Conduct Survey

The “Conduct Survey” feature in Campaign management module of Retention CRM allows Associations, Chambers of Commerce and Nonprofit organizations to send and manage surveys to a targeted group of participants in their Retention CRM contacts database.

General Functionality of “Conduct Survey” Feature

Here’s a breakdown of all the available fields/options in this feature:

• Reserve Respondents: This section is used to set up a pool of potential participants for the survey. You can define criteria to filter your contacts and create a designated respondent list.
  • Edit Search Criteria: This allows you to refine the selection of contacts who will be eligible to participate in the survey. You can filter by various factors like:
    • Survey: Select the specific survey you want to distribute.
    • Interviewer: Assign an interviewer (if applicable) for the survey.
    • Contact Name: Search for contacts by name.
    • Contact Type(s): Specify the type(s) of contacts you want to targeting (e.g., registered nurses, nurse practitioners).
    • Group(s): Limit the selection to specific groups within your nursing association (e.g., oncology nurses, pediatric nurses).
    • Address Fields: Define geographic filters based on contact addresses (e.g., city, postal code) if location is relevant to the survey.
• Interview Respondents: This section likely deals with managing the actual survey administration and responses.
  • Columns: These display details about the selected respondents, such as name, contact information, and potentially additional columns for notes or survey results.
  • Order: You can probably sort the list of respondents based on specific criteria for better organization.
  • Show Entries: This allow you to control how many respondents are displayed per page.
  • Actions: Here, you find options to:
    • Record Responses for All: This could be a way to mark all selected respondents as having completed the survey.
    • Record Response: This is used to record the response for an individual respondent.
    • Release: This could be an option to remove a respondent from the reserved list or mark them as ineligible.

Using “Conduct Survey” Feature in Association Management

Let’s consider a scenario where the Chicago Nurses Association (CNA) wants to conduct a survey to assess nurses’ experiences with mental health resources in their workplaces. Here’s how they could utilize the “Conduct Survey” feature:

1. Reserve Respondents:
   • Survey: Select the “Mental Health Resource Survey” created in Retention CRM.
   • Contact Type(s): Choose “Registered Nurses” and “Licensed Practical Nurses”.
   • Group(s): (Optional) If CNA has specific member groups based on practice areas, they can target relevant groups (e.g., mental health nurses).
2. Interview Respondents:
   • After filtering the contacts, CNA can review the list and ensure they have up-to-date contact information.
   • CNA can choose to record responses electronically through Retention CRM or distribute the survey link to the reserved respondents.
   • Once responses are collected, CNA can analyze the data to understand nurses’ needs and make informed decisions about advocating for better mental health resources in healthcare workplaces.

Additional Considerations

• It’s important to ensure you have proper consent from contacts before adding them to the survey list.
• Consider offering multiple survey completion methods (online, paper) to improve participation.
• Pilot test the survey with a small group before full launch.

More Use Cases for Associations

Membership Satisfaction Survey

• An association can use the Conduct Survey feature to gather feedback from its members about their satisfaction with the organization’s services and offerings.
• They can target specific member types or groups for the survey and ask questions about membership benefits, communication preferences, and event experiences. By analyzing the survey data, the association can identify areas for improvement and tailor their services to better meet the needs of their members.

Event Planning Survey

• An association can use the Conduct Survey feature to get input from its members on potential topics and formats for future events.
• They can target members who have attended past events or who have expressed interest in a particular subject area. The survey can ask questions about preferred event dates, times, locations, and speaker topics. By collecting this feedback, the association can plan events that are more likely to appeal to their members and increase attendance.

Volunteer Recruitment Survey

• An association can use the Conduct Survey feature to identify members who are interested in volunteering their time and skills.
• They can target members with specific skill sets or experience levels that are relevant to current volunteer opportunities. The survey can ask questions about availability, interests, and preferred volunteer activities. By collecting this information, the association can more effectively recruit volunteers and match them with appropriate volunteer roles.

By effectively utilizing the “Conduct Survey” feature, a Chamber of Commerce, Association or NGO can gather valuable feedback from its members, donors and other stakeholders, and ask for constructive feedback to recognize its strengths, weaknesses, and opportunities to improve.