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People
People
This collection contains articles exploring the features of the people section.
35 articles in this collection
Written by
Ana David
and
Eric Range
What is the People Section?
Understand the three core aspects of the people section: profiles, segments, and labels.
Written by
Ana David
Updated over a week ago
Funnel Stages
Learn what funnel stages are and best practices for using them on Element.
Written by
Eric Range
Updated this week
Milestones: An Overview
Learn more about what Milestones are and why they are so useful.
Written by
Eric Range
Updated this week
User Profile
Activity Feed: Admin Track Changes
Element451 tracks changes performed by internal users, allowing for greater transparency among colleagues.
Written by
Eric Range
Updated over a week ago
Unsubscribing Users via the Person Profile
Learn more about manually unsubscribing users from SMS and Email messages.
Written by
Eric Range
Updated this week
Add a New Person to Element from a Segment
Add a new user into Element and simultaneously into a segment.
Written by
Eric Range
Updated this week
Manually Adding a User to Element
Learn how to manually add a person directly into Element.
Written by
Ana David
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
Eric Range
Updated this week
The Person Profile
Learn about the customizable person profiles we call Bolt Profiles.
Written by
Eric Range
Updated over a week ago
Student Engagement Score
Using digital touch points to compute engagement levels in students.
Written by
Eric Range
Updated this week
Managing a User's Profile
Learn how to delete, deactivate, and change a user's profile.
Written by
Ana David
Updated over a week ago
Profile Section: Athletics
Track student athletic interests and athletic recruit status for prospective students.
Written by
Eric Range
Updated this week
Methods to Create Relationship Records
Learn the two different methods how to generate relationship records
Written by
Ana David
Updated over a week ago
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 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
Ana David
Updated over a week ago
What are Segments?
An in-depth introduction to segments and when to use them.
Written by
Ana David
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
Ana David
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
Ana David
Updated over a week ago
How are Filters Used?
Introduction to the power of filters for creating segments and searching for people.
Written by
Eric Range
Updated this week
What are Constraints?
Learn about the basic and advanced constraints to improve your people searches: string, list, date, and geo constraints.
Written by
Ana David
Updated over a week ago
Accessing and Managing Segments
Learn how to view and manage segments, including applying labels, exporting, and deleting.
Written by
Ana David
Updated over a week ago
Explore Example Segments
Explore a few segment examples and begin brainstorming segments that benefit your institution.
Written by
Ana David
Updated over a week ago
Creating Segments for Parent Communication
How to create the perfect segment to target parents of prospective students.
Written by
Ana David
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
Ana David
Updated over a week ago
Labels
What are Labels?
Introduction to labels.
Written by
Ana David
Updated over a week ago
How to Create a Label
A step by step guide to creating a new label.
Written by
Eric Range
Updated over a week ago
Editing or Deleting Labels
Learn how to edit or delete a label.
Written by
Ana David
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
Eric Range
Updated this week
Apply a Label to a Segment
Learn how to apply a label to a segment of your users.
Written by
Eric Range
Updated this week
Tasks
Task Management
Manage your team's tasks.
Written by
Ana David
Updated over a week ago
Creating Task Types
Create common tasks to assign team members.
Written by
Ana David
Updated over a week ago
Adding Activities to the Profile Activity Feed
Custom Activities. Tasks first cousin.
Written by
Eric Range
Updated over a week ago
Visibility Groups
Visibility Groups Overview
Learn how to set permissions to different populations within your Element451 database.
Written by
Ana David
Updated over a week ago
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 over a week ago
Profile Data
Search Possible User Duplicates
Searching for duplicate users.
Written by
Ana David
Updated over a week ago