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Segments provide useful insights into how different groups view your campaign, product or business.

How to create a segment

Using different methods to determine how users got to your survey

How can I track traffic to my survey?

Warren Foushee

Tyree Dickerson

Jay Dawkins

Learn how to use the CRM to segment your audience and begin drawing rich data insights

Public | CRM - Resident Database & Segmentation

How to import new data into your CRM using a CSV file.

Uploading Activity Log Data to the CRM

If you have more than one record associated with a known individual, you can merge them from the CRM search interface.

Merge two CRM contact records

Build a custom URL that tracks and automatically segments participants, and optionally points to a translated version of your page.

Creating a custom link/URL to segment participants

Archive an individual's answers (helpful for test participants).

How to delete a single participant's responses

How to create a new draft campaign once you've created a segment

Communicating with segment participants

McKenzie

Participant Management

(formerly called the Environmental Data Module or EDM)

How to use Public | Equity Mapping to Map data from the EPA's EJSCREEN

Exploring CRM Data using the participant map

Using your organization's custom GIS Layers as part of the Equity Mapping toolkit

CRM and Location Data

Learn how to create segments for participants who respond to your text/SMS survey using specific keywords

Create segments for SMS keywords

Create a location segment by uploading a shape using a KML file or creating boundaries for an area on a map (drawing a shape)

How to create a location segment

Create a segment to group project participants based on demographics like age, gender, race, etc.

How to create a Demographic segment

Segmenting participants using equity mapping

Create a segment based on participants’ email activity

Creating a segment by email recipients

Create a segment of all-time participants, or those who participated within a specific time frame.

Creating a segment by Project Participants

Using comment tags to create a user segment

How to create a segment based on Comment tags

Creating Segments

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