Since a population can contain participants from various studies (even across teams), we've built in a labeling feature to allow you to organize your populations.
You can apply multiple labels to a participant, and you're welcome to create as many labels as you want. Color-coding provides some additional help in differentiating one label from another.
Check out this video to learn how to segment your panel!
1. Use the checkbox to select the participants you want to label.
2. Click "Bulk Actions" and select "Add label" from the dropdown.
3. Start typing to select an existing label or to create a new one.
4.Click "Add" to apply the label to the selected group.
To create a new label, first select at least one participant you want to assign that label to. Choose "Bulk Actions" and click "Add label" from the dropdown. Begin typing the new label and click "Create new label".
You can remove labels from any participant within their profile. Click "View" next to their name from your list. This will take you to their unique profile. Once there, click the "x" next to the label you'd like to remove.
To edit your existing labels, click "Settings" and select "Edit labels" from the dropdown.
From there, you'll be able to rename or delete existing labels. These changes will be reflected on all participants the label is applied to.