Add Demographic Information to a Direct Contacts Record

  1. From the PEARS homepage, hover over the Engage menu and click Direct Contacts:
    Select Direct Contacts from Engage menu
  2. The Direct Contacts list displays. Click on the record that needs demographics information:
     
  3. The Direct Contact details display. Click on the Demographics link:
  4. The demographics page displays:
  5. If the interactions for this record were recorded in the CRM, the Auto-calculate option can be used to auto-fill the demographics form. Otherwise, report demographics manually, following the steps below.
    First, report the total number of unique contacts:
     
  6. Next, enter the Communication Methods used for the interactions:
     
  7. Once the communication methods for each interaction have been reported, enter the Gender, Age, and Ethnicity of the contacts in the related fields. If there is not sufficient data to accurately report demographic information for all contacts, use the Prefer not to respond or Unknown fields, as needed:
  8. Next, enter the Race information for each contact. If there is not sufficient data to accurately report the race of all contacts, use the Prefer not to respond or Unknown fields, as needed:
  9. Click Save and continue to save the page and move to the next section, or click Save to save the current changes and view the record details.
    Auto Calculate Direct Contact Demographics
    Save and Continue or Save