Element451

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

What is the People Section?

Learn what funnel stages are and best practices for using them on Element.

Funnel Stages

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

Milestones: An Overview

Ardis Kadiu

Eric Range

Timothy Davis

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

People

Learn about the customizable person profiles we call Bolt Profiles.

The Person Profile

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

Managing a User's Profile

Learn how to manually add a person directly into Element.

Manually Adding a User to Element

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

Add a New Person to Element from a Segment

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

Activity Feed: Admin Track Changes

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

Activity Feed: the Student's Journey

Learn more about manually unsubscribing users from SMS and Email messages.

Unsubscribing Users via the Person Profile

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

Searching for a User by Name or Characteristic

Using digital touch points to compute engagement levels in students.

Student Engagement Score

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

Profile Section: Athletics

Learn the two different methods how to generate relationship records

Methods to Create Relationship Records

User Profile

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

People and Segments

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

What are Segments?

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

Creating a Segment

Calculated Segments

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

Accessing and Managing Segments

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

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

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

How are Filters Used?

Learn how to apply these advanced segment filters.

Advanced filters: All Properties, HAS and DOES NOT HAVE.

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

What are Constraints?

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

Explore Example Segments

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

Creating Segments for Parent Communication

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

How to Export a Segment

Segments

What are Labels?

A step by step guide to creating a new label.

How to Create a Label

Editing or Deleting Labels

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

Apply a Label to a Person's Profile

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

Apply a Label to a Segment

Labels

Task Management

Create common tasks to assign team members.

Creating Task Types

Adding Activities to the Profile Activity Feed

Tasks

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

Visibility Groups Overview

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