Top Tech Support How-Tos

If you have a "How do I..." question on your mind, you're not alone! Each month, Alida's Tech Support team answers hundreds of such questions.

There's always something to discover no matter how long you've used Alida's products. Check out the latest batch of the most frequently asked questions. Chances are you might learn something new!

June 2026

In this new release, we cover some of the most common reasons why customers contacted Alida 
Technical support during the month of June. Also, there are newly created knowledge articles by the Technical Support team and by sharing them with you, we hope to help you side-step similar issues. For more immediate help, contact support or access the Help Center directly from Alida. 
 

How to use tags in modern reporting

Last month, our customers reached out with questions on how to use tags in modern reporting and filter responses. The Manage Responses interface allows you to assess, label, and categorize feedback directly within the platform. Beyond simplifying data maintenance, response tagging offers versatile analysis options, such as refining datasets via filters or adding depth through recodes and banners. For those requiring external processing, these labels are preserved in CSV exports for seamless traceability.

Integrate these labels into your reporting workflows by applying them to filters or visualization tiles, and verify them within your exported data files.

To apply tags within filters:

1. Pick This Survey as your primary source.
2. Navigate through the question options to the Response Data category and choose Tags.

3. Finalize the remaining filter logic.

   

To utilize tags for recoding:

1. While configuring the rule, locate Tags under the Response Data section of the Based On menu.

   

To include tags in banners:

1. Open the field addition tool, select Survey Questions, and go to the end of the list.

2. Select the Tags option.

   

To generate a specific data tile:

1. Select the Add/Delete Tiles command.
2. Opt for Add Data Tile.
3. Choose Survey Questions from the available choices.
4. Locate Tags at the base of the question menu and select it.

5. Confirm by clicking Add; the updated tile will appear in your report.

   

To access labeled data via export:

1. Go to Export and select CSV (Response Data).
2. Select the Filtered Responses option.
3. Trigger the Export CSV action.
4. Complete the download through your browser settings.

In the resulting file, labels are positioned in the final columns, where 1 denotes an active tag and 0 signifies its absence.

 

For more information, please click here

How to Export NonMember Profile Variable Data

In June, we noted questions regarding how to export NonMember Data. Please note that you cannot export directly from the Members list. Instead, you must first create a Member Group to isolate the NonMembers, and then perform a profile data export for that specific group.

Below is the step-by-step guide to achieving this:

Step 1: Create a Member Group

1. Open the App Drawer (the grid icon) situated in the upper left corner and select Member Groups.
2. Click + New Member Group.
3. From the "Member Status" dropdown menu, pick NonMember and ensure that you uncheck the default "Active" status.
4. Select Create, name your new group (for instance, "Nonmembers - June 2026"), and click Create once more.

Step 2: Export the Member Group

1. While remaining on the Member Groups page, select the Export button from the top toolbar.
2. Click + New.
3. Choose the nonmember group you just set up from the "Member Group" dropdown option.
4. The interface will show a list of available variables for your file. Use the search function to locate and select the Profile Variables you would like to include.
5. Click Export.

As soon as the export finishes processing, you will receive an alert via the bell icon in the upper right portion of your screen. Click on that notification to download the generated CSV file, which provides a spreadsheet of your NonMember data.

For more information, please click here.

How to Import Members and Profile Variables

To address frequent inquiries received by our Technical Support team during June, this guide explains how to add or update profile variables and import member data for invitations and reminders.

Please follow these step-by-step instructions to perform the import:

1. Navigate to the import area by opening the App Drawer and choosing one of these sections:
   • Members
   • Member Groups
   • Profile Variables
2. Select Import from the available toolbar options.
3. Click Choose File, pick your source CSV file, and press Open.
4. Optional: Activate the Exclude members found in the csv file setting if you want to skip updating active community members. This is helpful if your file contains a mix of new individuals and current members, ensuring existing profile variables and community assignments remain unaltered. (Non-members will be uploaded in either case).
5. Click Upload. A status notification will appear in the top-right notification center.

The system automatically maps data using the MemberId column. If that is missing, it will match based on the Email column.

Important Note: Standard imports will not change existing email addresses to prevent accidental overwrites. If you need to update emails, you must execute a system upload. To review any mismatches, download the generated Errors and Alerts file.

For more information, please click here.