The Participants section of EHQ allows you to easily manage your stakeholder database. This includes grouping and filtering your participants.
The following steps describe how to use different filters to create a group.
1. Select the Participants link below Dashboard from the left menu.
This displays the Participants page with information such as screen name, email, joining date and last seen information of all participants. Click the Groups button to display the existing/saved groups
2. Use one or more of the filters to narrow down the list of names displayed in the Participants page.
The participants’ names are displayed in the Participants page based on the filters selected. Below are the details for each of these filters:
- Hubs - [Only available on enterprise licenses] Use this filter to narrow your selection by hub. Click on the Hubs filter, the following dropdown is displayed. Click on the required hub or search by typing the keywords in the Search box.
- Project activity – Click on the Project activity filter, the following dropdown menu is displayed. Select the level of project activity (Read this article to understand the terms used.) by clicking on the checkbox and then click on the required project name(s). You can also search for a project by typing the keywords in the Search box.
- Project tag – Click on the Project tag filter, the following dropdown is displayed. Project tags show all participants that have engaged on one of the projects with that tag. E.g. if you have a "Playground" tag on various projects, filtering the database by that tag will show all participants that have engaged in any project tagged with "Playground". Click on the required project tag or search by typing the keywords in the Search box. Read this article to understand how tags can be added to a project.
- Participant tag – Click on the Participant tag filter, the following dropdown is displayed. Click on the required tag or search by typing it in the Search box. Read this article to understand how tags can be added to participants.
- Suburb – When you click on the Suburb filter, the following dropdown is displayed. You can use the Search box to search for suburbs to filter on.
- Sign up form questions – Click on the Sign up form questions filter, the following dropdown is displayed. Click on the required questions checkbox and then select from the options displayed. Read this article to understand how and why sign up form questions are created.
- Status – Click on the Status filter, the following dropdown is displayed. Select the required option. Read the article on Create a group of your imported participants to get detailed steps on using the 'imported' status.
- Other – Click on the Other filter, the following dropdown is displayed. Click on one of the checkboxes in the first row to filter by screen name, email, joined on date or last seen date. Then click on a checkbox in the second row and fill out the secondary attributes. Click the Add button to apply the filter.
Use this option when you have a list of users that you want to create a group with, the users are already present in your database but you want to make a sub-group or a smaller private group. Under this dropdown, chose 'Email', 'contains' and enter all the email ids with comma separation and Add.
If Joined on or Last seen date is chosen as the first attribute, then it is possible to create a dynamic(or changing) group based on dates as detailed in the article on Create a dynamic group with moving filters.
3. After applying the required filters in the Participants page, you can view these as shown in the figure below. Click on the cancel (x) button to delete or disable that particular applied filter.
4. Next, you can add the filtered participant(s) to a group. To do this, enter a group name in the Create new group text box and click on the New Group button. NOTE: The 'New Group' button is greyed out till you enter a name for your group.
The screen is updated as displayed below with the newly added Group name.
NOTE: You can delete a group by clicking on the delete button next to the group name.
The following screen is displayed. Click on the Delete button to delete the group.
You have now successfully filtered a list of your participants and created a group, which can be applied to a project to restrict visibility or used to send newsletter updates.