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
Import and Manage People
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 24 April, 2023
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 24 April, 2023
Combine Search Criteria
Combine search criteria when searching for People in your account.
How To Guide
| Last Modified 24 April, 2023
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 7 December, 2022
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 7 December, 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 as a .CSV file for you to keep or to use outside of
How To Guide
| Last Modified 5 December, 2022
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 December, 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 7 December, 2022
Invert your Search
Invert your search to view People who do NOT meet your criteria.
How To Guide
| Last Modified 8 December, 2022
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 8 December, 2022
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 6 December, 2022
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 6 December, 2022
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 9 May, 2023
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 24 April, 2023
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 24 April, 2023
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
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