Participants / Community
Understanding your respondents
35 articles
Attributes
Setup profile attributes and external identifiers
Different types of Attributes and how to view them
How to create a custom profile attribute?
How to edit a custom profile attribute?
How to mark a profile attribute as PII?
How to discard a custom profile attribute
How to use profile attributes in chat surveys?
Creating External Identifiers for a research domain
View all external Identifiers for a research domain
When to Use External Identifiers in Chat Surveys
Imports
Importing attributes and participants
Import Email Communities to Rival
Import attributes for existing participants
Community Health Dashboard
Learn how to access and navigate the Community Health Dashboard
How to View the Community Health DashboardThe Community Health Dashboard provides an at-a-glance view of your community’s engagement and activity trends.
How to Share the Community Health Dashboard ExternallyThe Share feature allows you to distribute a read-only snapshot of the Community Health Dashboard via a secure public URL—no login required.
How to Export the Community Health DashboardExporting the dashboard to PDF or PowerPoint
How to Show or Hide Visualizations in the Community Health DashboardCustomize the Community Health Dashboard by choosing which visualizations are visible.
How to Add Filters to the Community Health DashboardFilters dashboard to uncover deeper insights.
How to Change the Color Theme of the Community Health DashboardChange color themes to match your brand guidelines
How to Change the Order of Visualizations in the Community Health DashboardReorder visualizations to prioritize important metrics
How to Refresh the Community Health DashboardRefresh dashboard
How each metric on the default community health dashboard is calculated
Sample Groups
Set up sample groups and use them in distribution / exports / community health report
How to View All Sample Groups
How to create a sample group
How to edit a sample group
How to delete a sample group
How to duplicate a sample group
How to check member count matching a sample group
How to export participant / member data for a sample group
How to import sample group rules in a distribution
How to filter community health dashboard using sample groups