EngagementHQ

Gayathri Rajendiran

Segment your database, understand and communicate with your community and setup your engagement team with our Participant Relationship Manager (PRM).

Set up your engagement team by adding or inviting a site, project or hub administrator

Learn what permissions are granted to a site, hub and project admin.

How to change the permissions of an admin, remove admin privileges completely, or block an admin

Learn how to change the privileges of a participant.

Learn what you can do in the Participants section of your site.

Learn how to invite and manually add a new participant to your database

How to bulk upload or import participants into EngagementHQ

Learn how to create, edit, or delete groups of participants.

View and edit participant profile and email, monitor their activity and add useful notes.

Learn how to tag and bulk tag a participant to filter and create groups.

Learn about the different filters that can be used in the participants section to create groups of community members.

Block a participant from your database or reach out to us to delete them

Use time-based filters to create groups that welcome participants, keep them engaged, and prevent them from slipping away.

Use the Imported filter to create a participant group of recently imported participants.

How to use your Signup Form questions to filter participants by demographic information, such as year of birth.

Understand the participant experience when registering for and logging into your EngagementHQ site.

Reset a forgotten password for administrators and participants.

Points to keep in mind before you change your existing registration form.

Collect demographic and personal information about your community to establish your community database.

Use Participant Demographic Attributes to filter your Dashboard reports and Participants list.