{"id":23202,"date":"2022-06-23T08:31:49","date_gmt":"2022-06-23T08:31:49","guid":{"rendered":"https:\/\/refiner.io\/docs\/?post_type=knowledgebase&#038;p=23202"},"modified":"2026-09-12T08:14:41","modified_gmt":"2026-09-12T08:14:41","slug":"manual-segments","status":"publish","type":"knowledgebase","link":"https:\/\/refiner.io\/docs\/kb\/segmentation\/manual-segments\/","title":{"rendered":"List Segments"},"content":{"rendered":"\n\n\n<h2 class=\"wp-block-heading\">What are List Segments?<\/h2>\n\n\n\n<p>List Segments let you freely group people in your Refiner environment. You\u2019ll add and remove users manually &#8211; either by selecting them one by one of your existing segments, or by copy &amp; pasting a list of users from other tools.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">When to use List Segments<\/h2>\n\n\n\n<p>List Segments are a great fit when you want to manage a survey\u2019s Target Audience manually.<\/p>\n\n\n\n<p>For example, you can import a list of users exported from a third-party tool such as your CRM, product analytics platform, or BI tool, and use that list to define who should see a survey.<\/p>\n\n\n\n<p>Another common use case is testing. You can create a List Segment containing your own user ID and the IDs of your colleagues &#8211; for example, a <strong>\u201cStaff Members\u201d<\/strong> segment &#8211; and use it as the Target Audience while testing a new survey setup. This ensures that only your team can see the survey before you make it available to a broader audience.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Create a List Segment<\/h2>\n\n\n\n<p>To create a new List Segment click on &#8220;Create segment&#8221; in the left side bar where you see all your segments. Then enter the name of your new segment and choose &#8220;List Segment&#8221;.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"577\" src=\"https:\/\/refiner.io\/docs\/wp-content\/uploads\/2022\/06\/Screenshot-2026-09-07-at-15.42.50-1024x577.png\" alt=\"\" class=\"wp-image-29034\" srcset=\"https:\/\/refiner.io\/docs\/wp-content\/uploads\/2022\/06\/Screenshot-2026-09-07-at-15.42.50-1024x577.png 1024w, https:\/\/refiner.io\/docs\/wp-content\/uploads\/2022\/06\/Screenshot-2026-09-07-at-15.42.50-800x451.png 800w, https:\/\/refiner.io\/docs\/wp-content\/uploads\/2022\/06\/Screenshot-2026-09-07-at-15.42.50-768x433.png 768w, https:\/\/refiner.io\/docs\/wp-content\/uploads\/2022\/06\/Screenshot-2026-09-07-at-15.42.50-1536x865.png 1536w, https:\/\/refiner.io\/docs\/wp-content\/uploads\/2022\/06\/Screenshot-2026-09-07-at-15.42.50-2048x1154.png 2048w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure><\/div>\n\n\n<p>Once confirmed, you&#8217;ll find the segment in the left sidebar next to all other segment. List Segments are labelled as such next to their page title.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"add\">Add users to a List Segment<\/h2>\n\n\n\n<p>On the User Segments list, select as many users as you like. Then, click on &#8220;Action &gt; Add to segment&#8221;.<\/p>\n\n\n\n<p>You can find users by navigating through the list, or search for specific users using the search. The search finds users by their ID, their email address and their name.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"481\" src=\"https:\/\/refiner.io\/docs\/wp-content\/uploads\/2022\/06\/Screenshot-2026-09-07-at-15.45.46-1024x481.png\" alt=\"\" class=\"wp-image-29035\" srcset=\"https:\/\/refiner.io\/docs\/wp-content\/uploads\/2022\/06\/Screenshot-2026-09-07-at-15.45.46-1024x481.png 1024w, https:\/\/refiner.io\/docs\/wp-content\/uploads\/2022\/06\/Screenshot-2026-09-07-at-15.45.46-800x376.png 800w, https:\/\/refiner.io\/docs\/wp-content\/uploads\/2022\/06\/Screenshot-2026-09-07-at-15.45.46-768x361.png 768w, https:\/\/refiner.io\/docs\/wp-content\/uploads\/2022\/06\/Screenshot-2026-09-07-at-15.45.46-1536x722.png 1536w, https:\/\/refiner.io\/docs\/wp-content\/uploads\/2022\/06\/Screenshot-2026-09-07-at-15.45.46.png 1762w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure><\/div>\n\n\n<p>You&#8217;ll then be prompted to choose and existing List Segment or create a new one.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"384\" src=\"https:\/\/refiner.io\/docs\/wp-content\/uploads\/2022\/06\/Screenshot-2026-09-07-at-15.47.19-1024x384.png\" alt=\"\" class=\"wp-image-29036\" srcset=\"https:\/\/refiner.io\/docs\/wp-content\/uploads\/2022\/06\/Screenshot-2026-09-07-at-15.47.19-1024x384.png 1024w, https:\/\/refiner.io\/docs\/wp-content\/uploads\/2022\/06\/Screenshot-2026-09-07-at-15.47.19-800x300.png 800w, https:\/\/refiner.io\/docs\/wp-content\/uploads\/2022\/06\/Screenshot-2026-09-07-at-15.47.19-768x288.png 768w, https:\/\/refiner.io\/docs\/wp-content\/uploads\/2022\/06\/Screenshot-2026-09-07-at-15.47.19-1536x577.png 1536w, https:\/\/refiner.io\/docs\/wp-content\/uploads\/2022\/06\/Screenshot-2026-09-07-at-15.47.19-2048x769.png 2048w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure><\/div>\n\n\n<h2 class=\"wp-block-heading\" id=\"import\">Import users by Id or Email<\/h2>\n\n\n\n<p>List Segments also allow you to import users from a third party source. For example a spreadsheet or an export from another tool you are using.<\/p>\n\n\n\n<p>Click on &#8220;Add Users&#8221; in the top right corner of the segment page.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"378\" src=\"https:\/\/refiner.io\/docs\/wp-content\/uploads\/2022\/06\/Screenshot-2026-09-07-at-15.50.13-1024x378.png\" alt=\"\" class=\"wp-image-29037\" srcset=\"https:\/\/refiner.io\/docs\/wp-content\/uploads\/2022\/06\/Screenshot-2026-09-07-at-15.50.13-1024x378.png 1024w, https:\/\/refiner.io\/docs\/wp-content\/uploads\/2022\/06\/Screenshot-2026-09-07-at-15.50.13-800x295.png 800w, https:\/\/refiner.io\/docs\/wp-content\/uploads\/2022\/06\/Screenshot-2026-09-07-at-15.50.13-768x283.png 768w, https:\/\/refiner.io\/docs\/wp-content\/uploads\/2022\/06\/Screenshot-2026-09-07-at-15.50.13-1536x566.png 1536w, https:\/\/refiner.io\/docs\/wp-content\/uploads\/2022\/06\/Screenshot-2026-09-07-at-15.50.13-2048x755.png 2048w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure><\/div>\n\n\n<p>You have two options for importing user groups from a third party source. You can either provide a list of User IDs, or a list of email addresses.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"559\" src=\"https:\/\/refiner.io\/docs\/wp-content\/uploads\/2022\/06\/Screenshot-2026-09-07-at-15.51.07-1024x559.png\" alt=\"\" class=\"wp-image-29038\" srcset=\"https:\/\/refiner.io\/docs\/wp-content\/uploads\/2022\/06\/Screenshot-2026-09-07-at-15.51.07-1024x559.png 1024w, https:\/\/refiner.io\/docs\/wp-content\/uploads\/2022\/06\/Screenshot-2026-09-07-at-15.51.07-800x436.png 800w, https:\/\/refiner.io\/docs\/wp-content\/uploads\/2022\/06\/Screenshot-2026-09-07-at-15.51.07-768x419.png 768w, https:\/\/refiner.io\/docs\/wp-content\/uploads\/2022\/06\/Screenshot-2026-09-07-at-15.51.07-1536x838.png 1536w, https:\/\/refiner.io\/docs\/wp-content\/uploads\/2022\/06\/Screenshot-2026-09-07-at-15.51.07.png 1936w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure><\/div>\n\n\n<p>Which option you&#8217;ll choose depends on what data you have at hand. Both options will trigger the same behaviour, which is:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>For each provided value, Refiner will try to identify an existing user in your user list<\/li>\n\n\n\n<li>If no user can be found, Refiner will create a new user using the provided user id or email address<\/li>\n\n\n\n<li>The identified or newly created user will be linked to your List Segment<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>What are List Segments? List Segments let you freely group people in your Refiner environment. You\u2019ll add and remove users manually &#8211; either by selecting them one by one of your existing segments, or by copy &amp; pasting a list of users from other tools. When to use List Segments List Segments are a great [&#8230;]<\/p>\n<p><a class=\"btn btn-secondary understrap-read-more-link\" href=\"https:\/\/refiner.io\/docs\/kb\/segmentation\/manual-segments\/\">Read More&#8230;<\/a><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"open","template":"","knowledgebase_tag":[],"class_list":["post-23202","knowledgebase","type-knowledgebase","status-publish","hentry","knowledgebase_cat-segmentation"],"acf":[],"featured_image_urls_v2":{"full":"","thumbnail":"","medium":"","medium_large":"","large":"","1536x1536":"","2048x2048":"","ab-block-post-grid-landscape":"","ab-block-post-grid-square":"","gb-block-post-grid-landscape":"","gb-block-post-grid-square":""},"post_excerpt_stackable_v2":"<p>What are List Segments? List Segments let you freely group people in your Refiner environment. You\u2019ll add and remove users manually &#8211; either by selecting them one by one of your existing segments, or by copy &amp; pasting a list of users from other tools. When to use List Segments List Segments are a great fit when you want to manage a survey\u2019s Target Audience manually. For example, you can import a list of users exported from a third-party tool such as your CRM, product analytics platform, or BI tool, and use that list to define who should see a&hellip;<\/p>\n","category_list_v2":"","author_info_v2":{"name":"Moritz Dausinger","url":"https:\/\/refiner.io\/docs\/author\/user\/"},"comments_num_v2":"0 comments","yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v23.3 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>List Segments<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/refiner.io\/docs\/kb\/segmentation\/manual-segments\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"List Segments\" \/>\n<meta property=\"og:description\" content=\"What are List Segments? List Segments let you freely group people in your Refiner environment. You\u2019ll add and remove users manually &#8211; either by selecting them one by one of your existing segments, or by copy &amp; pasting a list of users from other tools. When to use List Segments List Segments are a great [...]Read More...\" \/>\n<meta property=\"og:url\" content=\"https:\/\/refiner.io\/docs\/kb\/segmentation\/manual-segments\/\" \/>\n<meta property=\"og:site_name\" content=\"Refiner Documentation\" \/>\n<meta property=\"article:modified_time\" content=\"2026-09-12T08:14:41+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/refiner.io\/docs\/wp-content\/uploads\/2022\/06\/Screenshot-2026-09-07-at-15.42.50-1024x577.png\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data1\" content=\"3 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/refiner.io\/docs\/kb\/segmentation\/manual-segments\/\",\"url\":\"https:\/\/refiner.io\/docs\/kb\/segmentation\/manual-segments\/\",\"name\":\"List Segments\",\"isPartOf\":{\"@id\":\"https:\/\/refiner.io\/docs\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\/\/refiner.io\/docs\/kb\/segmentation\/manual-segments\/#primaryimage\"},\"image\":{\"@id\":\"https:\/\/refiner.io\/docs\/kb\/segmentation\/manual-segments\/#primaryimage\"},\"thumbnailUrl\":\"https:\/\/refiner.io\/docs\/wp-content\/uploads\/2022\/06\/Screenshot-2026-09-07-at-15.42.50-1024x577.png\",\"datePublished\":\"2022-06-23T08:31:49+00:00\",\"dateModified\":\"2026-09-12T08:14:41+00:00\",\"breadcrumb\":{\"@id\":\"https:\/\/refiner.io\/docs\/kb\/segmentation\/manual-segments\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/refiner.io\/docs\/kb\/segmentation\/manual-segments\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/refiner.io\/docs\/kb\/segmentation\/manual-segments\/#primaryimage\",\"url\":\"https:\/\/refiner.io\/docs\/wp-content\/uploads\/2022\/06\/Screenshot-2026-09-07-at-15.42.50.png\",\"contentUrl\":\"https:\/\/refiner.io\/docs\/wp-content\/uploads\/2022\/06\/Screenshot-2026-09-07-at-15.42.50.png\",\"width\":2624,\"height\":1478},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/refiner.io\/docs\/kb\/segmentation\/manual-segments\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/refiner.io\/docs\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"List Segments\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/refiner.io\/docs\/#website\",\"url\":\"https:\/\/refiner.io\/docs\/\",\"name\":\"Refiner Documentation\",\"description\":\"\",\"publisher\":{\"@id\":\"https:\/\/refiner.io\/docs\/#organization\"},\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\/\/refiner.io\/docs\/?s={search_term_string}\"},\"query-input\":\"required name=search_term_string\"}],\"inLanguage\":\"en-US\"},{\"@type\":\"Organization\",\"@id\":\"https:\/\/refiner.io\/docs\/#organization\",\"name\":\"Refiner Documentation\",\"url\":\"https:\/\/refiner.io\/docs\/\",\"logo\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/refiner.io\/docs\/#\/schema\/logo\/image\/\",\"url\":\"https:\/\/refiner.io\/docs\/wp-content\/uploads\/2022\/11\/cropped-Group-8.png\",\"contentUrl\":\"https:\/\/refiner.io\/docs\/wp-content\/uploads\/2022\/11\/cropped-Group-8.png\",\"width\":400,\"height\":61,\"caption\":\"Refiner Documentation\"},\"image\":{\"@id\":\"https:\/\/refiner.io\/docs\/#\/schema\/logo\/image\/\"}}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"List Segments","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/refiner.io\/docs\/kb\/segmentation\/manual-segments\/","og_locale":"en_US","og_type":"article","og_title":"List Segments","og_description":"What are List Segments? List Segments let you freely group people in your Refiner environment. You\u2019ll add and remove users manually &#8211; either by selecting them one by one of your existing segments, or by copy &amp; pasting a list of users from other tools. When to use List Segments List Segments are a great [...]Read More...","og_url":"https:\/\/refiner.io\/docs\/kb\/segmentation\/manual-segments\/","og_site_name":"Refiner Documentation","article_modified_time":"2026-09-12T08:14:41+00:00","og_image":[{"url":"https:\/\/refiner.io\/docs\/wp-content\/uploads\/2022\/06\/Screenshot-2026-09-07-at-15.42.50-1024x577.png"}],"twitter_card":"summary_large_image","twitter_misc":{"Est. reading time":"3 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"WebPage","@id":"https:\/\/refiner.io\/docs\/kb\/segmentation\/manual-segments\/","url":"https:\/\/refiner.io\/docs\/kb\/segmentation\/manual-segments\/","name":"List Segments","isPartOf":{"@id":"https:\/\/refiner.io\/docs\/#website"},"primaryImageOfPage":{"@id":"https:\/\/refiner.io\/docs\/kb\/segmentation\/manual-segments\/#primaryimage"},"image":{"@id":"https:\/\/refiner.io\/docs\/kb\/segmentation\/manual-segments\/#primaryimage"},"thumbnailUrl":"https:\/\/refiner.io\/docs\/wp-content\/uploads\/2022\/06\/Screenshot-2026-09-07-at-15.42.50-1024x577.png","datePublished":"2022-06-23T08:31:49+00:00","dateModified":"2026-09-12T08:14:41+00:00","breadcrumb":{"@id":"https:\/\/refiner.io\/docs\/kb\/segmentation\/manual-segments\/#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/refiner.io\/docs\/kb\/segmentation\/manual-segments\/"]}]},{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/refiner.io\/docs\/kb\/segmentation\/manual-segments\/#primaryimage","url":"https:\/\/refiner.io\/docs\/wp-content\/uploads\/2022\/06\/Screenshot-2026-09-07-at-15.42.50.png","contentUrl":"https:\/\/refiner.io\/docs\/wp-content\/uploads\/2022\/06\/Screenshot-2026-09-07-at-15.42.50.png","width":2624,"height":1478},{"@type":"BreadcrumbList","@id":"https:\/\/refiner.io\/docs\/kb\/segmentation\/manual-segments\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/refiner.io\/docs\/"},{"@type":"ListItem","position":2,"name":"List Segments"}]},{"@type":"WebSite","@id":"https:\/\/refiner.io\/docs\/#website","url":"https:\/\/refiner.io\/docs\/","name":"Refiner Documentation","description":"","publisher":{"@id":"https:\/\/refiner.io\/docs\/#organization"},"potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/refiner.io\/docs\/?s={search_term_string}"},"query-input":"required name=search_term_string"}],"inLanguage":"en-US"},{"@type":"Organization","@id":"https:\/\/refiner.io\/docs\/#organization","name":"Refiner Documentation","url":"https:\/\/refiner.io\/docs\/","logo":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/refiner.io\/docs\/#\/schema\/logo\/image\/","url":"https:\/\/refiner.io\/docs\/wp-content\/uploads\/2022\/11\/cropped-Group-8.png","contentUrl":"https:\/\/refiner.io\/docs\/wp-content\/uploads\/2022\/11\/cropped-Group-8.png","width":400,"height":61,"caption":"Refiner Documentation"},"image":{"@id":"https:\/\/refiner.io\/docs\/#\/schema\/logo\/image\/"}}]}},"_links":{"self":[{"href":"https:\/\/refiner.io\/docs\/wp-json\/wp\/v2\/knowledgebase\/23202","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/refiner.io\/docs\/wp-json\/wp\/v2\/knowledgebase"}],"about":[{"href":"https:\/\/refiner.io\/docs\/wp-json\/wp\/v2\/types\/knowledgebase"}],"author":[{"embeddable":true,"href":"https:\/\/refiner.io\/docs\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/refiner.io\/docs\/wp-json\/wp\/v2\/comments?post=23202"}],"version-history":[{"count":10,"href":"https:\/\/refiner.io\/docs\/wp-json\/wp\/v2\/knowledgebase\/23202\/revisions"}],"predecessor-version":[{"id":29290,"href":"https:\/\/refiner.io\/docs\/wp-json\/wp\/v2\/knowledgebase\/23202\/revisions\/29290"}],"wp:attachment":[{"href":"https:\/\/refiner.io\/docs\/wp-json\/wp\/v2\/media?parent=23202"}],"wp:term":[{"taxonomy":"knowledgebase_tag","embeddable":true,"href":"https:\/\/refiner.io\/docs\/wp-json\/wp\/v2\/knowledgebase_tag?post=23202"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}