The Participants section of EnagagementHQ 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 on Groups dropdown 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. Given below is the list of all the filters, and the options that each filter shows in the drop-down, when clicked:
Hubs - [Only available on enterprise licenses] Use this filter to narrow your selection by hub. Click on the required hub or search by typing the keywords in the Search box.
Project activity – 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.
Note: It takes a minimum of 24 hours for users to be visible on PRM page under Project activity filter, as it takes time for the contribution to be updated in PRM.
Project tag – 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.
Note : If you are a site admin, you can also edit and delete tags on the Project tags page
Participant tag – 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 – You can use the Search box to search for suburbs to filter on.
Sign up form questions – 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 – 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 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 addresses 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 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 field and click on the New Group button.
Note: The “New group” button cannot be accessed 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 can use the groups created to send Newsletters or assign to a project to restrict visibility.
Contact our support team if you need any further assistance via chat or email support@engagementhq.com