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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
+2
24 articles in this collection
Written by
Jay Dawkins,
Warren Foushee,
Brad Johnson
and 2 others
How can I track traffic to my survey?
Using different methods to determine how users got to your survey
Written by
McKenzie Bennett
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
Creating Google Analytics segments for your PublicInput.com visitors
After setting up your Google Analytics integration, create a segment in Google Analytics to view traffic for a specific project or survey.
Written by
Jay Dawkins
Updated over a week ago
Getting Started
What is the CRM?
Constituent Relationship Manager CRM Segments Audiences Geo-Groups Interests
Written by
Brad Johnson
Updated over a week ago
How to edit a segment
Edit, delete, update, or view an exisitng segment
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
Delete or archive a participant's responses
Removing a single participant's responses from reporting takes two clicks.
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 Bennett
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 based on subscriber list
Segments provide useful insights based on a wide range of criteria, e.g. whether a group of people belong to a particular subscriber list
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
Creating a segment based on Question Response
Segments provide useful insights based on specific criteria, e.g. a particular response to a question
Written by
Warren Foushee
Updated over a week ago
Creating a CRM Segment from a comment tag
Written by
Jay Dawkins
Updated over a week ago
How to create an audience segment from demography, question response, or meeting attendance
Use segmentation to group survey participants in different ways, e.g. question and response, location, or meeting or event
Written by
Warren Foushee
Updated over a week ago
Adding a segment based on response to a question
Create a new CRM segment based on participants’ answers to survey questions. You can use segments to group users and filter reports.
Written by
Jay Dawkins
Updated over a week ago