Element451

Learn about people records and why they are the foundation of the Element451 platform.

People Overview

Learn how to add and remove contacts from the people records in Element.

Adding and Removing People (Contacts)

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

Searching for a User by Name, Email, or Characteristic

Learn how to use Magic Links to bypass site authentication and pre-fill forms.

Magic Links

Discover what funnel stages are and gain insights into best practices for utilizing them.

Funnel Stages

Learn how to assign staff members to People records, including how to assign based on Territories.

Contact (People) Assignees

Bulk Deleting Contacts by Segment

How to Protect Your Contact Data from Accidental Overwrites

Timothy Davis

Michael Stephenson

People

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Integration Guide

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