Resident Database (CRM) and Segmenting

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

Jay Dawkins avatar Warren Foushee avatar Brad Johnson avatar +2
20 articles in this collection
Written by Jay Dawkins, Warren Foushee, Brad Johnson and 2 others
Creating Segments

Create segments for SMS keywords

Learn how to create segments for participants who respond to your text/SMS survey using specific keywords
Bronlea Mishler avatar
Written by Bronlea Mishler
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)
Warren Foushee avatar
Written by Warren Foushee
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.
Warren Foushee avatar
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
Warren Foushee avatar
Written by Warren Foushee
Updated over a week ago

Creating a segment by email recipients

Create a segment based on participants’ email activity
Warren Foushee avatar
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.
Warren Foushee avatar
Written by Warren Foushee
Updated over a week ago

How to create a segment based on Comment tags

Comment tags allow you to tag certain comments in your projects based on keywords that survey participants have included in their comments.
Warren Foushee avatar
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
Warren Foushee avatar
Written by Warren Foushee
Updated over a week ago

Creating a CRM Segment from a comment tag

Jay Dawkins avatar
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
Warren Foushee avatar
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.
Jay Dawkins avatar
Written by Jay Dawkins
Updated over a week ago