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Steps to Manually Add a Segment in sumApp from ‘Manage Members’ Page

Estimated reading: 1 minute 50 views Contributors

1. From ‘My Projects’, select the ‘Manage’ drop-down for the project you want to add a Segment to.

2. Click ‘Manage Members’.

3. Click the edit pencil for the member record you want to add a Segment to.

4. Click the “Segment” field and add the Segment for the member.

5. Click ‘Save’ when you are finished.

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Steps to Manually Add a Segment in sumApp from ‘Manage Members’ Page

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CONTENTS

Fine Tuning Your Member Options

Moving Data Between Projects and into Other Platforms

Managing Project and Member Privacy

sumApp

Kumu

Understanding Options Regarding Connections and What Shows on the Member Connections Page

sumApp Member View | Connections Page | Filter by Segment

1. Click “Connections” to find members you want to add a connection to. 2. Selec

Steps to Manually Add a Segment in sumApp from ‘Manage Members’ Page

1. From ‘My Projects’, select the ‘Manage’ drop-down for the project you want to

Manage Invitations

See a list of all members in your project. Send an invitation email to your memb

Use ‘Manage’ Button to Access All Your Project Pages

Click ‘Manage’ button to access your project management pages. Edit Survey Form.

Delete a Project

A project you no longer need can be: Deleted completely Deletion is not reversib

Manage Your Subscription

Cancel your subscription. Return to sumApp. Remove a payment method. Add a payme

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