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Adding a Person Record from a Segment
Adding a Person Record from a Segment

Add a new user into Element and simultaneously into a segment.

Eric Range avatar
Written by Eric Range
Updated over a week ago


As you are creating, searching through, and using segments, you might find that you need to add a person's profile to the system. You can do this directly from a segment.

Adding a New Person Record from a Segment

  1. Navigate to Contacts > Segments

  2. Locate and click on the segment from which you would like to add a user

  3. With the segment open, click on the plus "+" icon.

  4. The Add New User form will open for you to complete. Please ensure that every required field (marked with an asterisk) for the current section is filled out, as you will not be able to move on to the next section until all necessary fields have been completed. The first section to complete is basic information.

  5. Once you have completed the basic information, you will add a Source Code. The Alias and Segment fields will populate values from which you can select. You can edit your list of Source Codes by navigating to Contacts > Categories > Source Codes. You can include a timestamp for the source in this section.

  6. The next tab allows you to add Milestones for the new user manually. When you add a Milestone, you will select Milestone Type, the Name (Client Import, Dashboard, or Email Click - you would almost always choose Dashboard in this case), the Date, Term, and Major.
    ​Tip: You might want to add a Date of Inquiry here, for example, so that the student shows up as a Prospect rather than a Suspect.

  7. The last tab, Education, allows you to input information about the student's academic history.

  8. When all details are entered, click Create. The person will now be in the segment and have a profile that you can find by navigating to Contacts > People.

Exporting Users from a Segment

Interested in exporting your segment? Learn more about that process by clicking here.

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