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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26 articles in this collection
Written by Nathan Connors and Mary Francis
People Relationship Manager

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

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

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

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 yesterday

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 yesterday

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