Product Groups

Overview

Product Groups let you pool several products together and read them as a single column in your results.

Testing four flavours and want to know how the range performs overall? Group them. Comparing your two spicy variants against your two mild ones? That's two groups. Your individual products stay exactly where they are — a group sits alongside them rather than replacing them.

Product Groups combine products. Segments combine people. You can use both at once.

Where to Find Product Groups

Go to Insights, open the Tools menu, and choose Product Groups. It's there from the moment your project is created, so you can set your groups up long before results start arriving.

There's a shortcut too: a Create Product Groups link sits under the Products selector on the analysis tabs, and opens the tool in a new browser tab.

On a concept study this reads Concept Groups and works the same way. Survey-only projects have no products to group, so the tool isn't offered there.

Creating a Group

1. Click Add. Your new group appears straight away, named "New Product Group".
2. Give it a proper name in Name of Product Group — this is the label you'll see on your results, so make it something you'll recognise at a glance.
3. Tick the products you want to include.
4. Switch the toggle at the top from DRAFT to READY.

There's no Save button. Your changes save as you make them.

If you add several groups in one sitting they'll all start out called "New Product Group", so it's worth renaming each one as you go.

Draft and Ready

A group in DRAFT is yours alone. It won't appear in any dropdown, and nothing your colleagues see changes while you work on it. Build it, rework it, change your mind freely.

Switch it to READY and it becomes available everywhere in Insights. Ready also locks the group so it can't be edited by accident — if you need to change a Ready group, switch it back to DRAFT first, make your changes, then set it to READY again.

Tip: Leave a group in Draft while you're still deciding what belongs in it. Nothing reaches your team's results until you say so.

Core Products

Your project arrives with a Core Product for each product you're testing. These are the building blocks your groups are made from. You'll find them at the top of the list with a padlock icon, and they can't be renamed, edited or deleted — everything you create yourself with Add is fully yours to change, including Delete, which removes a group immediately without asking.

Core Products are also what you see by default: open any analysis tab without a selection of your own and all of them are selected.

Using Your Groups

Once a group is Ready, it appears in the Products selector on Explore, Scorecard, Crosstabs, Penalty Analysis and on the report you create from the Reports tab. Pick it like you'd pick a product, and you'll get a single column pooling everyone who tested the products inside it.

Two things worth knowing:

• Groups are built from products only — a group can't contain another group.
• Alienation Analysis compares one product directly against one other, so it uses your individual products rather than groups.
• A selected group isn't screen-only. It carries into the Crosstabs CSV and into a generated Instant Report.

Related

• Segments — group your respondents instead of your products
• Explore — see your groups in the charts
• Crosstabs — see your groups as table columns

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