The Participant Relationship Manager is a database of all registered participants on your engagement site. You can export the database as a CSV file to help with more detailed reporting and to further understand your registered participants.
You can choose to apply filters to your participants before you export them, or to narrow the list down to an existing participant group. For example, you can choose to only export the participants that were Last seen over a year ago, or export the participants with specific Participant tags.
You can export 5000 registered participants at a time. If your site has over 5000 participants, you can use filters or groups to export your database in sections.
To export:
Go to Participants in the main menu.
Use the Filters to apply any desired filters to the group of participants you want to export, or select from existing participant groups to narrow down the participant list.
Select the Export button and the report will be prepared and emailed to your admin email address.
Select OK and you can continue working while the report is prepared.
Participants are exported and emailed as a ZIP file which contains a CSV file. The exported report will contain the participants':
Screen Name: The name participants use when contributing on your site.
Email: The email address attached to the participant account.
Joined: The date and time the participant registered on your site.
User Status: Indicates if the participant is Active, Blocked, Pending activation, or a Project admin.
Subscribed: Lists TRUE if the participant is subscribed to your mailing list, or FALSE if they have unsubscribed from an email.
Imported: Lists TRUE if they were imported into your system, or FALSE if they registered themselves.
Participant Tags: Lists the participant tags attached to the participant. Multiple tags are separated a |.
Signup Form answers: The answers the participant gave to each of the questions on your Signup Form.