# PublicInput Knowledge Base > Knowledge Base ## Start Here - [Welcome to PublicInput](https://support.publicinput.com/en/articles/10421808-welcome-to-publicinput.md): Watch this short video to learn about your Engagement Dashboard - [Project Best Practices](https://support.publicinput.com/en/articles/9764198-project-best-practices.md) - [Survey Best Practices](https://support.publicinput.com/en/articles/9764466-survey-best-practices.md) - [Building a Simple Project](https://support.publicinput.com/en/articles/9764137-building-a-simple-project.md): Learn how to create and publish a simple project. - [Additional Project Options](https://support.publicinput.com/en/articles/9773784-additional-project-options.md): Further customize the look and feel of your project. - [Practice Building a Project](https://support.publicinput.com/en/articles/9833996-practice-building-a-project.md): Build a practice project. - [Project Groups](https://support.publicinput.com/en/articles/9787923-project-groups.md): Learn the benefits of a project group. - [Sending Your First Email Campaign](https://support.publicinput.com/en/articles/9788439-sending-your-first-email-campaign.md): Learn to send emails from projects and communication topics. - [Sending Your First Text Messages](https://support.publicinput.com/en/articles/9788447-sending-your-first-text-messages.md): Learn to send outbound text messages. - [Segments](https://support.publicinput.com/en/articles/9792508-segments.md): Learn what segments are and how to use them. ## Public | ENGAGEMENT HUB - [How can users at the same location take my survey?](https://support.publicinput.com/en/articles/6042527-how-can-users-at-the-same-location-take-my-survey.md): Allowing responses from multiple users at the same IP address - [Send participants to your own page after they submit](https://support.publicinput.com/en/articles/16402512-send-participants-to-your-own-page-after-they-submit.md): Return people to the system they came from once they have given feedback, and optionally pass details about the response along in the link. - [Requiring Questions: pros, cons, and FAQ's](https://support.publicinput.com/en/articles/6011003-requiring-questions-pros-cons-and-faq-s.md): Considerations for making survey questions required - [Adding custom embeds and code to your project page](https://support.publicinput.com/en/articles/2889037-adding-custom-embeds-and-code-to-your-project-page.md): PublicInput supports embedded items like iFrames and custom JS and HTML. - [How can survey participants open browser links in a new tab?](https://support.publicinput.com/en/articles/5795767-how-can-survey-participants-open-browser-links-in-a-new-tab.md): Set survey hyperlinks to open in a new browser tab - [How to create a Project Group \(Topic page\)](https://support.publicinput.com/en/articles/3225174-how-to-create-a-project-group-topic-page.md): Learn how to create a Project Group \(Topic page\) - [Data Lookup Question](https://support.publicinput.com/en/articles/6026946-data-lookup-question.md) - [How to add a Project to a Project Group \(previously called a Topic Page\)](https://support.publicinput.com/en/articles/3751312-how-to-add-a-project-to-a-project-group-previously-called-a-topic-page.md): Learn how to add projects and other items to a Project Group \(Topic Page\) - [How to add explainer text to a question](https://support.publicinput.com/en/articles/3609228-how-to-add-explainer-text-to-a-question.md): Learn how to add more instructions or an explanation to your questions - [How to add image alt text](https://support.publicinput.com/en/articles/3606615-how-to-add-image-alt-text.md): Learn how and where to add image descriptions in your project - [Importing projects from an ESRI Feature Layer using the ESRI Project Import Tool](https://support.publicinput.com/en/articles/8769766-importing-projects-from-an-esri-feature-layer-using-the-esri-project-import-tool.md): Import projects from an ArcGIS feature server using the project import service. - [Setting up filters for your portal maps](https://support.publicinput.com/en/articles/9246053-setting-up-filters-for-your-portal-maps.md): Public Portal maps support filtering by categories and tags. To enable this capability, here's how to setup the filters. - [Searching for project inspiration using the templates and examples library](https://support.publicinput.com/en/articles/4872580-searching-for-project-inspiration-using-the-templates-and-examples-library.md): If you're looking for projects and surveys similar to yours, you can search the templates library from your admin dashboard. - [What do each of the tabs do?](https://support.publicinput.com/en/articles/3347658-what-do-each-of-the-tabs-do.md) - [Building your first project in PublicInput](https://support.publicinput.com/en/articles/2825548-building-your-first-project-in-publicinput.md): A first time user's guide to creating a project or survey - [What are project groups \(topic pages\)?](https://support.publicinput.com/en/articles/3148975-what-are-project-groups-topic-pages.md): What's the difference between a project group and a project? - [How can I track traffic to my survey?](https://support.publicinput.com/en/articles/6063544-how-can-i-track-traffic-to-my-survey.md): Using different methods to determine how users got to your survey - [Embedding a project or survey into your website](https://support.publicinput.com/en/articles/8318990-embedding-a-project-or-survey-into-your-website.md) - [Importing projects from a Spreadsheet using the Spreadsheet Project Import tool](https://support.publicinput.com/en/articles/12692448-importing-projects-from-a-spreadsheet-using-the-spreadsheet-project-import-tool.md): Import projects from a spreadsheet \(CSV / Excel / Google Sheets\) into PublicInput using the Spreadsheet Project Import tool. - [Understanding Your Engagement Dashboard Metrics](https://support.publicinput.com/en/articles/12933446-understanding-your-engagement-dashboard-metrics.md) - [Custom Templates: Build and Manage a Reusable Project Library](https://support.publicinput.com/en/articles/15268630-custom-templates-build-and-manage-a-reusable-project-library.md): How to find the Custom Templates page, turn an existing project into a template, use it across departments, and the permissions each step requires. - [STIP Map Survey Module](https://support.publicinput.com/en/articles/15482710-stip-map-survey-module.md): Turn your agency's GIS map \(for example a draft STIP feature layer\) into a public feedback map where residents prioritize and comment on each project — no survey building required. - [How to add custom questions to the demographic module](https://support.publicinput.com/en/articles/4986288-how-to-add-custom-questions-to-the-demographic-module.md): Customize the demographic module by removing default questions, and adding your own custom questions - [How to Create Skip-Logic rules to route users to specific steps based on their response](https://support.publicinput.com/en/articles/3149585-how-to-create-skip-logic-rules-to-route-users-to-specific-steps-based-on-their-response.md): Creating a skip logic question - [How to edit a question](https://support.publicinput.com/en/articles/8261341-how-to-edit-a-question.md) - [Comment question anonymity settings](https://support.publicinput.com/en/articles/6279717-comment-question-anonymity-settings.md): Adjusting privacy settings for survey comments - [How to add a question](https://support.publicinput.com/en/articles/3330052-how-to-add-a-question.md): How to add a question to your survey or project - [What can I do with Advanced Options for Questions?](https://support.publicinput.com/en/articles/4137028-what-can-i-do-with-advanced-options-for-questions.md): Learn how to make questions required, change placeholder text and more - [What type of questions can participants add an image or file to?](https://support.publicinput.com/en/articles/5574456-what-type-of-questions-can-participants-add-an-image-or-file-to.md): Question types that support comments with images or other file formats - [How to create a matrix question \(likert scale\)](https://support.publicinput.com/en/articles/4620445-how-to-create-a-matrix-question-likert-scale.md): Setting up your matrix question in publicinput.com - [A primer on engagement formats](https://support.publicinput.com/en/articles/2834864-a-primer-on-engagement-formats.md): PublicInput offers a wide array of engagement formats and question types, designed to be flexible and useful for your specific outreach. - [What types of questions and engagement activities can I add?](https://support.publicinput.com/en/articles/3347609-what-types-of-questions-and-engagement-activities-can-i-add.md): Question types and engagement activities - [What is skip-logic?](https://support.publicinput.com/en/articles/3506384-what-is-skip-logic.md): How to use skip-logic - [How to make comments private on a comment-enabled question](https://support.publicinput.com/en/articles/2959319-how-to-make-comments-private-on-a-comment-enabled-question.md): Allow participants to submit comments privately - [Building a Questions & Answers Module](https://support.publicinput.com/en/articles/10489309-building-a-questions-answers-module.md): To establish a place for residents to ask questions and staff to publicly reply, setup a Q&A section by configuring the comments module. - [Using Question Logic \(Skip Logic\) to Show or Hide Survey Questions](https://support.publicinput.com/en/articles/11391533-using-question-logic-skip-logic-to-show-or-hide-survey-questions.md) - [How to Create a Funding Allocation Question \(Budget Simulation Tool\)](https://support.publicinput.com/en/articles/11961530-how-to-create-a-funding-allocation-question-budget-simulation-tool.md): Create interactive budget exercises with constraints to support your project prioritization, budget planning, & funding allocation efforts. - [How to feature meetings on the home page of Public Portal](https://support.publicinput.com/en/articles/7178652-how-to-feature-meetings-on-the-home-page-of-public-portal.md): How do you feature Meetings & Events on the home page for your residents to see? - [Pre-fill a survey answer from a link](https://support.publicinput.com/en/articles/16402507-pre-fill-a-survey-answer-from-a-link.md): Build a link that opens your survey with an answer already filled in, so participants start part-way through instead of from a blank form. - [Using the media library to store and organize images and videos](https://support.publicinput.com/en/articles/3460045-using-the-media-library-to-store-and-organize-images-and-videos.md): The media library is used throughout the application and is a place to access media for emails, surveys, events, and more. - [Customizing project voicemail prompts](https://support.publicinput.com/en/articles/6843295-customizing-project-voicemail-prompts.md) - [Customizing your portal navigation elements](https://support.publicinput.com/en/articles/8779395-customizing-your-portal-navigation-elements.md): Add links to your public portal navigation bar and edit the names of links on the page. - [Estimating the population of your project area](https://support.publicinput.com/en/articles/8813340-estimating-the-population-of-your-project-area.md): To calculate statistical validity of your survey sample, you'll first need to estimate the population of your target area. Here's how. - [Basic Footer Structure Template for PublicInput Portals](https://support.publicinput.com/en/articles/9020408-basic-footer-structure-template-for-publicinput-portals.md) - [Adding Recite Me to your project pages and public portal](https://support.publicinput.com/en/articles/9273413-adding-recite-me-to-your-project-pages-and-public-portal.md): Recite Me's accessibility toolbar and floating button can be added with a few quick edits to your portal and project footer blocks. - [How to Use Your Organization's Custom Fonts on PublicInput Pages with Custom CSS Rules](https://support.publicinput.com/en/articles/9278760-how-to-use-your-organization-s-custom-fonts-on-publicinput-pages-with-custom-css-rules.md): Guide to Importing and Applying Custom Fonts in CSS for PublicInput Sites - [Image Guidelines](https://support.publicinput.com/en/articles/9397609-image-guidelines.md): Helpful standards when creating graphics and content for your projects, surveys, and portal. - [How to add content to a project](https://support.publicinput.com/en/articles/3332411-how-to-add-content-to-a-project.md): Adding and editing text or image content in a project - [What is a step?](https://support.publicinput.com/en/articles/3294169-what-is-a-step.md) - [Prevent search engine indexing for your project](https://support.publicinput.com/en/articles/11470127-prevent-search-engine-indexing-for-your-project.md) - [Tracking Contactless Sign-In Engagement Using QR Codes and Google Analytics with PublicInput](https://support.publicinput.com/en/articles/11465957-tracking-contactless-sign-in-engagement-using-qr-codes-and-google-analytics-with-publicinput.md): Guide on Tracking Contactless Sign-In Engagement with QR Codes using Google Analytics - [How to show or hide the sidebar on specific steps or tabs](https://support.publicinput.com/en/articles/11955598-how-to-show-or-hide-the-sidebar-on-specific-steps-or-tabs.md): Customizing sidebar visibility for specific tabs or steps - [How to create a link in a content box](https://support.publicinput.com/en/articles/6150236-how-to-create-a-link-in-a-content-box.md): Adding a hyperlink or URL to project content \(text block\) - [How do I turn my project into a Project Group \(Topic\)?](https://support.publicinput.com/en/articles/4151754-how-do-i-turn-my-project-into-a-project-group-topic.md): Learn how to convert your existing project into a Project Group \(Topic\) that can serve as a landing page for multiple projects - [List an archived project on your Public Portal](https://support.publicinput.com/en/articles/4458398-list-an-archived-project-on-your-public-portal.md): How to showcase a past project's results on your Public Portal \(formerly the hub\) - [How to add project-level administrators](https://support.publicinput.com/en/articles/4106817-how-to-add-project-level-administrators.md) - [Get a login-free access link to send to stakeholders before a project is live](https://support.publicinput.com/en/articles/2806341-get-a-login-free-access-link-to-send-to-stakeholders-before-a-project-is-live.md) - [How to delete a project](https://support.publicinput.com/en/articles/3491896-how-to-delete-a-project.md) - [How to schedule a close date for your project](https://support.publicinput.com/en/articles/3390830-how-to-schedule-a-close-date-for-your-project.md): Set a close date for your project - [How to un-archive a project & re-open a Survey](https://support.publicinput.com/en/articles/3307761-how-to-un-archive-a-project-re-open-a-survey.md): How to re-open a closed survey or project. - [How to print a survey](https://support.publicinput.com/en/articles/2806299-how-to-print-a-survey.md) - [How can I create a survey template to create several similar surveys?](https://support.publicinput.com/en/articles/2688635-how-can-i-create-a-survey-template-to-create-several-similar-surveys.md): What is the best way to create multiple similar surveys? - [How to close a Project](https://support.publicinput.com/en/articles/2940394-how-to-close-a-project.md): How to end a survey or project to prohibit further responses - [Archiving a project](https://support.publicinput.com/en/articles/2965515-archiving-a-project.md): How to close your survey to responses - [How to limit survey to specific people/internal employees](https://support.publicinput.com/en/articles/8280638-how-to-limit-survey-to-specific-people-internal-employees.md) - [How to create a link to a document file within your Project](https://support.publicinput.com/en/articles/6070458-how-to-create-a-link-to-a-document-file-within-your-project.md): Link to a .PDF document in content box text - [Link to a project page step](https://support.publicinput.com/en/articles/8720560-link-to-a-project-page-step.md): Create a link in your content to another tab or step in your project or survey. - [Project Metrics](https://support.publicinput.com/en/articles/3347478-project-metrics.md) - [How to change your survey to draft mode](https://support.publicinput.com/en/articles/3492063-how-to-change-your-survey-to-draft-mode.md): How to make a draft project - [How to publish a survey \(make it live\)](https://support.publicinput.com/en/articles/3494030-how-to-publish-a-survey-make-it-live.md): How to make your project live from draft mode - [I've closed my project. Now what?](https://support.publicinput.com/en/articles/4133175-i-ve-closed-my-project-now-what.md): Best practices for following up with respondents and closing the loop. - [Adding external links to your project](https://support.publicinput.com/en/articles/3925708-adding-external-links-to-your-project.md) - [What is participant anonymity?](https://support.publicinput.com/en/articles/4765631-what-is-participant-anonymity.md): How to change or set your participant sign in requirements - [What is a sidebar?](https://support.publicinput.com/en/articles/3509801-what-is-a-sidebar.md) - [Preventing "Ballot Box Stuffing" and "Spoofing" with IP Address Monitoring](https://support.publicinput.com/en/articles/2963347-preventing-ballot-box-stuffing-and-spoofing-with-ip-address-monitoring.md): Automatically detect and stop attempts to respond multiple times to the same question, and optionally disable this setting. - [Requiring login if duplicate anonymous responses received from the same IP Address](https://support.publicinput.com/en/articles/3004923-requiring-login-if-duplicate-anonymous-responses-received-from-the-same-ip-address.md): This feature is helpful to prevent or slow "ballot box stuffing". Here's how to enable it, or selectively disable it for a project/survey. - [Sharing admin access for a specific project](https://support.publicinput.com/en/articles/3050027-sharing-admin-access-for-a-specific-project.md): You can extend project-level administrator access from the project settings tab - [Managing in-bound project communication notifications and Daily Project Engagement Summary](https://support.publicinput.com/en/articles/5878778-managing-in-bound-project-communication-notifications-and-daily-project-engagement-summary.md): Project Admins receive daily engagement summary, registration, voicemail, comment moderation, & in-bound project email notifications - [Fully Anonymous Mode \(BETA\)](https://support.publicinput.com/en/articles/6134168-fully-anonymous-mode-beta.md): Providing full anonymity to survey participants - [Using Data Entry Mode to manually add responses](https://support.publicinput.com/en/articles/2666881-using-data-entry-mode-to-manually-add-responses.md): Enter survey responses from paper surveys - [How to restore a deleted project](https://support.publicinput.com/en/articles/11471477-how-to-restore-a-deleted-project.md) - [How to embed a survey in a different language](https://support.publicinput.com/en/articles/4860436-how-to-embed-a-survey-in-a-different-language.md): Projects, surveys, meeting registration and more can be embedded in a specific language. - [Manually translating a survey with Click to Translate](https://support.publicinput.com/en/articles/6270545-manually-translating-a-survey-with-click-to-translate.md): How to manually translate elements in your survey - [Creating a survey or meeting in another language \(with language-specific link\)](https://support.publicinput.com/en/articles/2963294-creating-a-survey-or-meeting-in-another-language-with-language-specific-link.md): Translate any survey, page, or meeting using Google translate, with the option to manually translate or modify specific language. - [Using "Last Mile" translation to perform human edits to Google Translated Surveys and Pages](https://support.publicinput.com/en/articles/2963322-using-last-mile-translation-to-perform-human-edits-to-google-translated-surveys-and-pages.md): Manually edit a Google-Translated version of any page or survey, and share access with a translator to modify machine-translated pages. - [How do I tell if someone took my survey in a different language?](https://support.publicinput.com/en/articles/3609234-how-do-i-tell-if-someone-took-my-survey-in-a-different-language.md): Learn how to create a segment to track participants who took your survey in a different language - [Custom Language Links for Public Portals](https://support.publicinput.com/en/articles/8260843-custom-language-links-for-public-portals.md): Displaying your PublicInput Public Portal in different languages. - [Deleting custom language links with last-mile translation edits](https://support.publicinput.com/en/articles/8346290-deleting-custom-language-links-with-last-mile-translation-edits.md) - [How do I randomize multiple-choice options?](https://support.publicinput.com/en/articles/5829371-how-do-i-randomize-multiple-choice-options.md): Display options for multiple-choice questions in varying orders - [How to organize & rearrange content and questions in your project or survey](https://support.publicinput.com/en/articles/5739555-how-to-organize-rearrange-content-and-questions-in-your-project-or-survey.md): How to Adjust your Project's Content layout - [How to download map pin data from an Interactive Map question](https://support.publicinput.com/en/articles/4987109-how-to-download-map-pin-data-from-an-interactive-map-question.md): Download the .kml file of participant responses - [How to add Frequently Asked Questions to your Project](https://support.publicinput.com/en/articles/5696154-how-to-add-frequently-asked-questions-to-your-project.md): Adding FAQ's to project or sidebar content - [How to schedule a close date for a single question](https://support.publicinput.com/en/articles/3394141-how-to-schedule-a-close-date-for-a-single-question.md): How to set a closing date for a specific question \(1\) - [Schedule a close date for all questions](https://support.publicinput.com/en/articles/3394132-schedule-a-close-date-for-all-questions.md): Specify a closing date for all questions - [How to re-open a closed question](https://support.publicinput.com/en/articles/3308161-how-to-re-open-a-closed-question.md): Re-opening an individual question that is closed to responses. - [How to re-open all closed questions](https://support.publicinput.com/en/articles/3311011-how-to-re-open-all-closed-questions.md): Quickly re-open all questions to allow responses again - [How do I recover archived questions or content?](https://support.publicinput.com/en/articles/4144518-how-do-i-recover-archived-questions-or-content.md): Learn how to restore questions or content that you've archived - [Open, close, or edit settings for all questions](https://support.publicinput.com/en/articles/3065457-open-close-or-edit-settings-for-all-questions.md): If you want to update multiple questions, and aren't ready to fully archive/close your project, the "Edit All" dialog is helpful. - [How to copy a Project or Project Group](https://support.publicinput.com/en/articles/2802764-how-to-copy-a-project-or-project-group.md): You can re-use or copy a survey to speed up the content creation process - [How to un-hide a question](https://support.publicinput.com/en/articles/2683854-how-to-un-hide-a-question.md): Unhide a question - [Skip-logic: What is a trigger question?](https://support.publicinput.com/en/articles/5978712-skip-logic-what-is-a-trigger-question.md): What do I call the question that skips users ahead in the survey? - [Allow participants to attach images to their comments](https://support.publicinput.com/en/articles/4840852-allow-participants-to-attach-images-to-their-comments.md): Learn what question types allow for image attachments, and where to find images added by participants - [Mapping custom demographic questions to census data - or mapping any question's responses to another](https://support.publicinput.com/en/articles/4220309-mapping-custom-demographic-questions-to-census-data-or-mapping-any-question-s-responses-to-another.md): If you have multiple versions of the same question and would like to aggregate the results, use the response mapping tool. - [Collecting participant zip code](https://support.publicinput.com/en/articles/2933546-collecting-participant-zip-code.md): If you'd prefer not to use the location question format, a simple zip code collection question format is available. - [How to add a mouse-over explainer to your content section](https://support.publicinput.com/en/articles/4709093-how-to-add-a-mouse-over-explainer-to-your-content-section.md): Create a pop-up tooltip that appears over a word within a content box in your project - [Troubleshooting Issues in PublicInput](https://support.publicinput.com/en/articles/4169803-troubleshooting-issues-in-publicinput.md): How to document project issues so PublicInput Support can better assist you with troubleshooting - [Why can't I take the engagement activity \(survey\) more than once?](https://support.publicinput.com/en/articles/2775147-why-can-t-i-take-the-engagement-activity-survey-more-than-once.md) - [Recovering archived content in your project](https://support.publicinput.com/en/articles/5672515-recovering-archived-content-in-your-project.md): If you've archived project content and wish to restore it, this article walks you through what can be restored and how to retrieve it. - [What's the best way to collect email addresses in a survey?](https://support.publicinput.com/en/articles/2688621-what-s-the-best-way-to-collect-email-addresses-in-a-survey.md): I want to collect email addresses. Can I do that in a comment field? - [Public facing KML and KMZ size limitations](https://support.publicinput.com/en/articles/5321380-public-facing-kml-and-kmz-size-limitations.md): To ensure fast load times and a good public user experience, map questions have some limitations on the types and sizes of map layers. - [How to Remove Layers in the Map Layer Manager UI](https://support.publicinput.com/en/articles/9179827-how-to-remove-layers-in-the-map-layer-manager-ui.md): Creating the HTML for a Knowledgebase Article on Using the Map Layer Manager UI in PublicInput - [What is the demographic module?](https://support.publicinput.com/en/articles/4987250-what-is-the-demographic-module.md): Adding several demographic questions to your project at once - [What is a project page?](https://support.publicinput.com/en/articles/4918387-what-is-a-project-page.md) - [What are archived projects?](https://support.publicinput.com/en/articles/4913338-what-are-archived-projects.md) - [What are active projects?](https://support.publicinput.com/en/articles/4913264-what-are-active-projects.md) - [What are meeting attendees?](https://support.publicinput.com/en/articles/4901309-what-are-meeting-attendees.md) - [What are responses?](https://support.publicinput.com/en/articles/4901206-what-are-responses.md) - [What are participants?](https://support.publicinput.com/en/articles/4901060-what-are-participants.md) ## Public | CRM - Resident Database & Segmentation - [Uploading Activity Log Data to the CRM](https://support.publicinput.com/en/articles/4731374-uploading-activity-log-data-to-the-crm.md): How to import new data into your CRM using a CSV file. - [Merge two CRM contact records](https://support.publicinput.com/en/articles/4693893-merge-two-crm-contact-records.md): If you have more than one record associated with a known individual, you can merge them from the CRM search interface. - [How to delete a single participant's responses](https://support.publicinput.com/en/articles/2908501-how-to-delete-a-single-participant-s-responses.md): Archive an individual's answers \(helpful for test participants\). - [Exploring CRM Data using the participant map](https://support.publicinput.com/en/articles/2666889-exploring-crm-data-using-the-participant-map.md) - [Breaking a multi-shape KML or KMZ into multiple KML files](https://support.publicinput.com/en/articles/10207640-breaking-a-multi-shape-kml-or-kmz-into-multiple-kml-files.md) - [What is a Segment?](https://support.publicinput.com/en/articles/2680074-what-is-a-segment.md) - [How to create a segment](https://support.publicinput.com/en/articles/3368408-how-to-create-a-segment.md): Segments provide useful insights into how different groups view your campaign, product or business. - [Create segments for SMS keywords](https://support.publicinput.com/en/articles/4169943-create-segments-for-sms-keywords.md): Learn how to create segments for participants who respond to your text/SMS survey using specific keywords - [How to create a location segment](https://support.publicinput.com/en/articles/3529422-how-to-create-a-location-segment.md): 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 Demographic segment](https://support.publicinput.com/en/articles/3531901-how-to-create-a-demographic-segment.md): Create a segment to group project participants based on demographics like age, gender, race, etc. - [Segmenting participants using equity mapping](https://support.publicinput.com/en/articles/6811857-segmenting-participants-using-equity-mapping.md) - [Creating a segment by email recipients](https://support.publicinput.com/en/articles/3607222-creating-a-segment-by-email-recipients.md): Create a segment based on participants’ email activity - [Creating a segment by Project Participants](https://support.publicinput.com/en/articles/3607289-creating-a-segment-by-project-participants.md): Create a segment of all-time participants, or those who participated within a specific time frame. - [How to create a segment based on Comment tags](https://support.publicinput.com/en/articles/3529290-how-to-create-a-segment-based-on-comment-tags.md): Using comment tags to create a user segment - [Communicating with segment participants](https://support.publicinput.com/en/articles/3609112-communicating-with-segment-participants.md): How to create a new draft campaign once you've created a segment - [Creating a custom link/URL to segment participants](https://support.publicinput.com/en/articles/2950669-creating-a-custom-link-url-to-segment-participants.md): Build a custom URL that tracks and automatically segments participants, and optionally points to a translated version of your page. ## Public | MEETINGS \(Legacy\) - [What phone callers hear after a huddle](https://support.publicinput.com/en/articles/15895135-what-phone-callers-hear-after-a-huddle.md): How to turn on the spoken confirmation that registered phone speakers hear when you bring them back from a huddle, and what it says. - [Virtual Public Meeting emergency assistance](https://support.publicinput.com/en/articles/5702280-virtual-public-meeting-emergency-assistance.md): Frequently asked questions on meeting emergencies and technical support assistance - [Resident’s Guide to Virtual Public Meetings](https://support.publicinput.com/en/articles/10905577-resident-s-guide-to-virtual-public-meetings.md): This guide will walk you through how to participate in online meetings hosted through PublicInput.com - [Tech Requirements for Meetings](https://support.publicinput.com/en/articles/9484597-tech-requirements-for-meetings.md): A complete guide on tech requirements for running a meeting within PublicInput. - [Minimum Recommended computer and browser requirements for hosting virtual and hybrid public meetings](https://support.publicinput.com/en/articles/5317248-minimum-recommended-computer-and-browser-requirements-for-hosting-virtual-and-hybrid-public-meetings.md) - [Using the Meeting Admin Dashboard](https://support.publicinput.com/en/articles/15423871-using-the-meeting-admin-dashboard.md) - [Meeting Dashboards: Build Live Speaker, Agenda, and Consent Calendar Displays](https://support.publicinput.com/en/articles/15361234-meeting-dashboards-build-live-speaker-agenda-and-consent-calendar-displays.md): Build live Meeting Dashboards that show speaker counts, in-person vs. phone splits, speaker names, and which Consent Calendar items have speakers. - [Choosing between WebEx and Zoom to host your meeting](https://support.publicinput.com/en/articles/4256788-choosing-between-webex-and-zoom-to-host-your-meeting.md): When choosing a conferencing tool \(Webex, Zoom, or other options\) here are a few points to consider. - [How to verify your YouTube account \(Legacy\)](https://support.publicinput.com/en/articles/3839574-how-to-verify-your-youtube-account-legacy.md): Verify your YouTube account before you go live - [Setting up pin-free access for your project or meeting](https://support.publicinput.com/en/articles/5317223-setting-up-pin-free-access-for-your-project-or-meeting.md): Assign meeting bodies, projects, and meetings a pin-free number that routes directly to a meeting or voicemail box without a four-digit pin. - [Does PublicInput integrate with WebEx Events?](https://support.publicinput.com/en/articles/5998834-does-publicinput-integrate-with-webex-events.md): Compatibility with WebEx Events - [Recommended Zoom account settings for PublicInput.com Integration](https://support.publicinput.com/en/articles/3831893-recommended-zoom-account-settings-for-publicinput-com-integration.md): Once you're ready to host virtual meetings, there are a few steps to getting a live meeting setup, starting with your Zoom account settings. - [Zoom Authentication FAQ](https://support.publicinput.com/en/articles/6162869-zoom-authentication-faq.md): When installing the PublicInput Zoom app, here are some common questions and solutions to try. - [Installing the PublicInput Zoom Plugin](https://support.publicinput.com/en/articles/5479906-installing-the-publicinput-zoom-plugin.md) - [Can I use a Free Zoom account or Zoom Webinar to stream on PublicInput?](https://support.publicinput.com/en/articles/5968771-can-i-use-a-free-zoom-account-or-zoom-webinar-to-stream-on-publicinput.md): Which versions of Zoom are supported for streaming to PublicInput - [Meetings Integration Guide — Zoom](https://support.publicinput.com/en/articles/15138961-meetings-integration-guide-zoom.md): Set up and connect Zoom to your PublicInput meeting, including account requirements, recommended settings, and how PublicInput's phone bridge works alongside Zoom. - [Meetings Integration Guide — Microsoft Teams](https://support.publicinput.com/en/articles/14811558-meetings-integration-guide-microsoft-teams.md): Set up and connect Microsoft Teams to your PublicInput meeting, including license requirements, GCC support, IT/tenant policy, and the Microsoft Graph API scopes and endpoints PublicInput uses. - [Using the PublicInput integration with eScribe](https://support.publicinput.com/en/articles/15267866-using-the-publicinput-integration-with-escribe.md): Pull your published eScribe agendas into PublicInput so the same agenda drives in-person sign-ups, phone sign-ups, registered speakers, live comments, and AI-generated meeting minutes — without re-... - [Using the Legistar integration with PublicInput](https://support.publicinput.com/en/articles/12945006-using-the-legistar-integration-with-publicinput.md): This guide explains how Legistar integrates with PublicInput. It focuses on what administrators need to know to configure, maintain, and troubleshoot Legistar syncing. - [Setting up the CivicClerk Integration](https://support.publicinput.com/en/articles/15560477-setting-up-the-civicclerk-integration.md): Connect PublicInput to CivicClerk to automatically import meetings, agendas, and board records — no manual re-entry required. - [Custom Conference Service: Connect PublicInput to Your AV System or Third-Party Bridge \(Dial-in + DTMF\)](https://support.publicinput.com/en/articles/15234409-custom-conference-service-connect-publicinput-to-your-av-system-or-third-party-bridge-dial-in-dtmf.md): Use the Custom conferencing option \(Dial-in number + optional DTMF sequence\) to connect PublicInput's phone bridge to an in-room AV system like Crestron or to any third-party conferencing line. - [Planning your A/V Equipment for your hybrid public meeting](https://support.publicinput.com/en/articles/4822212-planning-your-a-v-equipment-for-your-hybrid-public-meeting.md): Audio/Video equipment is a key consideration in planning a successful hybrid public meeting. Here are a few options. - [Using the Legistar Meeting and Agenda Sync](https://support.publicinput.com/en/articles/11817153-using-the-legistar-meeting-and-agenda-sync.md): The Legistar sync is intended for meeting administrators who want to keep their PublicInput boards and agendas in sync with Legistar. - [Guide to creating a meeting](https://support.publicinput.com/en/articles/9180262-guide-to-creating-a-meeting.md) - [Meeting Templates: set your meeting defaults once for a board or committee](https://support.publicinput.com/en/articles/16219375-meeting-templates-set-your-meeting-defaults-once-for-a-board-or-committee.md): Meeting Templates let a board or committee save its meeting settings once, so every new meeting starts with the right general, registration, comment, conferencing, and email defaults already filled... - [How to create a Meeting Series](https://support.publicinput.com/en/articles/4957141-how-to-create-a-meeting-series.md): Creating and publishing a meeting series - [Introducing Meeting Series](https://support.publicinput.com/en/articles/4911038-introducing-meeting-series.md): There's a new home for recurring public meetings so you can provide one phone code, link, or embed for multiple meetings. - [How to add files \(documents\) to a meeting or event](https://support.publicinput.com/en/articles/3830113-how-to-add-files-documents-to-a-meeting-or-event.md): Add .pdf documents for reference to an upcoming meeting - [How to add a meeting or event to a specific location on your project page](https://support.publicinput.com/en/articles/4106948-how-to-add-a-meeting-or-event-to-a-specific-location-on-your-project-page.md): Change where your meeting or event appears in your project by using the "Add Other" button - [Best Practices for Naming Your Public Meeting](https://support.publicinput.com/en/articles/11697997-best-practices-for-naming-your-public-meeting.md): This quick guide outlines practical dos and don’ts for naming public meetings that are easy to locate, share, and attend. - [Enabling multilingual closed captions for your public meetings](https://support.publicinput.com/en/articles/5179530-enabling-multilingual-closed-captions-for-your-public-meetings.md): Allow the public to translate live meeting captions in real time! - [How to create a meeting QR code](https://support.publicinput.com/en/articles/5965211-how-to-create-a-meeting-qr-code.md): Generating a scannable QR code for mobile users to navigate to your meeting - [Using live polling in virtual and in-person meetings](https://support.publicinput.com/en/articles/2688637-using-live-polling-in-virtual-and-in-person-meetings.md): How to use Meeting Projector Mode, launch projector view for in-person engagement and filter in-meeting results - [Meeting transcripts: Enabling meeting transcription & downloading your transcript](https://support.publicinput.com/en/articles/4941584-meeting-transcripts-enabling-meeting-transcription-downloading-your-transcript.md): How to enable meeting transcripts - [How callers can choose between meetings running at the same time](https://support.publicinput.com/en/articles/5544695-how-callers-can-choose-between-meetings-running-at-the-same-time.md) - [Adding the Sienna Accessibility Widget to your PublicInput pages](https://support.publicinput.com/en/articles/10737158-adding-the-sienna-accessibility-widget-to-your-publicinput-pages.md): PublicInput customers can easily enable accessibility tools on public-facing pages. Learn about out-of-the-box and custom options here. - [PublicInput Accessibility Statement](https://support.publicinput.com/en/articles/11334933-publicinput-accessibility-statement.md) - [Using the Accessibility Checker in the Rich Text Editor](https://support.publicinput.com/en/articles/14744792-using-the-accessibility-checker-in-the-rich-text-editor.md): Scan your project pages and email templates for common accessibility issues right inside the PublicInput editor. - [Meeting Text Messaging: Speaker SMS Reminders, Called-to-Speak, and Status Notifications](https://support.publicinput.com/en/articles/14312584-meeting-text-messaging-speaker-sms-reminders-called-to-speak-and-status-notifications.md): How to configure automatic speaker text notifications — called-to-speak alerts, status-change triggers, templates, and merge fields. - [What is a Kiosk?](https://support.publicinput.com/en/articles/3326741-what-is-a-kiosk.md): Kiosks can be used as meeting sign-in portals or mobile survey tools. - [How to create a Kiosk](https://support.publicinput.com/en/articles/3324909-how-to-create-a-kiosk.md): Creating a kiosk to allow multiple users to take your survey in person on the same device - [Setting up your meeting room with safety in mind](https://support.publicinput.com/en/articles/4837428-setting-up-your-meeting-room-with-safety-in-mind.md): Best practices for setting up the venue for an in-person meeting that will also be streamed live to a virtual audience - [Embed Live Voting in a PowerPoint](https://support.publicinput.com/en/articles/2666891-embed-live-voting-in-a-powerpoint.md): Create a slide presentation with questions embedded for live polling - [Connecting an in-person audio line, managing speakers, and attributing public comments](https://support.publicinput.com/en/articles/5178174-connecting-an-in-person-audio-line-managing-speakers-and-attributing-public-comments.md) - [Signing Participants into a Meeting](https://support.publicinput.com/en/articles/2666879-signing-participants-into-a-meeting.md): Allow participants to sign in to your meeting via the sign in screen - [Manually adding participants to a meeting](https://support.publicinput.com/en/articles/3821584-manually-adding-participants-to-a-meeting.md) - [Managing Speakers During a Live Meeting](https://support.publicinput.com/en/articles/15423873-managing-speakers-during-a-live-meeting.md) - [Establishing a meeting speaker registration limit](https://support.publicinput.com/en/articles/6024060-establishing-a-meeting-speaker-registration-limit.md): Limiting the number of pre-registered speakers for a meeting - [Enabling meeting registration notifications](https://support.publicinput.com/en/articles/6185196-enabling-meeting-registration-notifications.md): Receive notice when a user registers for a meeting - [Hybrid public meeting registration tools](https://support.publicinput.com/en/articles/5135346-hybrid-public-meeting-registration-tools.md): When planning a hybrid public meeting, toggle the hybrid toolkit to enable helpful tools. - [How locate your meeting registration embed code](https://support.publicinput.com/en/articles/5043147-how-locate-your-meeting-registration-embed-code.md): Embedding your meeting registration form into another website - [Coordinating public speakers for specific agenda items](https://support.publicinput.com/en/articles/5043991-coordinating-public-speakers-for-specific-agenda-items.md) - [Add agenda items to your meeting](https://support.publicinput.com/en/articles/4941492-add-agenda-items-to-your-meeting.md): How to add detailed agenda items - [How to scan a QR code for contactless meeting sign-in](https://support.publicinput.com/en/articles/4827668-how-to-scan-a-qr-code-for-contactless-meeting-sign-in.md): Printable instructions for the public to learn how to scan a meeting sign-in QR code - [Agenda Import](https://support.publicinput.com/en/articles/15518684-agenda-import.md): Import agenda items using a CSV or PDF - [Sending an SMS Message Manually During a Meeting](https://support.publicinput.com/en/articles/14316395-sending-an-sms-message-manually-during-a-meeting.md): Step-by-step: sending a one-time text reminder to speakers from the Speakers tab during a live meeting. - [Registration Settings: Attendee & Speaker Sign-Up](https://support.publicinput.com/en/articles/15423869-registration-settings-attendee-speaker-sign-up.md) - [Hybrid Public Meetings Guide: Table of Contents](https://support.publicinput.com/en/articles/4817347-hybrid-public-meetings-guide-table-of-contents.md): A reference guide for organizations looking to continue remote access for residents while - [Drafting your meeting announcement](https://support.publicinput.com/en/articles/4822060-drafting-your-meeting-announcement.md): There are several key elements of an effective meeting announcement. Here are content recommendations for your email send and social push. - [Day of Meeting Guide](https://support.publicinput.com/en/articles/9893827-day-of-meeting-guide.md) - [How can I let users phone into my meeting?](https://support.publicinput.com/en/articles/5961308-how-can-i-let-users-phone-into-my-meeting.md): Enabling calling capabilities for a VPM - [How to view your meeting participants](https://support.publicinput.com/en/articles/4941279-how-to-view-your-meeting-participants.md): See a list of meeting participants once your meeting ends - [Extending the conference bridge connections for long-running meetings](https://support.publicinput.com/en/articles/4222578-extending-the-conference-bridge-connections-for-long-running-meetings.md): If you're hosting a meeting that will run for more than four hours, you'll need to re-connect your public conference bridge. Here's how. - [Live stream your Zoom meeting on YouTube using your organization's YouTube account](https://support.publicinput.com/en/articles/3833802-live-stream-your-zoom-meeting-on-youtube-using-your-organization-s-youtube-account.md): If your Zoom account supports embedded live streams, you can initiate a new stream from Zoom to Youtube. Here's how. - [Streaming and editing Zoom meeting video through a Facebook Live page](https://support.publicinput.com/en/articles/6146051-streaming-and-editing-zoom-meeting-video-through-a-facebook-live-page.md): Host your Zoom VPM on a Facebook page and edit the video afterward - [Streaming and editing WebEx meeting video through a Facebook Live page](https://support.publicinput.com/en/articles/6051359-streaming-and-editing-webex-meeting-video-through-a-facebook-live-page.md): Host your WebEx VPM on a Facebook page and edit the video afterward - [Viewing Public Comments in Real Time](https://support.publicinput.com/en/articles/15423875-viewing-public-comments-in-real-time.md) - [Managing the Live Phone Line](https://support.publicinput.com/en/articles/15423874-managing-the-live-phone-line.md) - [How to hide your meeting video for post-meeting edits](https://support.publicinput.com/en/articles/5791373-how-to-hide-your-meeting-video-for-post-meeting-edits.md): Hide your meeting video while you edit the footage and then make it visible again - [How to edit your meeting transcription and allow the public to view translations](https://support.publicinput.com/en/articles/4953609-how-to-edit-your-meeting-transcription-and-allow-the-public-to-view-translations.md): Edit your transcription and translate your meeting transcript into multiple languages - [How to download recorded meeting comments](https://support.publicinput.com/en/articles/5811722-how-to-download-recorded-meeting-comments.md): Download audio files with voicemail messages left by meeting callers - [Creating new comment records from a meeting transcript](https://support.publicinput.com/en/articles/5187888-creating-new-comment-records-from-a-meeting-transcript.md): If you need to capture verbal public comments that did not occur through the phone speaker queue, you can retroactively add these here. - [Reporting Meeting Viewer, Registration, and Participation Data](https://support.publicinput.com/en/articles/5117203-reporting-meeting-viewer-registration-and-participation-data.md) - [Creating a segment based on Meeting Attendance](https://support.publicinput.com/en/articles/3580158-creating-a-segment-based-on-meeting-attendance.md): Segments provide useful insights based on a wide range of criteria, e.g. whether a group of people attended a particular meeting or event - [Post-Meeting: Reports, Transcripts & Recordings](https://support.publicinput.com/en/articles/15423876-post-meeting-reports-transcripts-recordings.md) - [Generate meeting minutes with AI Meeting Minutes](https://support.publicinput.com/en/articles/16103474-generate-meeting-minutes-with-ai-meeting-minutes.md) - [How do I archive and un-archive a meeting?](https://support.publicinput.com/en/articles/6027405-how-do-i-archive-and-un-archive-a-meeting.md): Removing and restoring meetings - [How PublicInput Manages Meeting Participation and Voicemails through Telephone Integration](https://support.publicinput.com/en/articles/8991406-how-publicinput-manages-meeting-participation-and-voicemails-through-telephone-integration.md): An Overview of How PublicInput Manages Meeting Participation and Voicemail by Phone - [Why don't I see a comment box on the meeting?](https://support.publicinput.com/en/articles/4770273-why-don-t-i-see-a-comment-box-on-the-meeting.md): How does the public make a comment on the meeting? - [What's the difference between a Project URL and a Meeting URL?](https://support.publicinput.com/en/articles/4148763-what-s-the-difference-between-a-project-url-and-a-meeting-url.md): How to find and advertise your meeting url ## Public | CONTACT - [How to build a Subscriber list using the Contact Information question](https://support.publicinput.com/en/articles/6804346-how-to-build-a-subscriber-list-using-the-contact-information-question.md): Prompt participants to submit their contact info to a subscriber list - [How to export recipient list from email campaign](https://support.publicinput.com/en/articles/6391684-how-to-export-recipient-list-from-email-campaign.md) - [How to locate a draft email campaign](https://support.publicinput.com/en/articles/7065530-how-to-locate-a-draft-email-campaign.md) - [Whitelisting PublicInput email server IP address and link domain](https://support.publicinput.com/en/articles/5557089-whitelisting-publicinput-email-server-ip-address-and-link-domain.md) - [Adding PublicInput as a trusted email sender in your Gmail or Outlook settings](https://support.publicinput.com/en/articles/5541736-adding-publicinput-as-a-trusted-email-sender-in-your-gmail-or-outlook-settings.md): How to whitelist \(or unblock\) the PublicInput email domain to prevent email delivery failures - [How to Download an existing contact list](https://support.publicinput.com/en/articles/5174618-how-to-download-an-existing-contact-list.md) - [How to add video content to an email campaign](https://support.publicinput.com/en/articles/5669583-how-to-add-video-content-to-an-email-campaign.md): Video Options in Email Campaigns - [How to share a link to an email](https://support.publicinput.com/en/articles/5406463-how-to-share-a-link-to-an-email.md): Allow others to view an email sent using PublicInput in a browser window - [How to copy an email](https://support.publicinput.com/en/articles/5150700-how-to-copy-an-email.md): Copy draft or sent emails - [Conduct text surveys in another language](https://support.publicinput.com/en/articles/4855888-conduct-text-surveys-in-another-language.md): Translating text message \(SMS\) surveys into other languages is performed on the Text tab on your project. - [How to create a custom project email address](https://support.publicinput.com/en/articles/4774258-how-to-create-a-custom-project-email-address.md) - [CAN-SPAM and TCPA Compliance](https://support.publicinput.com/en/articles/4721719-can-spam-and-tcpa-compliance.md): What you need to know to determine if your communications are covered by the CAN-SPAM act and/or TCPA - and how to stay compliant. - [How to exclude bounces from any email sent from publicinput.com](https://support.publicinput.com/en/articles/4708421-how-to-exclude-bounces-from-any-email-sent-from-publicinput-com.md): Exclude emails that bounced in future email campaigns - [How to cancel or edit a scheduled email notice](https://support.publicinput.com/en/articles/4583101-how-to-cancel-or-edit-a-scheduled-email-notice.md): How to make changes or update an email notice for your upcoming meeting. - [Text-compatible Question types for text surveys](https://support.publicinput.com/en/articles/4511943-text-compatible-question-types-for-text-surveys.md): Text-friendly questions that work with text-enabled surveys - [Add a thank you text message or intro text message to your SMS survey](https://support.publicinput.com/en/articles/4552244-add-a-thank-you-text-message-or-intro-text-message-to-your-sms-survey.md): Add an additional message that will send with the first question in your text survey - [How to adjust for "Exploding" images in Outlook](https://support.publicinput.com/en/articles/5192328-how-to-adjust-for-exploding-images-in-outlook.md): Avoid the dreaded image blow out issue that happens when opening an email in Outlook. - [Sending out an email notice for an upcoming meeting](https://support.publicinput.com/en/articles/4413306-sending-out-an-email-notice-for-an-upcoming-meeting.md): If you're new to the communications toolkit, this is a great starting point for setting up an email campaign for your meeting. - [How are Text Message costs calculated?](https://support.publicinput.com/en/articles/4256226-how-are-text-message-costs-calculated.md): Reducing send costs on SMS campaigns is easier if you know how carriers calculate the number of 'segments' in your message. Here's how: - [How to disable or enable specific questions for a text survey \(SMS\)](https://support.publicinput.com/en/articles/4155000-how-to-disable-or-enable-specific-questions-for-a-text-survey-sms.md): Customize the questions that appear in your text survey vs. your web survey - [How do I create comments from emails?](https://support.publicinput.com/en/articles/4151693-how-do-i-create-comments-from-emails.md): Learn how to create comments from emails you receive to your project, and how to assign comments to specific questions. - [Opens & clicks vs. Unique Opens & Unique clicks](https://support.publicinput.com/en/articles/4128943-opens-clicks-vs-unique-opens-unique-clicks.md): What's the difference between the two? - [Customizing the styling of an embedded signup form with CSS](https://support.publicinput.com/en/articles/3815019-customizing-the-styling-of-an-embedded-signup-form-with-css.md): Example HTML to target when building your custom look and feel in an embedded email signup. - [Inbound email parsing: Create comments from emails and assign a workflow status](https://support.publicinput.com/en/articles/3743411-inbound-email-parsing-create-comments-from-emails-and-assign-a-workflow-status.md): Capture comments received via email and set the status of inbound emails to manage your teams response and documentation workflows. - [Importing resident contacts](https://support.publicinput.com/en/articles/3728059-importing-resident-contacts.md): Add existing subscriber lists to Public Input's Email & Text toolkit - [Using digests to manage your email subscription](https://support.publicinput.com/en/articles/3694298-using-digests-to-manage-your-email-subscription.md): How to get one weekly digest of communications about a given topic or project. - [How to turn on SMS text messaging for surveys](https://support.publicinput.com/en/articles/3616293-how-to-turn-on-sms-text-messaging-for-surveys.md): Learn how to activate the SMS feature on your survey project - [Sending email through a custom email domain](https://support.publicinput.com/en/articles/3474945-sending-email-through-a-custom-email-domain.md): How to add your own custom email domain and validate it through DNS record authentication. - [How to add a keyword to a Text Survey](https://support.publicinput.com/en/articles/2760722-how-to-add-a-keyword-to-a-text-survey.md): This article will show you how to add a keyword that survey respondents text in to access your text survey. \(SMS Survey\) - [Uploading contacts to a Communications Topic](https://support.publicinput.com/en/articles/3434348-uploading-contacts-to-a-communications-topic.md): Find or create a communications topic, then import/upload subscribers - [How to create an email template](https://support.publicinput.com/en/articles/3430430-how-to-create-an-email-template.md): Using email templates to makes creating new emails quicker and easier for users while providing brand consistency. - [How to create a new communications topic \(email topic\)](https://support.publicinput.com/en/articles/3406069-how-to-create-a-new-communications-topic-email-topic.md): Create a new email topic and sub-topics to which users can subscribe - [Creating an email with the email editor](https://support.publicinput.com/en/articles/3212661-creating-an-email-with-the-email-editor.md): Building an email and adding content, survey questions, and templated headers and footers is possible with the drag & drop email editor. - [Editing System-Generated Email Content Blocks](https://support.publicinput.com/en/articles/3329336-editing-system-generated-email-content-blocks.md): Need to modify the header, footer, or question formatting? Here's how to convert any system-generated block into editable content. - [Uploading or importing contacts into a list](https://support.publicinput.com/en/articles/2927753-uploading-or-importing-contacts-into-a-list.md): How to create or import a list of email and SMS subscribers from a CSV or Excel file - [How to enable a text survey](https://support.publicinput.com/en/articles/3059407-how-to-enable-a-text-survey.md): How to set up a text survey for your project - [How to create an embedded signup form](https://support.publicinput.com/en/articles/2822185-how-to-create-an-embedded-signup-form.md): Creating a custom signup form to embed in a website - [Using the automated GovDelivery integration](https://support.publicinput.com/en/articles/5443127-using-the-automated-govdelivery-integration.md): The native integration with GovDelivery's API can help with transitioning to PublicInput and keep new list signups synchronized. - [Understanding Text Rate Limits and Message Queues](https://support.publicinput.com/en/articles/8269884-understanding-text-rate-limits-and-message-queues.md): How much does it cost to send a text? - [How to A/B test PublicInput email campaigns](https://support.publicinput.com/en/articles/7858843-how-to-a-b-test-publicinput-email-campaigns.md) - [How to upload and link to an attachment in your email campaign](https://support.publicinput.com/en/articles/9221878-how-to-upload-and-link-to-an-attachment-in-your-email-campaign.md): Creating and Sharing a linked attachment in your email campaign: a step-by-step guide - [Sending emails from your own SMTP Server instead of PublicInput's email servers](https://support.publicinput.com/en/articles/13294928-sending-emails-from-your-own-smtp-server-instead-of-publicinput-s-email-servers.md): Use the Custom SMTP Sending Address feature to configure sending addresses that leverage your organization's email infrastructure. ## Public | EQUITY MAPPING - [How to use Public | Equity Mapping to Map data from the EPA's EJSCREEN](https://support.publicinput.com/en/articles/4676677-how-to-use-public-equity-mapping-to-map-data-from-the-epa-s-ejscreen.md): \(formerly called the Environmental Data Module or EDM\) - [Why aren't my map layers working/visible?](https://support.publicinput.com/en/articles/6250335-why-aren-t-my-map-layers-working-visible.md): Possible reasons that a layer on a map may not be seen - [Using your organization's custom GIS Layers as part of the Equity Mapping toolkit](https://support.publicinput.com/en/articles/7792936-using-your-organization-s-custom-gis-layers-as-part-of-the-equity-mapping-toolkit.md) ## Comment Analysis & Moderation - [Importing Comment Data and Tags](https://support.publicinput.com/en/articles/4698102-importing-comment-data-and-tags.md) - [Comment Admin Options & Actions](https://support.publicinput.com/en/articles/3148308-comment-admin-options-actions.md): How to up vote, highlight, hide, add a tag or change the sentiment of a comment. - [How to reply to a comment as an Admin](https://support.publicinput.com/en/articles/3151461-how-to-reply-to-a-comment-as-an-admin.md): Replying to a comment as an Admin or organization - [How to filter or tag comments by common themes/topic words](https://support.publicinput.com/en/articles/2940408-how-to-filter-or-tag-comments-by-common-themes-topic-words.md) - [What's the difference between the tag cloud and the smart cloud?](https://support.publicinput.com/en/articles/3168063-what-s-the-difference-between-the-tag-cloud-and-the-smart-cloud.md): Tag clouds and smart clouds both use keywords to help you analyze words and phrases in survey participants’ comments. - [GPT Comment Analysis: Using AI to save hours on comment coding](https://support.publicinput.com/en/articles/8701070-gpt-comment-analysis-using-ai-to-save-hours-on-comment-coding.md): How to use the GPT-powered AI Comment Analysis Toolkit, accessible within the project admin interface's comment tab. ## Results and Data - [Mayor Mode - Executive Engagement Dashboard](https://support.publicinput.com/en/articles/13679561-mayor-mode-executive-engagement-dashboard.md) - [Pulse](https://support.publicinput.com/en/articles/16154449-pulse.md) - [Pulse \(AI Disabled\)](https://support.publicinput.com/en/articles/16154720-pulse-ai-disabled.md) - [Allowing Agentic AI Tools](https://support.publicinput.com/en/articles/16155049-allowing-agentic-ai-tools.md) - [Navigating the Results & Data tab](https://support.publicinput.com/en/articles/3578688-navigating-the-results-data-tab.md) - [Common terms and Metrics in your Engagement Dashboard and Reports](https://support.publicinput.com/en/articles/4396952-common-terms-and-metrics-in-your-engagement-dashboard-and-reports.md): Not sure what we mean by "Participant," "Comment," "Response" or another term? Here's a quick explainer of terms. - [What is a dynamic report?](https://support.publicinput.com/en/articles/2688630-what-is-a-dynamic-report.md): Report your results in a dynamic way by adding graphs, comment banks, insights and content and share with the world. - [How to create a dynamic report](https://support.publicinput.com/en/articles/3212855-how-to-create-a-dynamic-report.md): Using the Results & Data tab to create a dynamic report - [Tracking web traffic by URL](https://support.publicinput.com/en/articles/8313978-tracking-web-traffic-by-url.md): Track traffic from custom URLs - [How can I keep spam emails from being included on a dynamic report?](https://support.publicinput.com/en/articles/5998770-how-can-i-keep-spam-emails-from-being-included-on-a-dynamic-report.md): Exclude extraneous comments created from being seen on a report - [How to archive comments so they don't appear in your survey results](https://support.publicinput.com/en/articles/3186186-how-to-archive-comments-so-they-don-t-appear-in-your-survey-results.md): Archive or Un-Archive comments - [How do I remove questions from my report?](https://support.publicinput.com/en/articles/2688632-how-do-i-remove-questions-from-my-report.md): Remove questions, content boxes, or other unwanted items from a dynamic report - [How to add a question to a dynamic report](https://support.publicinput.com/en/articles/3362876-how-to-add-a-question-to-a-dynamic-report.md): You can add other questions from related projects to your report, or questions you've deleted. - [Adding or removing comment blocks from dynamic reports](https://support.publicinput.com/en/articles/3325376-adding-or-removing-comment-blocks-from-dynamic-reports.md): Toggling comments for regular questions, and removing comment questions \(since you can't toggle comments off for comment questions\) - [Add a map of participants to a report](https://support.publicinput.com/en/articles/3210054-add-a-map-of-participants-to-a-report.md): Add an interactive google map of participants by zipcode, or point on a map. - [Filter individual questions within a dynamic report by segment](https://support.publicinput.com/en/articles/2691518-filter-individual-questions-within-a-dynamic-report-by-segment.md) - [Creating a Dynamic Report filtered by an audience segment](https://support.publicinput.com/en/articles/2886488-creating-a-dynamic-report-filtered-by-an-audience-segment.md): This article gives instructions on how to create a dynamic report filtered by an existing audience segment - [Using Insight builder to create data insights](https://support.publicinput.com/en/articles/2887218-using-insight-builder-to-create-data-insights.md): How to create and share interesting data insights in a dynamic report - [Filtering downloaded comments in your Comment Export \(.CSV\)](https://support.publicinput.com/en/articles/5953174-filtering-downloaded-comments-in-your-comment-export-csv.md): Export comment data from the Results & Data tab - [Filtering downloaded data](https://support.publicinput.com/en/articles/4151523-filtering-downloaded-data.md): Learn how to choose which data is downloaded on an export - [Ranking, Percentages, and raw numbers for Ranking questions on Dynamic Reports](https://support.publicinput.com/en/articles/2964687-ranking-percentages-and-raw-numbers-for-ranking-questions-on-dynamic-reports.md): This article provides definitions about rankings and percentages found on dynamic reports - [Achieving Statistical Validity: Calculating Margin of Error and Sample Size](https://support.publicinput.com/en/articles/8813632-achieving-statistical-validity-calculating-margin-of-error-and-sample-size.md): Learn key formulas and tips for achieving statistically valid surveys, focusing on margin of error and sample size. - [Understanding Participant Location Display on the Participants Tab](https://support.publicinput.com/en/articles/10203179-understanding-participant-location-display-on-the-participants-tab.md) ## Community Based Organizations \(CBOs\) - [Using the Community-based Organizations module and network](https://support.publicinput.com/en/articles/9185832-using-the-community-based-organizations-module-and-network.md): A primer and table of contents for learning to use the CBO module and CBO network in PublicInput. - [Importing Community-based Organization data by uploading a spreadsheet](https://support.publicinput.com/en/articles/9190241-importing-community-based-organization-data-by-uploading-a-spreadsheet.md): Preparing your spreadsheet, navigating to the import tool, uploading your data, and ensuring its accuracy within your system. - [Understanding Categorization of Community-Based Organizations \(CBOs\) in PublicInput](https://support.publicinput.com/en/articles/9185854-understanding-categorization-of-community-based-organizations-cbos-in-publicinput.md): A guide to navigating the taxonomy of community-based organizations \(CBOs\) within PublicInput. - [Adding an organization to your Community-based Organization \(CBO\) database](https://support.publicinput.com/en/articles/9190326-adding-an-organization-to-your-community-based-organization-cbo-database.md) - [Searching and Filtering Community-Based Organizations \(CBO\)](https://support.publicinput.com/en/articles/9194909-searching-and-filtering-community-based-organizations-cbo.md) - [Adding contacts to a Community-based Organization \(CBO\) in your database](https://support.publicinput.com/en/articles/9190803-adding-contacts-to-a-community-based-organization-cbo-in-your-database.md): Learn to add contacts to CBOs in PublicInput efficiently with this step-by-step guide. - [Exploring Community-based Organization \(CBO\) data in the Equity Mapping module](https://support.publicinput.com/en/articles/9217311-exploring-community-based-organization-cbo-data-in-the-equity-mapping-module.md): To view Community-Based Organization \(CBO\) data directly in your Equity Mapping interface, follow these steps to toggle visibility. - [Exporting Community-Based Organization \(CBO\) Lists to a spreadsheet](https://support.publicinput.com/en/articles/9217495-exporting-community-based-organization-cbo-lists-to-a-spreadsheet.md) ## Social Media Tools - [Manually associate social media comments with your project](https://support.publicinput.com/en/articles/4816221-manually-associate-social-media-comments-with-your-project.md): Learn how to bring in public comments from Twitter, Facebook, Nextdoor and Instagram to your Public Input projects. ## Troubleshooting & FAQs - [What to do if the Intercom icon isn't showing for you](https://support.publicinput.com/en/articles/6853935-what-to-do-if-the-intercom-icon-isn-t-showing-for-you.md) - [How to find & screenshot error messages when experiencing an issue in publicinput.com](https://support.publicinput.com/en/articles/4236731-how-to-find-screenshot-error-messages-when-experiencing-an-issue-in-publicinput-com.md): Locate & screenshot the list of errors happening on the page when you're experiencing a bug in the system - [Password Security Requirements](https://support.publicinput.com/en/articles/8978449-password-security-requirements.md): Creating a Secure Password on PublicInput: A Comprehensive Guide - [How do I reset my password?](https://support.publicinput.com/en/articles/2666877-how-do-i-reset-my-password.md): Change your password for signing into the platform - [How to find image size & dimensions info on your computer](https://support.publicinput.com/en/articles/3921382-how-to-find-image-size-dimensions-info-on-your-computer.md): Check image size and dimensions in your system dialog before uploading images to the PublicInput image library - [How do I log in to PublicInput.com for the first time?](https://support.publicinput.com/en/articles/4254785-how-do-i-log-in-to-publicinput-com-for-the-first-time.md): How to I get my PublicInput.com password? - [How do I reach out to Support for help?](https://support.publicinput.com/en/articles/5643650-how-do-i-reach-out-to-support-for-help.md): PublicInput's Support Chat & FAQ's - [What is the Engagement Dashboard?](https://support.publicinput.com/en/articles/4900970-what-is-the-engagement-dashboard.md) ## Administration - [How do I add a new department?](https://support.publicinput.com/en/articles/3712818-how-do-i-add-a-new-department.md): Request a new department for your organization - [How to add a new administrator](https://support.publicinput.com/en/articles/3349074-how-to-add-a-new-administrator.md): How do you add or change admins and their permissions? - [How do I see what my administrators have been doing?](https://support.publicinput.com/en/articles/6284573-how-do-i-see-what-my-administrators-have-been-doing.md): Viewing a log of administrator activity in your organization - [Permission Management: Admin Roles and Access Levels](https://support.publicinput.com/en/articles/3599055-permission-management-admin-roles-and-access-levels.md): Admin permissions are controlled by a primary set of roles, which can be extended to team members, contractors, or partner organizations. - [Setting up Two-Factor Authentication](https://support.publicinput.com/en/articles/11818565-setting-up-two-factor-authentication.md): Learn how to set up two-factor authentication and ensure everyone in your organization is using it - [What is the Public Portal? \(formerly the "Hub"\)](https://support.publicinput.com/en/articles/4144566-what-is-the-public-portal-formerly-the-hub.md): Learn how to display projects from across your organization on a centralized portal for participants to participate in. - [How to update your organization's Public Portal](https://support.publicinput.com/en/articles/3451517-how-to-update-your-organization-s-public-portal.md): Customize the Public Portal with engagement statistics, a Twitter feed, and more! - [Where do the stats listed on the Public Portal come from?](https://support.publicinput.com/en/articles/6188261-where-do-the-stats-listed-on-the-public-portal-come-from.md): The metrics on the portal and their origin - [How to embed a public portal](https://support.publicinput.com/en/articles/6222526-how-to-embed-a-public-portal.md): Displaying your PublicInput public portal on an external web site - [Custom Request Forms FAQ](https://support.publicinput.com/en/articles/5677486-custom-request-forms-faq.md): Requesting custom phone lines, domains and SSL certificates - [What is SSO?](https://support.publicinput.com/en/articles/5669745-what-is-sso.md) - [Custom colors, CSS styling, headers, and footers](https://support.publicinput.com/en/articles/3196156-custom-colors-css-styling-headers-and-footers.md): A quick overview of how to customize the look and feel of your pages by adding your logo, changing your accent color, and CSS customization. - [Phone line request form \(for Organizational Administrators\)](https://support.publicinput.com/en/articles/6380896-phone-line-request-form-for-organizational-administrators.md): Request additional or pin-free phone lines for meetings or project hotlines - [Setting up a custom domain for a PublicInput Account](https://support.publicinput.com/en/articles/4397709-setting-up-a-custom-domain-for-a-publicinput-account.md): If you've already bought a domain or are looking to purchase one to point to PublicInput.com, here's how to get it set up. - [ADVANCED: How to create custom CSS styling for your project](https://support.publicinput.com/en/articles/4617350-advanced-how-to-create-custom-css-styling-for-your-project.md): Adding custom styling to your project will involve some knowledge of HTML and CSS. - [How to Archive a taxonomy level](https://support.publicinput.com/en/articles/5717960-how-to-archive-a-taxonomy-level.md): Archiving a taxonomy level - [How to update taxonomy for your organization](https://support.publicinput.com/en/articles/5717951-how-to-update-taxonomy-for-your-organization.md) - [How to edit and manage Tags within Taxonomy](https://support.publicinput.com/en/articles/5717992-how-to-edit-and-manage-tags-within-taxonomy.md): Change visibility settings to manage the resident experience, organize your information, and create topics from tags - [WCAG compliance & ADA best practices](https://support.publicinput.com/en/articles/3601862-wcag-compliance-ada-best-practices.md): This article discusses PublicInput.com's accessibility compliance & best practices for creating accessible projects - [How PublicInput keeps your data safe when you use AI features](https://support.publicinput.com/en/articles/16075607-how-publicinput-keeps-your-data-safe-when-you-use-ai-features.md): How customer data is protected in PublicInput's agentic AI features: Azure-hosted enterprise environment, strict US data residency, and no training on your data, plus how to disable AI for your org... - [Accessing your PublicInput data via the API and Zapier](https://support.publicinput.com/en/articles/5210965-accessing-your-publicinput-data-via-the-api-and-zapier.md) - [Getting started with the PublicInput Core API](https://support.publicinput.com/en/articles/15386571-getting-started-with-the-publicinput-core-api.md): Authenticate with OAuth2 client credentials and use the Core API to read meetings, agendas, sections, and items. - [Accessing and updating your data via the API](https://support.publicinput.com/en/articles/5125857-accessing-and-updating-your-data-via-the-api.md): Create an API key to enable real-time API access. - [Using the Zapier app to access your data and create automations](https://support.publicinput.com/en/articles/4064735-using-the-zapier-app-to-access-your-data-and-create-automations.md): Getting access to the PublicInput Zapier app, retrieving an API key, and creating your first zap. - [Integrating PublicInput with your website search](https://support.publicinput.com/en/articles/10198672-integrating-publicinput-with-your-website-search.md): PublicInput offers search integrations with all major government Content Management System \(CMS\) platforms. ## Certified Partners Program - [Certified Partner Portal](https://support.publicinput.com/en/articles/5269948-certified-partner-portal.md): A one stop resource hub for PublicInput experienced consultant users. ## Media Clients - [Auto-Assigning Polls by Article Category](https://support.publicinput.com/en/articles/2666892-auto-assigning-polls-by-article-category.md)