People

This collection contains articles exploring the features of the people section.

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30 articles in this collection
Written by Ardis Kadiu, JC Bonilla, Paige Breen and 3 others

What is the People Section?

Understand the three core aspects of the people section: profiles, segments, and labels.

Written by Keith McCusker
Updated over a week ago

Funnel Stages

In this article we discuss what funnel stages are and how to use them.

Written by Paige Breen
Updated over a week ago

Milestones: An Overview

Learn more about what Milestones are and why they are so useful.

Written by Ana David
Updated over a week ago

User Profile

Add a New Person to Element from a Segment

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

Written by Paige Breen
Updated over a week ago

Manually Adding a User to Element

Learn how to manually add a person directly into Element.

Written by Keith McCusker
Updated over a week ago

Searching for a User by Name or Characteristic

Explore how to search for a user based on their name/email or specific characteristics.

Written by Keith McCusker
Updated over a week ago

The Parts of the User's Profile

Learn about the multiple tabs inside a user's profile.

Written by Keith McCusker
Updated over a week ago

Student Engagement Score

Using digital touch points to compute engagement levels in students

Written by JC Bonilla
Updated over a week ago

Managing a User's Profile

Learn how to delete, deactivate, and change a user's profile.

Written by Keith McCusker
Updated over a week ago

Profile Section: Athletics

Track student athletic interests and athletic recruit status for prospective students.

Written by Ardis Kadiu
Updated over a week ago

Methods to Create Relationship Records

Learn the two different methods how to generate relationship records

Written by Zac Howard
Updated over a week ago

Segments

People and Segments

This video will go in-depth on the user profile and introduce you to segments.

Written by Keith McCusker
Updated over a week ago

What are Segments?

An in-depth introduction to segments and when to use them.

Written by Keith McCusker
Updated over a week ago

Creating a Segment

Learn about the two ways to create a segment and pick which is best for you.

Written by Paige Breen
Updated over a week ago

"Any" vs. "All" Operators (Segment Builder)

Learn about the difference between "any" and "all" operators to easily create segments.

Written by Keith McCusker
Updated over a week ago

How are Filters Used?

Introduction to the power of filters for creating segments and searching for people.

Written by Paige Breen
Updated over a week ago

What are Constraints?

Learn about the basic and advanced constraints to improve your people searches: string, list, date, and geo constraints.

Written by Keith McCusker
Updated over a week ago

Accessing and Managing Segments

Learn how to view and manage segments, including applying labels, exporting, and deleting.

Written by Keith McCusker
Updated over a week ago

Explore Example Segments

Explore a few segment examples and begin brainstorming segments that benefit your institution.

Written by Paige Breen
Updated over a week ago

Creating Segments for Parent Communication

How to create the perfect segment to target parents of prospective students.

Written by Zac Howard
Updated over a week ago

How to Export a Segment

On this page, we go over how to export the profile data of students in a segment directly to your email.

Written by Keith McCusker
Updated over a week ago

Labels

What are Labels?

Introduction to labels.

Written by Keith McCusker
Updated over a week ago

How to Create a Label

A step by step guide to creating a new label.

Written by Keith McCusker
Updated over a week ago

Editing or Deleting Labels

Learn how to edit or delete a label.

Written by Keith McCusker
Updated over a week ago

Apply a Label to a Person's Profile

Learn how to apply a label to an individual user's profile.

Written by Keith McCusker
Updated over a week ago

Apply a Label to a Segment

Learn how to apply a label to a segment of your users.

Written by Keith McCusker
Updated over a week ago

Tasks

Tasks Overview

View all your current tasks and create new tasks for yourself

Written by Keith McCusker
Updated over a week ago

Task Management

Manage your team's tasks.

Written by Keith McCusker
Updated over a week ago

Creating Task Types

Create common tasks to assign team members.

Written by Keith McCusker
Updated over a week ago

Adding Activities to the Profile Activity Feed

Custom Activities. Tasks first cousin.

Written by Ardis Kadiu
Updated over a week ago