Participants / Community
Understanding your respondents
36 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
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