PublicInput

Jay Dawkins

McKenzie

Warren Foushee

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

Public | CRM - Resident Database & Segmentation

How to import new data into your CRM using a CSV file.

Uploading Activity Log Data to the CRM

If you have more than one record associated with a known individual, you can merge them from the CRM search interface.

Merge two CRM contact records

Archive an individual's answers (helpful for test participants).

How to delete a single participant's responses

Participant Management

Exploring CRM Data using the participant map

Breaking a multi-shape KML or KMZ into multiple KML files

CRM and Location Data

What is a Segment?

Segments provide useful insights into how different groups view your campaign, product or business.

How to create a segment

Learn how to create segments for participants who respond to your text/SMS survey using specific keywords

Create segments for SMS keywords

Create a location segment by uploading a shape using a KML file or creating boundaries for an area on a map (drawing a shape)

How to create a location segment

Create a segment to group project participants based on demographics like age, gender, race, etc.

How to create a Demographic segment

Segmenting participants using equity mapping

Create a segment based on participants’ email activity

Creating a segment by email recipients

Create a segment of all-time participants, or those who participated within a specific time frame.

Creating a segment by Project Participants

Using comment tags to create a user segment

How to create a segment based on Comment tags

Segments provide useful insights based on specific criteria, e.g. a particular response to a question

Creating a segment based on Question Response

Create a new CRM segment based on participants’ answers to survey questions. You can use segments to group users and filter reports.

Adding a segment based on response to a question

How to create a new draft campaign once you've created a segment

Communicating with segment participants

Build a custom URL that tracks and automatically segments participants, and optionally points to a translated version of your page.

Creating a custom link/URL to segment participants

Segments

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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