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).

26 articles in this collection
Written by Gayathri Rajendiran, Antony Prem, Mary Francis and 2 others

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

Send activation email to 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 EHQ

How to bulk upload or import participants into EHQ

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 project 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, delete admin privileges completely or block an admin

Written by Gayathri Rajendiran
Updated over a week ago

Managing your engagement team

Add an administrator to EHQ

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 EHQ 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 EHQ site.

Written by Mary Francis
Updated over a week ago

Advanced bulk upload of participants into EHQ

Understand the advanced features of bulk importing participants.

Written by Antony Prem
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

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 person already existing in your database.

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 EHQ does not allow deletion of a registered user nor admin.

Written by Deepa Prabhu
Updated over a week ago