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).

Nathan Connors avatar Abirami Ravishankaar avatar Mary Francis avatar +2
45 articles in this collection
Written by Nathan Connors, Abirami Ravishankaar, Mary Francis and 2 others
People Relationship Manager

Bluehaven | Create and manage your participant groups.

Learn how to create, edit or change and delete groups of participants.
Deepa Prabhu avatar
Written by Deepa Prabhu
Updated over a week ago

Bluehaven | Participant information

View and edit participant profile and email, monitor their activity and add useful notes.
Deepa Prabhu avatar
Written by Deepa Prabhu
Updated over a week ago

Bluehaven | Add a participant to your database

Learn how to invite and manually add a new participant to your database
Abirami Ravishankaar avatar
Written by Abirami Ravishankaar
Updated over a week ago

Add a participant to your database

Learn how to invite and manually add a new participant to your database.
Nathan Connors avatar
Written by Nathan Connors
Updated over a week ago

Bluehaven | How do I filter participants for a date range ?

Learn how to use the filters to find participants between two fixed dates.
Deepa Prabhu avatar
Written by Deepa Prabhu
Updated over a week ago

Bluehaven | Bulk tagging of participants

Tag multiple participants at once.
Deepa Prabhu avatar
Written by Deepa Prabhu
Updated over a week ago

Bluehaven | 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.
Deepa Prabhu avatar
Written by Deepa Prabhu
Updated over a week ago

Participant sign in or login screens

Understand the participant experience when logging into your EHQ site.
Mary Francis avatar
Written by Mary Francis
Updated over a week ago

Create and manage your participant groups

Learn how to create, edit or change and delete groups of participants.
Mary Francis avatar
Written by Mary Francis
Updated over a week ago

Participant information

View and edit participant profile and email, monitor their activity and add useful notes.
Mary Francis avatar
Written by Mary Francis
Updated over a week ago

Blocking participants

Learn how to remove/disengage a participant by using a block.
Nathan Connors avatar
Written by Nathan Connors
Updated over a week ago

Bluehaven | Participant tag

Learn how to tag a participant to filter and create groups.
Deepa Prabhu avatar
Written by Deepa Prabhu
Updated over a week ago

Participant tag

Learn how to tag a participant to filter and create groups.
Mary Francis avatar
Written by Mary Francis
Updated over a week ago

Bulk tagging of participants

Tag multiple participants at once.
Mary Francis avatar
Written by Mary Francis
Updated over a week ago

Bulk importing participants into EHQ

Bulk upload or import of participants into EHQ.
Mary Francis avatar
Written by Mary Francis
Updated over a week ago

Create a group of your imported participants

Group or tag your participants after a bulk import.
Nathan Connors avatar
Written by Nathan Connors
Updated over a week ago

Bluehaven | Create a group of your imported participants

Group or tag your participants after a bulk import.
Deepa Prabhu avatar
Written by Deepa Prabhu
Updated over a week ago

Advanced bulk upload of participants into EHQ

Understand the advanced features of bulk importing participants.
Mary Francis avatar
Written by Mary Francis
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.
Mary Francis avatar
Written by Mary Francis
Updated over a week ago

Bluehaven | 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.
Deepa Prabhu avatar
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.
Mary Francis avatar
Written by Mary Francis
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.
Mary Francis avatar
Written by Mary Francis
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.
Mary Francis avatar
Written by Mary Francis
Updated over a week ago
FAQs

Bluehaven | How to change a participant to an administrator?

Learn how to change the privileges of a person already existing in your database.
Deepa Prabhu avatar
Written by Deepa Prabhu
Updated over a week ago

How to change a participant to an administrator?

Learn how to change the privileges of a person already existing in your database.
Mary Francis avatar
Written by Mary Francis
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.
Mary Francis avatar
Written by Mary Francis
Updated over a week ago

Bluehaven | 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.
Deepa Prabhu avatar
Written by Deepa Prabhu
Updated over a week ago

Bluehaven | Can I permanently delete a participant ?

Understand why EHQ does not allow deletion of a registered user nor admin.
Deepa Prabhu avatar
Written by Deepa Prabhu
Updated over a week ago

Can I permanently delete a participant ?

Understand why EHQ does not allow deletion of a registered user nor admin.
Mary Francis avatar
Written by Mary Francis
Updated over a week ago

Send activation email to participant

Resend the activation email or remind the participant to register.
Mary Francis avatar
Written by Mary Francis
Updated over a week ago

What is the difference between a participant and a subscriber ?

Understand the difference between project participants and project followers.
Mary Francis avatar
Written by Mary Francis
Updated over a week ago

What happens if a previously subscribed person tries to register on the site ?

How to guide a person who gets a message that his email id 'has already been taken', to register for using the site.
Mary Francis avatar
Written by Mary Francis
Updated over a week ago