Public | CRM - Resident Database & Segmentation

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

27 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

Where Can I view Participant Information?

How to view CRM data & download participant lists

Written by Amanda Irvin (she/her)
Updated yesterday

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

Why aren't multiple EJscreen layers showing up when I select them?

Selecting EJscreen layers to ensure whey show on the participant map

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

How to download a segment

Export the contents of a segment to view the members within

Written by McKenzie Bennett
Updated over a week ago

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