The participant's tab is where you can manage all your participant data. You can review your participants and choose to include or exclude them from your analysis. Here, you can also segment your results based on question response, participant ID, URL tag, task result and time taken.

This article tells you how to use the participant's table to:

The Participants table displays useful information about every participant who started your tree test and can be used to clean and filter your participant data.

It’s a good idea to take some time to review the table before you start your analysis. This will give you a better understanding of which participants you want to include in your results.

Participants who complete all tasks are automatically placed in the ‘included in results’ table, while those who don’t complete all tasks (or are rejected by our recruitment panel) are placed in the ‘excluded from results’ table. It's a good idea to look over the included participants to make sure they meet your needs.

For example, you could sort the table by time taken, and exclude participants who you consider were too quick or took too long. If someone completes 8 tasks in only 30 seconds, you can be sure they haven't completed your study as seriously as you want.

Participants are considered to have 'abandoned' a study if they don't complete any tasks and if they don't reach the final page (your Thank You page or redirect URL). These participants are automatically excluded from your results. We still include them in your Participants table so that you can choose to include them if you want to. For example, you might see that a participant marked as 'abandoned' has completed 60% of tasks, which will still give you valid data as tree testing tasks are scored individually.

You can create segments using participant identifiers, URL tag, task results and question responses to organise your participant data into meaningful groups and compare trends and opportunities.

To create a new segment or edit an existing one, go to Results > Participants > Segments.

Select the ‘Create segment’ button and select ‘Question response’, then choose the question and response you want to filter to. You can add multiple conditions and save the segment. If your participants completed a screener survey or pre - or post-study questions with pre-set answers (like multi-choice), you can segment your results based on their responses.

Apply a segment to your results

To select a segment to apply to your results, click ‘All included participants’ and select your segment from the drop-down menu. This option will apply to all your results.