Video Tutorials
Video: How to Share Member Profiles
This video tutorial covers how to access internal-facing member profiles and share external-facing respondent profiles after you've customized them in PARTNER CPRM.
Video: How to Customize Member Profiles
This PARTNER CPRM Video Tutorial teaches how to customize member profiles based on your needs.
Video: How to Share a Dashboard
Video Tutorial: Sharing Dashboards This PARTNER CPRM video tutorial walks through how to share your dashboards using an online link, pre-loaded email template, or downloaded PDF report.
Video: PARTNER CPRM Platform Tour
This 35-minute recorded demo provides a comprehensive, up-to-date tour of the PARTNER CPRM platform, hosted by Senior Data Analyst, Andy Zheng M.P.A. PARTNER CPRM Platform Walkthrough Watch the platform walkthrough below. Questions? Email ...
Video: How to Create a Dashboard
Video Tutorial: How to Create a Dashboard Learn how to create a dashboard in this PARTNER CPRM video tutorial.
Video: How to Send or Schedule Emails
Video Tutorial: How to Send an Email Learn how to send or schedule an email for a network of members in this PARTNER CPRM video tutorial.
Video: How to Edit a Network Survey
Video Tutorial: How to Edit a Network Survey Learn how to edit a survey in your network in this PARTNER CPRM video tutorial.
Video: How to Create a Network Survey
Video Tutorial: How to Create a Network Survey Learn how to create a new network survey in your ecosystem to capture relationship data in this PARTNER CPRM video tutorial.
Video: How to Create an Email Template
Video Tutorial: How to Create an Email Template Learn how to create a new email template in your ecosystem in this PARTNER CPRM video tutorial.
Video: How to Create a Question Group
Video Tutorial: How to Create Question Groups Learn how to create a new question group to use as a survey template in your ecosystem in this PARTNER CPRM video tutorial.
Video: How to Create a New Question
Video Tutorial: How to Create a Question Learn how to create a new question in your ecosystem in this PARTNER CPRM video tutorial.
Video: How to Create a Member Attribute
Video Tutorial: How to Create Member Attributes Learn how to create member attributes in your ecosystem in this PARTNER CPRM video tutorial.
Video: How to Upload a Member Spreadsheet
Video Tutorial: How to Upload a Member List Learn how to upload a list of members and attributes in your ecosystem in this PARTNER CPRM video tutorial.
Video: How to Create a New Member
Video Tutorial: How to Create a New Member Learn how to create a new member in your ecosystem in this PARTNER CPRM video tutorial.