Find Survey Respondents

The “Find Survey Respondents” feature in Campaign Management module of Retention CRM allows Associations, Chambers of Commerce and Nonprofits to identify and designate a pool of potential participants or respondents for a survey who can be contacted if the primary pool of respondents is exhausted. This ensures the survey campaign has enough participants to reach its goals.

General Functionality of “Find Survey Respondents” Feature

Explanation of available options/fields:

• Find Respondents To Reserve: This section allows you to define the criteria for searching potential respondents.
• Edit Search Criteria: Here you can refine your search using various filters.
  • Survey: Select the specific survey you’re conducting for which you need respondents.
  • Interviewer: If interviewers are assigned to surveys, you can filter for respondents who prefer a particular interviewer.
  • Contact Name: Search for respondents by name.
  • Contact Type(s): Specify the type of contacts you’re looking for (e.g., registered nurses, licensed practical nurses).
  • Group(s): If your system uses groups to categorize contacts, you can filter based on relevant groups (e.g., oncology nurses, pediatric nurses).
  • Street Address/Number/Unit/City/Postal Code: This allows for geographical targeting. You might use this to target nurses in a specific area if the survey is about local healthcare initiatives.

Using “Find Survey Respondents” Feature in Association Management

Let’s say the Austin Nurses Association is conducting a nationwide survey to understand nurses’ experiences with burnout during the pandemic. Here’s how they might use “Find Survey Respondents”:

1. Find Respondents To Reserve: Select the “Nurses Burnout Survey” from the Survey dropdown.
2. Edit Search Criteria:
   • Leave Interviewer blank (not applicable in this scenario).
   • Contact Type(s): Choose “Registered Nurses” and “Licensed Practical Nurses”.
   • Group(s): Since the survey is nationwide, leave this blank unless they have regional groups and want to target specific areas.
   • Leave Street Address fields blank for a nationwide survey.

More Use Cases for Associations

Following Up with Event Registrants

Scenario: An environmental organization is hosting a webinar on sustainable gardening practices. They anticipate high registration, but some registrants may not attend due to unforeseen circumstances.

• Use Case:
  • Use “Find Survey Respondents” to identify a pool of additional contacts interested in sustainability.
  • Filter by “Group(s)” to target members interested in gardening or environmental issues.
  • If the webinar platform allows for recordings, reserved contacts can be notified of the recording availability if they miss the live session.

Enhancing Phone Banking Efforts

Scenario: A political advocacy group is launching a phone banking campaign to urge constituents to contact their representatives on a specific issue.

• Use Case:
  • Utilize “Find Survey Respondents” to create a backup list of supporters.
  • Filter by “Contact Type(s)” to target individuals with a history of advocacy or volunteering.
  • Consider “Street Address/Number/Unit/City/Postal Code” to target geographically relevant contacts for local issues.
  • This ensures volunteers always have reachable contacts when primary options are unavailable.

Ramping Up Focus Group Participation

Scenario: A community arts center is conducting focus groups to gather feedback on upcoming programming. They want to ensure a diverse range of perspectives.

• Use Case:
  • Employ “Find Survey Respondents” to build a supplementary pool of potential participants.
  • Utilize “Contact Type(s)” and “Group(s)” filters to target individuals from various artistic disciplines and demographics.
  • “Edit Search Criteria” allows for additional filtering based on age, artistic experience, or preferred program types.
  • This helps the arts center fill focus groups even if some initially selected participants cannot attend.

By utilizing “Find Survey Respondents,” A Not-for-profit, Chamber of Commerce or Association can ensure it has enough respondents to participate in the survey, even if some initially selected respondents are unavailable or unable to complete it.