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If you don’t already have a contact database containing the details of the company’s employees then you must create one. The contact database will contain the list of employees, with demographic data and where in the organization’s hierarchy they belong. The variables used in the database will depend on the information the company has in their system on their employees, however in general, proceed as follows:
There are several methods of creating a new contact database:
You can build a contact database from the background variables in your library survey. Refer to the SmartHub documentation for further information.
Open the hub you created for your program. (How to Create a New Hub)
Go to the SmartHub menu bar and click Contacts > Based on a survey.
Then you can select the library survey you created (The Pulse Library Survey), and build the contact database by picking all of the background variables from the libary survey. One of the background variables should be the contactid of the contact, used to identify the contact. This could for example be an employee id or email address.
You can build the contact database from scratch in Professional Authoring. Refer to the Authoring documentation for further information.
In the Quick Access menu on the left side of the page click Contact Databases to open the Contact Database List.
Click the New Contact Database button in the upper-right corner of the page.
Name the database to reflect the program you are working on.
Select the hub you created for the project (How to Create a New Hub).
Create your database schema (fields and types) according to the requirements of your background variables. One of the background variables should be a hierarchy question referencing the hierarchy you created for the project (How to Create a Hierarchy).
Click Database generation to launch your contact database.