Import and Manage People

Add a Sign-up Form to your Newsletter

Sign-Up Forms allow your readers to subscribe to receive specific email communications.
How To Guide | Last Modified 1 December, 2022

Add Display Columns when Viewing Search Results

When viewing the results of a search of saved search, you may want to see more of your employee data. Add or remove columns to see the data you need to.
How To Guide | Last Modified 11 November, 2021

Add People to a Topic using Search

Apply a Topic to your People using Search.
How To Guide | Last Modified 11 November, 2021

Advanced Search

Advanced Search lets you create and run complex searches for your employees, by grouping multiple search criteria.
How To Guide | Last Modified 11 November, 2021

Apply Tags to People

Applying Tags to People is a simple but effective way of segmenting your audience so that you can send targeted messages. Learn what tags are and how to add employees to your tags.
How To Guide | Last Modified 10 November, 2022

Combine Metric Search Criteria

Combine search criteria when using Metric Search to locate People.
How To Guide | Last Modified 14 October, 2021

Combine Search Criteria

Combine search criteria when searching for People in your account.
How To Guide | Last Modified 10 November, 2022

Create a Folder to Organise your Tags

You can create folders to make organising Tags in your account easier. Use the instructions to create folders and move your tags between them.
How To Guide | Last Modified 11 October, 2021

Create a Sign-up Form

Use the instructions in this article to create a Sign-up Form.
How To Guide | Last Modified 1 December, 2022

Create a Tag

A Tag is a static group of employees. Creating a Tag and applying it to your People allows you to send targeted communications.
How To Guide | Last Modified 1 December, 2022

Create Custom Data Fields

In addition to the default fields (such as name, location etc), you can also create custom fields to help you communicate to your audience.
How To Guide | Last Modified 1 December, 2022

Deactivate People

Learn how to deactivate People from your Poppulo People database.
How To Guide | Last Modified 10 November, 2022

Deactivate People in Bulk

Learn how to deactivate People in bulk in a few different ways, through search, import and manually using tags
How To Guide | Last Modified 1 December, 2022

Delete a Custom Field

Delete or lock your custom data fields when you've finished using them.
How To Guide | Last Modified 10 November, 2022

Delete a Tag

Find out how to quickly and easily delete old Tags from your account.
How To Guide | Last Modified 1 December, 2022

Download a List of People

Use the instructions in this article to download a list of your People. You can download a list to include your active People, inactive People and those who have unsubscribed. The data will be downloaded ad a .CSV file for you to keep or to use outside of
How To Guide | Last Modified 1 December, 2022

Download a list of People that have Unsubscribed

Use the instructions in this article to download a list of your People. You can download a list to include your active People, inactive People and those who have unsubscribed. The data will be downloaded ad a .CSV file for you to keep or to use outside of
How To Guide | Last Modified 6 August, 2018

Edit a Saved Search

Use the steps in this article to edit a saved search, including changing the name, description and Search Criteria.
How To Guide | Last Modified 1 December, 2022

Editing a Sign-up Form

Learn how to edit your Sign-up forms.
How To Guide | Last Modified 6 May, 2022

Exporting a Sign-Up Form to a Website

This helpful feature enables your audience to sign up to receive your newsletters from your website.
How To Guide | Last Modified 1 December, 2022

Find Inactive People

Learn to find inactive people and target employees that have unsubscribed.
How To Guide | Last Modified 1 December, 2022

I Accidentally Deleted a Tag

Once a Tag is deleted, it's gone - however, here are some workarounds to help you try to identify the employees who were in a deleted Tag.
How To Guide | Last Modified 1 December, 2022

Invert your Metric Search

Invert your search when you use Metric Search. Also known as a negative search.
How To Guide | Last Modified 11 November, 2021

Invert your Search

Invert your search to view People who do NOT meet your criteria.
How To Guide | Last Modified 11 November, 2021

Manage your Saved Searches

It's important to keep your Saved Searches organised. You can group your Saved Searches into folders, move them between folders and use the search bar to locate your Saved Search Database.
How To Guide | Last Modified 1 December, 2022

Manually Import Employee Email Addresses

Find out how to manually import employee email addresses into your Poppulo Harmony account.
How To Guide | Last Modified 1 December, 2022

Manually Import Employees in Bulk

Find out how to manually import People into your Poppulo Harmony account using a spreadsheet or other file.
How To Guide | Last Modified 1 December, 2022

Move Tags into a Different Folder

You can create folders to make organising Tags in your account easier. You can also move Tags between your folders by using the instructions in this article.
How To Guide | Last Modified 2 December, 2022

Reactivate your People

Reactivate inactive employees who have been deactivated by the Admin, Bounce Manager or had previously deactivated themselves
How To Guide | Last Modified 1 December, 2022

Remove People from a Tag

Learn how to remove People from a Tag.
How To Guide | Last Modified 1 December, 2022

Run a Metric Search

Metric Search lets you identify People based on reporting related data such as, opens, clicks and survey results.
How To Guide | Last Modified 1 December, 2022

Run a Saved Search

When running a Search, you can save the search as Saved Search to use later when sending or searching. You can run a saved search and view the list of employees in the results.
How To Guide | Last Modified 1 December, 2022

Run a Search

Search lets you identify employees based on any field of data within the Poppulo Harmony system. You can also search based on multiple fields of data.
How To Guide | Last Modified 1 December, 2022

Save your Search as a Saved Search

Saved Searches allow you to create a dynamic group of People. Any time you search, the results can be saved for future use as a Saved Search.
How To Guide | Last Modified 1 December, 2022

Search for an Employee Based on Country

Use the Search to locate People in your account based on their Country.
How To Guide | Last Modified 11 November, 2021

Search for Non-Engaged People

Use a Metric Search to target Non-Engaged People.
How To Guide | Last Modified 1 December, 2022

Search for People by Email Address

Use the Search to locate employees based on their email address.
How To Guide | Last Modified 11 November, 2021

Search for People using the "Reports to" Feature

Search using the 'Reports to' feature to help with targeting your sends or checking your employee Data.
How To Guide | Last Modified 11 November, 2021

Sign-Up Form Options

Learn about the sign-up form edit options.
How To Guide | Last Modified 1 December, 2022

Tag People During an Import

Apply a tag to your People during an import.
How To Guide | Last Modified 1 December, 2022

Tag People using a Metric Search

Apply a tag to your People using a Metric Search.
How To Guide | Last Modified 14 October, 2021

Tag People using Search

Apply a tag to your People using a Search.
How To Guide | Last Modified 1 December, 2022

The "Reports to" Hierarchy Explained

When using the 'Reports to' feature, you can add multiple levels based on your organisation management structure.
How To Guide | Last Modified 10 November, 2022

Unsubscribe Settings

If you allow your employees to subscribe to different Folders across your organisation, you can control how they manage their subscriptions through the Unsubscribe Settings.
How To Guide | Last Modified 1 December, 2022

Update the Preferred Email Format for Employees

Set the preferred email format for your People, choose between plain text and html.
How To Guide | Last Modified 1 December, 2022

Upload to a Tag

Upload to a tag for those ad-hoc sends, when opted in to Enterprise People.
How To Guide | Last Modified 1 December, 2022

Using Employee ID as the Unique Identifier

Use this article for steps the steps to use Employee ID as the unique identifier for your People. With Employee ID as the unique identifier, employee email addresses can be changed/updated.
How To Guide | Last Modified 1 December, 2022

Using the "Reports to" Feature

Use the 'Reports to' feature to help with targeting your sends or checking your People Data.
How To Guide | Last Modified 1 December, 2022

View the Results of your People Import

Reviewing your People imports is a good way verify imports, or to spot if any employee data was not imported into Poppulo Harmony.
How To Guide | Last Modified 1 December, 2022

View your Employee Activity

View the activity of your employees for insights into what communications they have engaged with.
How To Guide | Last Modified 1 December, 2022

Why Can't I See All My People?

What to do if you notice some People are not receiving your communications.
How To Guide | Last Modified 31 October, 2018

Why did my Employees Receive a Block of Text?

Avoid employees receiving a block of plain text rather than the wonderful Newsletter you've been working on.
How To Guide | Last Modified 1 December, 2022