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 Nathan Connors and Mary Francis

Managing your engagement team

Add an administrator to EHQ

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

Written by Nathan Connors
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

Remove or edit an administrator

Change the permissions of an admin or delete the admin privileges completely or block an admin

Written by Mary Francis
Updated over a week ago

People Relationship Manager

Add a participant to your database

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

Written by Nathan Connors
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

Create and manage your participant groups

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

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.

Written by Mary Francis
Updated over a week ago

Blocking participants

Learn how to remove/disengage a participant by using a block.

Written by Nathan Connors
Updated over a week ago

Participant tag

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

Written by Mary Francis
Updated over a week ago

Bulk tagging of participants

Tag multiple participants at once.

Written by Mary Francis
Updated over a week ago

Bulk importing participants into EHQ

Bulk upload or import of participants into EHQ.

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.

Written by Nathan Connors
Updated over a week ago

Advanced bulk upload of participants into EHQ

Understand the advanced features of bulk importing participants.

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.

Written by Mary Francis
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

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 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.

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 Nathan Connors
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 Mary Francis
Updated over a week ago

Recover your password

Reset a forgotten password for administrators and participants.

Written by Mary Francis
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 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.

Written by Mary Francis
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 Mary Francis
Updated over a week ago

Send activation email to participant

Resend the activation email or remind the participant to register.

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.

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.

Written by Mary Francis
Updated over a week ago