In Nectar, Segments are created from Lists that are enabled for analytics. All Segments are Lists, but not all Lists are Segments.
This feature is only for Nectar Engage
What’s the difference between Lists and Segments?
Lists are collections of people created in the Lists tab
Manual Lists: You add people manually or via CSV
Dynamic Lists: People are added automatically based on rules (e.g., department, hire date)
When a List is marked "Display this list in analytics", it becomes a Segment
Once enabled, that Segment appears across Nectar analytics for filtering and comparisons.
What do Segments unlock?
Segments let you:
Compare engagement across custom-defined groups
Analyze groups that don’t fit neatly into standard fields like department or role
Reuse the same group definitions across multiple surveys
Common Segment examples:
New Hires (Last 6 Months)
Customer Success
Managers
Hired in 2025
Pro Tip: Use Segments for stable, business-relevant groups that you want to track over time.
How do I know if a List is a Segment?
In the Lists tab:
Lists that are Segments show a chart icon next to their name
Hovering the icon shows: "This list is available as a Segment in analytics"
Note: The icon indicates analytics availability — not performance.
How to Create a Segment
Segments are created by enabling analytics for an existing List.
Step 1: Create a List
In the Lists tab, you can create:
Manual Lists
Add people manually or upload a CSV
Best for fixed or one-time groups
Dynamic Lists
Add people using rules (e.g., department, hire date)
List updates automatically as data changes
Tip: Use Dynamic Lists for ongoing Segments like "New Hires" or "Managers."
Step 2: Enable the List for analytics
During List setup or while editing:
Toggle “Display this list in analytics” ON
The List becomes a Segment
It appears immediately across all survey analytics
Turning the toggle OFF:
Hides the Segment from analytics
Does not delete the List itself
No need to resend surveys — changes apply to both past and future data.
Using Segments in Analytics
Segments appear in analytics wherever filters are supported.
Where Segments appear
You’ll see Segments in:
Engagement Analytics (Overview, Heatmap, Insights, Responses)
eNPS Analytics
Custom Survey Analytics
Anywhere there's a filter, Segments will be an option.
Filtering by Segment
To filter results:
Open the Filter menu
Select Segments
Choose one or more Segments to apply
You can filter by multiple Segments at once.
Viewing Segments in the Heatmap
Segments are especially powerful in the Heatmap view:
Set Group By to Segments
Choose which Segments to display
View scores and themes by Segment
Use this to compare engagement across groups like "Managers" or "Hired in 2025."
Anonymity and Size Rules
To protect privacy:
Segments with fewer than 5 people won’t appear in filters
This check happens automatically at filter time
Dynamic Segments are hidden if they fall below the threshold
Tip: If a Segment is missing, check its current size.
Managing Segments & Best Practices
Editing and Maintaining Segments
In the Lists tab, you can:
Edit rules (Dynamic Lists)
Add/remove people (Manual Lists)
Rename Lists or Segments
Toggle analytics visibility ON or OFF
All changes apply immediately.
Tip: Renaming a Segment updates it everywhere — safely.
Archiving Segments
To clean up outdated Segments:
Archive the List
It’s removed from analytics and survey targeting
Segment Privacy
Segments with under 5 people are hidden
Applies to all analytics views
No admin action needed — handled automatically
Tip: Disappearing Segments are usually a size issue.
Best Practices
Be intentional: Only create Segments you plan to use regularly
Name clearly: Segment names appear in filters
Avoid overlap: Too many similar Segments can clutter analytics
Be consistent: Reuse the same Segments across surveys to track trends
Pro Tip: Start with a few high-impact Segments, then expand as needed.