How-to Video Library
Short how-to content for learning admin tools, features, & functionalities.
26 articles
User Profile
This section reviews how admins can create and edit the user profiles in Chronus, including how to configure profile fields, select field types, and customize participant profiles to ultimately support matching, reporting, and program goals.
- All About the User ProfileOverview of the User Profile from the admin perspective, including navigation and editing. Video Length: 20:06
- User Profile Field TypesThis short video explains the various profile field types in Chronus, so you choose the right options to structure participant profiles and collect meaningful data. Video Length: 02:37
- Adding New User Profile FieldsQuick walkthrough of how to add new profile fields, so you can customize participant profiles and gather the data that matters most to your program. Video Length: 01:14
- Removing User Profile FieldsThis video walks through the steps to remove user profile fields in Chronus, helping you streamline participant profiles and maintain accurate information without data loss. Video Length: 01:31
- Previewing the User ProfileReview of how to preview the User Profile. Admins can use the preview feature to validate setup and check on formatting. Video Length: 02:43
- User Profile Field 'Programs Tab' & Advanced SettingsThis video walks admins through using the Programs tab and accessing advanced settings for user profile fields. You’ll learn how to control field visibility, apply permissions, and further fine tune…
Surveys
Learn how to create, manage, and analyze surveys to capture participant feedback.
- Introduction to SurveysA high-level overview of the Survey tool in Chronus. Video Length: 01:57
- Creating & Editing SurveysLearn how to create and edit surveys in Chronus to gather valuable participant feedback. Video Length: 05:47
- Connection SurveysConnection Surveys can be embedded into connection plan templates, enabling admins to capture participant feedback at key moments in a connection. This video provides an overview of how Connection Surveys…
- Program SurveysLearn how Program Surveys let admins collect participant feedback at any time using a shareable link. Video Length: 01:20
- Collecting Survey Data & ReportingLearn how admins can access and collect survey data in Chronus to review individual and aggregated participant feedback. Video Length: 05:17
Matching Tools
Explore the matching tools that help admins connect participants effectively.
- Import or Update Mentoring ConnectionsThis video shows admins how to use the import tool to create or update mentoring connections in Chronus. Video Length: 03:45
- Bulk Match ToolThis video shows admins how to use the Bulk Match tool to efficiently pair large numbers of users at once. Video Length: 08:36
- Creating One Off Mentoring ConnnectionsLearn how admins can create a one-off connection in Chronus to directly pair specific participants. Video Length: 04:31
- Admin Matching Tools OverviewGet an overview of all the matching tools available to admins in Chronus and how they support connecting participants. Video Length: 02:37
Communication Tools
Explore the communication tools that help encourage participants to get connected and stay engaged.
- All About Email CampaignsThis video shows admins how to build and manage email campaigns, including creating and editing messages and scheduling email delivery to keep users informed and engaged. Video Length: 12:21
- Introduction to Email Campaigns & AnnouncementsGet an introduction to email campaigns and announcements, two tools that help admins communicate effectively with participants. Video Length: 02:50
- Creating AnnouncementsLearn how to create announcements, including drafting messages and selecting audiences in order to engage participants and support program success. Video Length: 05:44
Reporting
Overview of some of the reporting tools in Chronus that help admins track participation, measure outcomes, and demonstrate program impact.
- How to Access User ReportsLearn how to access user reports in Chronus to view specific segmented user data. Video Length: 02:11
- Applying Filters to the Connection ReportLearn how to apply filters to the Connection Report, helping you sort and refine data to uncover meaningful insights about participant and connection activity. Video Length: 05:47
- Connection Report OverviewThis video provides an overview of the Connection Report in Chronus, highlighting how to access data on connection status and progress to monitor engagement and evaluate program health. Video Length:…
- Creating or Updating User ReportsThis video shows admins how to create and update user reports in Chronus, including how to adjust filters and criteria to create accurate insights about program participants. Video Length: 06:32
- Match Report OverviewThis video provides an overview of the Match Report, illustrating how to access and interpret matching data to evaluate program effectiveness and ensure participants are connected successfully. Video Length: 04:36
- Connection Activity ReportingLearn how to use the Connection Activity Report in Chronus to track participant engagement within connections. Video Length: 01:53
Connection Plans
Learn how admins can use connection plan templates to guide participant interactions.