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People
This collection contains articles exploring the features of the people section.
+1
34 articles in this collection
Written by
Ardis Kadiu,
Keith McCusker,
Ana David
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 over a week ago
Funnel Stages
In this article we discuss what funnel stages are and how to use them.
Written by
Keith McCusker
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
Activity Feed: Admin Track Changes
Element451 tracks changes performed by internal users, allowing for greater transparency among colleagues.
Written by
Ana David
Updated over a week ago
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 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
Eric Range
Updated this week
Student Engagement Score
Using digital touch points to compute engagement levels in students
Written by
Ardis Kadiu
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
Keith McCusker
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
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
Keith McCusker
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
Keith McCusker
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
Keith McCusker
Updated over a week ago
Creating Segments for Parent Communication
How to create the perfect segment to target parents of prospective students.
Written by
Keith McCusker
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 this week
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
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