July 2026 - Themes (formerly Segmentations)

Segmentations are now Themes, and Segmentation Groups are now Theme Groups. Alongside the new name, Themes have moved to the assessment level and are managed entirely in the Assessment Builder. This release note explains what has changed, what it means for your existing assessments and reports, and where to learn more.

The change is designed to make the feature easier to understand and to support multi-lingual reporting across assessments. Your existing assessments, reports, and dashboards continue to work without any action on your part - all conversion happens automatically.

1. What has changed

• Segmentations are now called Themes, and Segmentation Groups are now called Theme Groups. The name better reflects how the feature is used: grouping questions and answers into themes that are scored, rated, and reported on across your assessment.
• Themes are now managed at the assessment level, inside the Assessment Builder. The Segmentations button in the Builder is now the Themes button.
• There is no longer a site setting to enable. The old Site Settings > Features > Use Segmentation toggle has been removed. Themes are available on every assessment by default, so there is no enabling step to complete before you begin.
• The Themes page is reorganized into two subtabs: Theme Groups and All Themes. The previous "All Segmentations / Segmentations in Use" toggle and the Sections menu have been removed, because every Theme now belongs to the assessment by definition, whether or not it is yet linked to a question or answer.

2. What is new

This release is more than a rename. Several capabilities are new.

A Theme can belong to more than one Theme Group

Previously, a Segmentation could sit in only one group. If you needed to report the same questions under two different groupings, you had to create duplicate Segmentations. Themes use a many-to-many relationship, so a single Theme can be linked to multiple Theme Groups. You select the groups a Theme belongs to directly in the Theme add and edit screen.

Copy a Theme Group, within or across assessments

On the Theme Groups subtab, Copy Group opens a Copy To dialog with an assessment dropdown:

• This Assessment creates a copy of the Theme Group in the same assessment, with " (copy)" appended to the name and its theme links carried across.
• Another assessment copies the Theme Group, its Themes, and all of their links into the assessment you select, ready to reuse.

This makes it straightforward to reuse a tried and tested theme structure across multiple assessments.

Themes support multi-lingual reporting across assessments

When a single report draws on more than one assessment, Themes are now lined up by number in the same way sections and subsections are, and the Theme name is taken from the first assessment specified. This means the same Theme can carry a different language label in each assessment, so you can produce the same report in multiple languages.

Color override, ratings, and linking are all in one place

The Theme add and edit screen brings everything together. The Theme name and number sit on one line, with the group selector and a Color chart-override picker below. Tabbed options for Questions, Answers, and Ratings let you link questions or answers and maintain rating text without leaving the screen.

3. What this means for your existing assessments and reports

• Your Segmentations are converted to Themes automatically. For every assessment that uses Segmentations, the system creates the matching Themes and Theme Groups, keeping the same numbers they had before. Converted data starts with a one-to-one relationship between each Theme and its Theme Group, exactly as it was.
• Your existing reports and dashboards continue to work unchanged. All scoring, rating, and reporting behavior carries across.
• Your existing merge strings keep working, unchanged. Report templates and the Merge Manager continue to use the same merge string parameters, such as SegmentationNo= and SegG=, which now draw on your Theme data automatically. You do not need to rewrite any merge strings. In the Merge Manager, the field descriptions you select from now refer to Themes.

In short, you can keep using your assessments and reports exactly as they are. The new Themes structure is there when you want to take advantage of it.

4. Getting started

Themes are already available on your assessments. To explore them:

1. Open an assessment in the Assessment Builder.
2. Click the Themes button.
3. Use the Theme Groups subtab to view and manage your groups, and the All Themes subtab to add or edit individual Themes, set their groups and color, and link questions, answers, and rating text.

For full setup instructions and screen-by-screen detail, see Setting up Themes and Managing Assessment Themes.

5. FAQs

Questions?

If you would like a walkthrough of Themes, or run into anything that does not behave as expected, please get in touch. We are happy to help.