Go to PublicInput
All Collections
Public | CRM - Resident Database & Segmentation
Public | CRM - Resident Database & Segmentation
Learn how to use the CRM to segment your audience and begin drawing rich data insights
+1
15 articles in this collection
Written by
Jay Dawkins,
Warren Foushee,
McKenzie Vail
and 1 other
How can I track traffic to my survey?
Using different methods to determine how users got to your survey
Written by
Tyree Dickerson
Updated over a week ago
How to create a segment
Segments provide useful insights into how different groups view your campaign, product or business.
Written by
Warren Foushee
Updated over a week ago
Participant Management
Uploading Activity Log Data to the CRM
How to import new data into your CRM using a CSV file.
Written by
Jay Dawkins
Updated over a week ago
Merge two CRM contact records
If you have more than one record associated with a known individual, you can merge them from the CRM search interface.
Written by
Jay Dawkins
Updated over a week ago
Creating a custom link/URL to segment participants
Build a custom URL that tracks and automatically segments participants, and optionally points to a translated version of your page.
Written by
Jay Dawkins
Updated over a week ago
How to delete a single participant's responses
Archive an individual's answers (helpful for test participants).
Written by
McKenzie Vail
Updated this week
Communicating with segment participants
How to create a new draft campaign once you've created a segment
Written by
Warren Foushee
Updated over a week ago
CRM and Location Data
How to use Public | Equity Mapping to Map data from the EPA's EJSCREEN
(formerly called the Environmental Data Module or EDM)
Written by
McKenzie Vail
Updated over a week ago
Exploring CRM Data using the participant map
Written by
Jay Dawkins
Updated over a week ago
Creating Segments
Create segments for SMS keywords
Learn how to create segments for participants who respond to your text/SMS survey using specific keywords
Written by
McKenzie Vail
Updated this week
How to create a location segment
Create a location segment by uploading a shape using a KML file or creating boundaries for an area on a map (drawing a shape)
Written by
McKenzie Vail
Updated this week
How to create a Demographic segment
Create a segment to group project participants based on demographics like age, gender, race, etc.
Written by
Warren Foushee
Updated over a week ago
Creating a segment by email recipients
Create a segment based on participants’ email activity
Written by
Warren Foushee
Updated over a week ago
Creating a segment by Project Participants
Create a segment of all-time participants, or those who participated within a specific time frame.
Written by
Warren Foushee
Updated over a week ago
How to create a segment based on Comment tags
Using comment tags to create a user segment
Written by
Warren Foushee
Updated over a week ago