Filter your data in Chalkmark

Review your participants and their results. Filter and segment your results based on identifiers, URL tokens, and question responses.

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Written by Optimal Workshop
Updated over a week ago

This article tells you how to use the participants table to:

  • review details about your participants and their first-click tests

  • include or exclude participants from your results

  • segment results based on identifiers, URL tokens and question responses

Include or exclude participants from 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 quite 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 place these participants in the "excluded from results" 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 Chalkmark tasks are scored individually.

Segment results based on identifiers, URL tokens, and question responses

An effective approach to analyzing your first-click testing results might involve looking at the results of different demographics separately.

To segment and reload your results based on participant identifiers or URL tokens, look in the table for the identifier or token, and select them all using the check box. You can filter your results by clicking ‘Filter to selected participants’. The filter will now be applied across your results.

If your participants completed screening, pre-study or post-study questions that have pre-set answers (like multi-choice), you can segment your results based on their answers. Press the ‘Add filter’ button at the top of the page and select ‘Question response’, then choose the question and response you want to filter to. Press ‘Apply filter’ to reload the results to your new criteria.

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