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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

Warren Foushee avatarTyree Dickerson avatarJay Dawkins avatar
By Warren and 3 others4 authors17 articles
How to create a segment
How can I track traffic to my survey?

Participant Management


Uploading Activity Log Data to the CRM
Merge two CRM contact records
Creating a custom link/URL to segment participants
How to delete a single participant's responses
Communicating with segment participants

CRM and Location Data


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

Creating Segments


Create segments for SMS keywords
How to create a location segment
How to create a Demographic segment
Segmenting participants using equity mapping
Creating a segment by email recipients
Creating a segment by Project Participants
How to create a segment based on Comment tags
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