People

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

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

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

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

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 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

Search Possible User Duplicates

Searching for duplicate users.

Written by Ana David
Updated over a week ago