EHQ makes it easy to welcome new participants to your consultation hub and ensure that remain engaged and don't slip away.
You can keep track of your participant activity by using the moving filters provided in the participant page.
Follow the steps below to understand how this can be done.
1. Open the participants page by clicking on Participants in the People menu on the top navigation bar of EHQ.
2. Select the Other filter and select Joined. You then have the option to select more than or less than and then provide the number of days. For example, if you would like the list of participants who joined less than 7 days ago, key in the number 7 and click Add.
This will provide the list of participants who joined less than 7 days ago. You can use this group of participants to send a greeting message or welcome pack to the new participants.
Also, this group will be dynamically updated as new people join, since it will always use the calendar date minus 7 days (in this example) to select the participants of the group.
Similarly, to get a list of participants who are not engaged sufficiently and may be slipping away, use the Last Seen filter.
For example, select Last Seen, more than, 60 days, would give you a list of participants who have not logged in for more than 60 days. You may want to send them an email to re-engage them in your consultation.
3. Save these filters as relevant groups. We suggest "Recently Registered" for the first example and "Slipping Away" for the Last Seen, more than, 60 days example.
You can now use these groups to send newsletters using EHQ's Newsletter tool.