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Portal Feature:

Raw Data Download Fuels Lists for Personalization

July 22, 2018 Michael Venske Category: BlogTags: personalization, segmentation

Raw Data Download Fuels Lists for Personalization

Are you familiar with Raw Data in your Medicom Health admin portal? This .csv document is essentially a spreadsheet which shares each answer and calculated value from every user interaction with your HRAs. For example, this is over a hundred data points for each user of the Heart Health HRA.

When imported into Excel or Google Sheets, raw data reports can be filtered to create highly targeted follow-up lists for personalized messaging and outreach. This single report allows you to more quickly identify the individuals you want to reach out to the most, based on a variety of different data collected from their Profiler results.

Download Your Raw Data Report

You’ll need to download your raw data report to be able to create a targeted list.

  • On your Client Portal, click Raw Data on the left sidebar (under Reports tab)
  • Next, click Generate Raw Data Report 3. Select Profiler & App from the dropdowns
  • Select Protected Health Information from User Completions in Report Details Section
  • And finally, click Create Raw Data Report 6. Scroll to the report you wish to download, click the dropdown and select Raw Data Report
  • The report will download as CSV. Double-click to open report.

Filter by Your Desired Metrics

Once you have your Raw Data report, it can be filtered to identify users who match any set of specific criteria you’d like to identify for your email campaigns. Note, you can download a full Data Dictionary from inside the Admin Portal. It completely explains the Raw Data fields, how they are calculated, possible answers, etc.

Contact us if you can’t find it in the portal.

On Mac:

  • Select the Raw Data column you want to sort. For example, this might be BMI Risk Category, Smoking Status, Diabetes Status, or Exercise Level.
  • Next, select the Sort & Filter button from the Home menu
  • Filter the column alphabetically or numerically ff You can sort alphabetically from A to Z or Z to A ff You can sort numerically from Smallest to Largest or Largest to Smallest
  • From the first column on the far left, you can select and copy all of the email addresses associated with your desired result. For example, you can grab all of the email addresses associated with “High” BMI Risk results or “Current” smoking status results.
  • Finally, pull these emails into your external email program to form your customized, targeted list.

On Windows:

Select the Raw Data column you want to sort. For example, this might be BMI Risk Category, Smoking Status, Diabetes Status, or Exercise Level.

  • Select the Sort & Filter button from the Home menu 3. On the Data tab, in the Sort & Filter group, filter the data alphabetically or numerically
    • You can sort alphabetically from A to Z or Z to A
    • You can sort numerically from Smallest to Largest or Largest to Smallest
  • From the first Raw data column on the far left, you can select and copy all of the email addresses associated with your desired result. For example, you can grab all of the email addresses associated with “High” BMI Risk results or “Current” smoking status results.
  • Finally, pull these emails into your external email program to form your customized, targeted list.

NOTE: Do you have the Heart HRA? If so, much of this work is complete. All you need to do is setup emails under Follow-up >> Click “+ Add Comorbidity” on the left-hand side. There you can setup specific messages based on the user’s data.

Michael Venske

Strategic Enterprise Client Partner & Promotional Services Specialist

Michael Venske is busy building and growing customer relationships by providing either creative collaboration for marketing campaigns or support and guidance for Medicom's suite of health risk assessments. Other specialities include: idea generation, bad puns, and speed walking.

More by Michael Venske

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