Establish a community database and manage your engagement team

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

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27 articles in this collection
Written by Gayathri Rajendiran, Mary Francis, Vishwas Prasad and 1 other

How can I update a subscribed user to a registered participant?

Subscribers can be converted to registered participants

Written by Gayathri Rajendiran
Updated over a week ago

Resend the activation email to a participant

Resend the activation email or remind the participant to register.

Written by Vishwas Prasad
Updated over a week ago

Blocking participants

Learn how to remove/disengage a participant by using the block option

Written by Vishwas Prasad
Updated over a week ago

Customise your sign-up form

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

Written by Vishwas Prasad
Updated over a week ago

Bulk importing participants into EngagementHQ

How to bulk upload or import participants into EngagementHQ

Written by Vishwas Prasad
Updated over a week ago

Recover your password

Reset a forgotten password for administrators and participants.

Written by Deepa Prabhu
Updated over a week ago

What is the difference between a participant and a subscriber?

Understand the difference between registered participants and project followers.

Written by Deepa Prabhu
Updated over a week ago

Remove or edit an administrator

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

Written by Gayathri Rajendiran
Updated over a week ago

Managing your engagement team

Add an administrator to EngagementHQ

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

Written by Gayathri Rajendiran
Updated over a week ago

Access levels for EngagementHQ administrators

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

Written by Mary Francis
Updated over a week ago

People Relationship Manager

Create and manage your participant groups.

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

Written by Deepa Prabhu
Updated over a week ago

Participant information

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

Written by Deepa Prabhu
Updated over a week ago

Add a participant to your database

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

Written by Gayathri Rajendiran
Updated over a week ago

How do I filter participants for a date range?

Learn how to use the filters to find participants between two fixed dates.

Written by Deepa Prabhu
Updated over a week ago

Bulk tagging of participants

Tag multiple participants at once.

Written by Deepa Prabhu
Updated over a week ago

Participant sign in or login screens

Understand the participant experience when logging into your EnagagementHQ site.

Written by Mary Francis
Updated over a week ago

Advanced bulk upload of participants into EnagagementHQ

Understand the advanced features of bulk importing participants.

Written by Gayathri Rajendiran
Updated over a week ago

Create a dynamic group with time-based filters

Use a dynamic date range to welcome participants, keep them engaged and prevent them from slipping away.

Written by Deepa Prabhu
Updated over a week ago

Participant tag

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

Written by Deepa Prabhu
Updated over a week ago

Create a group of your imported participants

Group or tag your participants after a bulk import.

Written by Deepa Prabhu
Updated over a week ago

Creating a group of participants using filters.

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

Written by Deepa Prabhu
Updated over a week ago

Participant filtering by the 'Year of Birth' question.

Learn how to use this sign up form question in your participant filtering.

Written by Mary Francis
Updated over a week ago

Registration Form

Registration process upgrade

This article elaborates on the participants view of the improved registration process.

Written by Deepa Prabhu
Updated over a week ago

Changing your SignUp (Registration) form

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

Written by Deepa Prabhu
Updated over a week ago

FAQs

How to change a participant to an administrator?

Learn how to change the privileges of a participant.

Written by Deepa Prabhu
Updated over a week ago

Can imported participants, who have not been activated, reset their passwords ?

How to reset a password for an imported participant who is not yet activated.

Written by Deepa Prabhu
Updated over a week ago

Can I permanently delete a participant ?

Understand why EngagementHQ does not allow deletion of a registered user nor admin.

Written by Deepa Prabhu
Updated over a week ago