Welcome to SegmentOS, a survey research platform for designing studies, fielding them to an audience, and turning responses into insight. This guide walks you through creating your first survey end to end.

What it is

SegmentOS lets you build a survey (called a "study" in your data), collect responses from your own contacts or a purchased panel audience, and analyze the results with charts, segmentation, and AI-assisted text analysis. Everything starts from your dashboard, where each survey appears as a card you can edit, duplicate, or open for results.

How to create your first survey

  1. From the dashboard, click New Study (or Create survey) to open the template chooser.
  2. On the Choose a research template screen, either pick a pre-built template or scroll down and click Start blank to build from scratch.
  3. If you choose a template, click Preview template to review what's included, then Use this template.
  4. Choose how you want to field the survey (use your own audience, or buy responses from the SegmentOS panel).
  5. You'll land in the survey builder. Add, edit, and reorder questions, then click Continue to reach the review step.
  6. On the Almost ready review screen, configure optional enhancements (scoring, languages, quotas, experience) or skip them, then click Publish Survey.

How to share and view results

  1. After publishing, the builder opens the Distribute tab. Copy the Public Survey Link, grab an Embed snippet, or download a QR Code to share your survey.
  2. As responses arrive, open the survey's results from your dashboard to see completion stats, per-question charts, and open-text responses.
  3. Use segmentation and analysis tools to dig deeper into who answered and why.

Tips & best practices

  • Starting from a template is the fastest way to launch — every template ships with industry-standard questions plus a quality attention check.
  • Use the Preview button in the builder at any time to see the survey exactly as respondents will.
  • Keep surveys focused; shorter surveys get higher completion rates.
  • Name your survey something descriptive so it's easy to find on a busy dashboard.

Plan availability

The Free plan includes up to 5 surveys total (lifetime) and 500 responses per month. Premium and Pro plans remove both limits and unlock AI features, shareable reports, and advanced question types. Custom branding is available on Premium; removing SegmentOS branding entirely is a Pro feature.

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