:

Condition Description
Member tags Select either Member tags inclusion or Member tags exclusion to include or exclude criteria that isn’t defined in the member registration survey member segmentation. For example, you could use the tag “Fridge” if you want to ensure a member doesn’t receive a fridge in future campaigns.
When you enter a word or phrase, it appears as a selection pill. You can add as many selection pills as you want. Learn more about member tags.
Location Add a location that you want to either include or exclude. Depending on your configuration, this location can be a Portuguese district, Australian state, US state, or Canadian province. Select an option from the drop-down list that appears when you begin typing. It will appear as a selection pill. You can enter as many options as you want.
Age Enter lower and upper age limits, or a range of ages.

Add Review quality conditions

Use this section to target members by the quality of their previous reviews.

Condition Description
Review rate Filter members by the percentage of products they’ve previously received and then reviewed. You can enter either maximum or minimum figures, or a range between 1 and 100.

Add Campaign activity conditions

Use this section to target members by their previous product selections and campaign activity.

Condition Description
Previous product received Search for a product name or product ID. Select is or is not to find members who either have or have not previously received the selected product. You can only include this condition once, but you can create multiple selection pills to filter your segment further.
New members inclusion Use this condition to allow new members to sample the product in your campaign, to restrict product samples to existing members only, or to include new members only. You can only include this condition once.
Previous campaign Search for a campaign name or ID. Select is or is not to find members who either have or have not previously participated in the selected campaign. You can only include this condition once, but you can create multiple selection pills to filter your segment further.
Note: The Segment overview panel on the right side of the screen shows how many of your members meet the segment conditions and, from this number, how many are potential new members. If you aren’t getting as many eligible members as you would like for your campaign, consider removing conditions until you have the number you want.

Edit a segment

  1. Sign in to the Portal .
  2. From the navigation bar, select Product Sampling > Sampling Administration.
  3. Select the Members tab.
    Note: You can also create or edit a segment by selecting the Campaigns tab. After you create a campaign, select Edit members in the Members row. You can either select and edit an existing member segment, or create a new one.
  4. Select Segments from the list of options at the top of the page. This page will display a table containing the names of all existing segments.
  5. Use this table of segments to view:
    • How many conditions each segment includes and how many sampling members it can potentially reach.
    • The total number of saved segments (visible at the bottom of the table).
  6. To edit an existing a new segment, select it from the Name column.
  7. Add or edit conditions for your segment in the following sections:
  8. Save your segment.

Edit Member information conditions

Use this section to target members by demographics, location, and interests. The conditions you can choose from include:

  • Member tags inclusion
  • Member tags exclusion
  • Survey question
  • US states
  • Zip codes
  • Age

Select Add condition, then use the dropdown list to find the conditions you want to include in your segment.

Add survey questions

  1. Select Survey question from the dropdown list in the Member information section.
  2. Select a question from your survey that lets you gather specific member responses.
  3. Use the dropdown lists for each question to select how you want to filter the responses. These options change depending on the nature of the question.
  4. Select any specific member responses you would like the survey to highlight. In some cases, you can select and or or to target users who entered multiple responses, or who entered one of the responses you’re happy to include in your segment.
  5. To narrow down your responses to your survey further, select Add nested question below the survey question whose desired response you’ve already selected. These questions act as and statements that appear below the linked survey question.
    Note: You can select multiple nested questions and your desired response to them to filter your results further. Like the initial survey question, you can use the dropdown lists for each nested question to select how you want to filter the member’s response.
Note: You can add as many questions that lead to nested questions (from the survey you created on SurveyJS) as you want.

Here’s one example of how to use nested questions in your segment:

If you want to find members who are interested in buying clothes for their daughters:

  • Add the survey question “Do you have children?”, and add the filters response is and yes.
  • Add the nested question “What is the gender of your child?”, and add the filters response is and Female.
  • Add the nested question “Are you interested in purchasing clothing for your daughters?”, and add the filters response is and Yes.

You can add as many nested questions as you want from your survey to each question.

Note: You can only add nested questions after selecting a Survey question.

Manage zip codes

  1. Select Manage zip codes from the Zip codes condition. A table appears containing all the zip codes you previously added to your segment.
  2. To remove a zip code, select from the Remove column. Delete all zip codes by selecting Delete all zip codes.
    Note: After you delete zip codes, you cannot recover them and must add them again.
  3. Add zip codes individually, or import multiple zip codes by uploading a CSV file.
    Action Steps
    Add individual zip codes Enter a zip code in the Add zip code text field and select Add. The zip code then appears in the table.
    Once you’ve finished adding zip codes, select Save zip codes.
    Import a list of zip codes Select Import zip codes. Select a CSV file containing only full or partial zip codes. You can download an example file for reference.
    Once the upload of the CSV file is complete, view the File summary. This shows the number of new zip codes ready to import, duplicate zip codes, and zip codes that are invalid due to misspelling or the inclusion of special characters.
    Select Import zip codes. The imported zip codes will then appear in the table. Save your zip codes.
    Note: You can include a maximum of 10,000 full or partial zip codes. Partial zip codes enable you to cover a wider area than a full zip code. They consist of a series of digits followed by an asterisk. For example, "971*" will include all zip codes beginning with these three digits, and “SW1*” will include all zip codes beginning with SW11 to SW19, as well as SW1.
  4. Once you’ve finished managing your zip codes, select Save zip codes.

Add additional questions

In addition to Survey question and Zip codes, you can add these additional conditions to the Member information section:

Condition Description
Member tags Select either Member tags inclusion or Member tags exclusion to include or exclude criteria that isn’t defined in the member registration survey member segmentation. For example, you could use the tag “Fridge” if you want to ensure a member doesn’t receive a fridge in future campaigns.
When you enter a word or phrase, it appears as a selection pill. You can add as many selection pills as you want. Learn more about member tags.
US states Add a US state that you want to either include or exclude. Select a state from the dropdown list that appears when you type. The state will appear as a selection pill. You can enter as many states as you want.
Age Enter lower and upper age limits, or a range of ages.

Edit Review quality conditions

Use this section to target members by the quality of their previous reviews.

Condition Description
Review rate Filter members by the percentage of products they’ve previously received and then reviewed. You can enter either maximum or minimum figures, or a range between 1 and 100.

Edit Campaign activity conditions

Use this section to target members by their previous product selections and campaign activity.

Condition Description
Previous product received Search for a product name or product ID. Select is or is not to find members who either have or have not previously received the selected product. You can only include this condition once, but you can create multiple selection pills to filter your segment further.
New members inclusion Use this condition to allow new members to sample the product in your campaign, to restrict product samples to existing members only, or to include new members only. You can only include this condition once.
Previous campaign Search for a campaign name or ID. Select is or is not to find members who either have or have not previously participated in the selected campaign. You can only include this condition once, but you can create multiple selection pills to filter your segment further.
Note: The Segment overview panel on the right side of the screen shows how many of your members meet the segment conditions and, from this number, how many are potential new members. If you aren’t getting as many eligible members as you would like for your campaign, consider removing conditions until you have the number you want.

Email a segment

  1. Sign in to the Portal .
  2. From the navigation bar, select Product Sampling > Sampling Administration > Members.
  3. Select the Segments tab. This page will display a table containing the names of all existing segments.
  4. If necessary, create and save a new segment.
  5. In the Segments tab, select the three dots on the right side of the row containing the segment you would like to email.
  6. Select Email Segment to create an ad hoc email to send to members in your segment.

Customize a segment for a campaign

You can customize a segment while you are creating or editing a campaign, and apply the segment to that campaign only.

Note: Only users assigned the Account Administrator role can perform tasks included in this topic.
  1. In the Campaigns tab, select the campaign to which you want to add a segment.
  2. In the campaign details page, select Edit members.
  3. You can either create a new campaign-specific segment, or edit the segment that you have already applied to this campaign:

    The following table explains the additional settings available to further refine your segment for this specific campaign.

    Settings Description
    Invited members Change this number to invite fewer or more members to participate in the campaign. You can invite a maximum of 5,000 members at once.
    Percentage of new members Engage more members and increase your product reviews by adding new members to the campaign.
    Samples per member Set how many product samples a member can select from their offers in the Member app.
    Prioritize top reviewers Prioritize members who typically have the highest review rate in your sampling program.
    Note: The campaign prioritizes new members first, followed by top program reviewers. If you allow new members in the campaign, it will prioritize them over existing members.

  4. To save your changes, select Apply.

    The segment you created will appear in the segment list, and users with the required roles can apply them to new or draft campaigns.