Public | CRM - Resident Database & Segmentation

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

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15 articles in this collection
Written by Jay Dawkins, Warren Foushee, Amanda Irvin (she/her) and 2 others

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 Amanda Irvin (she/her)
Updated over a week ago

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 Amanda Irvin (she/her)
Updated over a week ago

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 Amanda Irvin (she/her)
Updated over a week ago

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