People

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

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34 articles in this collection
Written by Ardis Kadiu, Keith McCusker, Zac Howard and 1 other

What is the People Section?

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

Written by Keith McCusker
Updated yesterday

Funnel Stages

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

Written by Keith McCusker
Updated yesterday

Milestones: An Overview

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

Written by Ana David
Updated yesterday

User Profile

Activity Feed: Admin Track Changes

Element451 tracks changes performed by internal users, allowing for greater transparency among colleagues.

Written by Ana David
Updated yesterday

Add a New Person to Element from a Segment

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

Written by Keith McCusker
Updated yesterday

Manually Adding a User to Element

Learn how to manually add a person directly into Element.

Written by Keith McCusker
Updated yesterday

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 yesterday

The Parts of the User's Profile

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

Written by Keith McCusker
Updated yesterday

Student Engagement Score

Using digital touch points to compute engagement levels in students

Written by Ardis Kadiu
Updated yesterday

Managing a User's Profile

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

Written by Keith McCusker
Updated yesterday

Profile Section: Athletics

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

Written by Ardis Kadiu
Updated yesterday

Methods to Create Relationship Records

Learn the two different methods how to generate relationship records

Written by Zac Howard
Updated yesterday

Activity Feed: the Student's Journey

The Element451 activity feed tells a story of the student engagement through the admissions funnel.

Written by Ana David
Updated yesterday

Segments

People and Segments

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

Written by Keith McCusker
Updated yesterday

What are Segments?

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

Written by Keith McCusker
Updated yesterday

Creating a Segment

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

Written by Keith McCusker
Updated yesterday

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

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

Written by Keith McCusker
Updated yesterday

How are Filters Used?

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

Written by Keith McCusker
Updated yesterday

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 yesterday

Accessing and Managing Segments

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

Written by Keith McCusker
Updated yesterday

Explore Example Segments

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

Written by Keith McCusker
Updated yesterday

Creating Segments for Parent Communication

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

Written by Zac Howard
Updated yesterday

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 yesterday

Labels

What are Labels?

Introduction to labels.

Written by Keith McCusker
Updated yesterday

How to Create a Label

A step by step guide to creating a new label.

Written by Keith McCusker
Updated yesterday

Editing or Deleting Labels

Learn how to edit or delete a label.

Written by Keith McCusker
Updated yesterday

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 yesterday

Apply a Label to a Segment

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

Written by Keith McCusker
Updated yesterday

Tasks

Tasks Overview

View all your current tasks and create new tasks for yourself

Written by Keith McCusker
Updated yesterday

Task Management

Manage your team's tasks.

Written by Keith McCusker
Updated yesterday

Creating Task Types

Create common tasks to assign team members.

Written by Keith McCusker
Updated yesterday

Adding Activities to the Profile Activity Feed

Custom Activities. Tasks first cousin.

Written by Ardis Kadiu
Updated yesterday

Visibility Groups

Visibility Groups Overview

Learn how to set permissions to different populations within your Element451 database.

Written by Ana David
Updated yesterday

Assigning Visibility Groups to Users

Step-by-step instructions on how to assign visibility groups to your Element451 administrative users .

Written by Ana David
Updated yesterday