Campaigns

The “Engagement Score” Feature in the Campaigns module of Retention CRM helps Associations, Chambers of Commerce, and Nonprofits gauge an individual’s level of interest and involvement with their organization. You can assign a numerical value (typically 1 being high engagement and 5 being low) to various activities a contact participates in, like attending events, donating, or volunteering. This provides a more nuanced picture of engagement compared to simply tracking participation.

By analyzing Engagement Score scores, member-based organizations can:

• Segment audiences: Identify highly engaged individuals for targeted outreach and solicitations.
• Track engagement trends: Monitor changes in overall engagement over time.
• Develop targeted campaigns: Tailor campaigns based on engagement levels, offering incentives to those less involved.

How to Use “Engagement Score” in Association Management

Let’s look at the provided settings and populate them for a nursing association.

This feature in Retention CRM allows the nursing association to categorize nurses based on their interaction level. They can then use this data to:

• Send targeted communications like invitations to educational conferences for highly engaged nurses.
• Invite medium-engaged nurses to participate in online discussions to boost their involvement.
• Re-engage inactive nurses with informative content or special offers.

Adding ‘New Engagement Score’ for Campaign Status

The “Add Engagement Score” function allows you to create a new scoring system specific to a campaign. For example, a nursing association might create a separate Engagement Score for a campaign promoting a new certification program. Here’s how to fill the options:

• Label: “Certification Program Engagement”
• Value: Leave blank (automatically generated)
• Description: “Tracks engagement specific to the Certification Program campaign”
• Order: Choose an appropriate order based on existing indexes.
• Enabled?: Yes

This creates a separate Engagement Score for the Certification Program campaign, allowing the association to track specific activities related to the program (e.g., downloading program materials, registering for informational sessions) and tailor outreach accordingly.

More Use Cases for Associations, Chambers of Commerce and Nonprofits

Advocacy Campaign for Association

Engagement Score Name: Advocacy Engagement

• Description: Tracks a member’s involvement in advocacy efforts.
  • High Engagement (Index: 1): Attended lobby day, contacted legislators, donated to advocacy funds.
  • Medium Engagement (Index: 2): Signed a petition, shared advocacy materials on social media.
  • Low Engagement (Index: 3): Opened advocacy emails.

Use Case: The dental association can identify their most engaged members on advocacy issues. They can then:

• Invite highly engaged members to join an advocacy committee.
• Send targeted email blasts with calls to action to medium-engaged members.
• Re-engage inactive members with educational content about the importance of advocacy.

Membership Renewal Campaign for Chamber of Commerce

Engagement Score Name: Membership Renewal Engagement

• Description: Tracks a member company’s interaction with renewal communications.
  • High Engagement (Index: 1): Opened renewal email, clicked on renewal link, completed renewal online.
  • Medium Engagement (Index: 2): Opened renewal email, downloaded renewal brochure.
  • Low Engagement (Index: 3): Did not open any renewal communications.

Use Case: The chamber can personalize their renewal outreach based on engagement level:

• Offer exclusive benefits to highly engaged members who renew early.
• Provide additional information and address concerns of medium-engaged members.
• Re-engage inactive members with special renewal offers and highlight the value of membership.

Volunteer Recruitment Campaign for Nonprofit

Engagement Score Name: Volunteer Engagement

• Description: Tracks a supporter’s interest and participation in volunteer opportunities.
  • High Engagement (Index: 1): Attended volunteer information session, signed up for a volunteer project.
  • Medium Engagement (Index: 2): Opened volunteer recruitment emails, browsed volunteer opportunities online.
  • Low Engagement (Index: 3): Donated to the organization but haven’t expressed interest in volunteering.

Use Case: The nonprofit can target their volunteer recruitment efforts:

• Match highly engaged supporters with specific volunteer needs.
• Invite medium-engaged supporters to volunteer information sessions or virtual tours.
• Encourage low-engagement donors to consider volunteering with personalized messages.

The “Campaign Status” feature in the Campaigns module of Retention CRM allows membership organizations to track the lifecycle of their campaigns. It provides a simple way to categorize campaigns based on their progress, from initial planning stages (“Planned”) to completion (“Completed”) or cancellation (“Cancelled”). This helps Associations, Chambers of Commerce, and Nonprofits stay on track, meet deadlines, and reach their goals with accountability and transparency.

• Improve transparency and accountability: Track campaign progress and measure success rates.
• Enhance resource allocation: Prioritize campaigns based on their stage and potential impact.
• Facilitate collaboration: Ensure everyone involved in a campaign is aware of its current status.

New Campaign Statuses for a Nursing Association

Here are some additional Campaign Statuses relevant to a nursing association:

• Concept: A preliminary campaign idea is being brainstormed.
• Development: The campaign is being actively planned and designed.
• Registration Open: Participants can register for an event or program associated with the campaign.
• Course Delivered: The educational component of the campaign has been completed.
• Evaluation: The association is gathering feedback and assessing the campaign’s effectiveness.

Understanding ‘Campaign Status’ Fields

Now, let’s break down the fields and settings in your provided table:

• Label: This is the user-friendly text displayed for each status (e.g., “Planned”).
• Value: An internal code associated with the status.
• Description: Provides more details about the status (optional).
• Order: Determines the order statuses appear in dropdown menus (higher number = lower position).
• Reserved: System-reserved statuses cannot be edited or deleted. (“Yes” means it’s a system setting)
• Enabled? Shows if the status is actively used (toggle “Yes” or “No”).
• Edit/Disable/Delete: Permissions for modifying the status.

How to Use ‘Campaign Status’ Feature in Association Management

Imagine a nursing association running a campaign to promote continuing education courses. They can use the “Registration Open” status when participants can sign up, then switch to “Course Delivered” once the course is complete. This helps track the campaign progress and identify key stages.

Adding a New Campaign Status

‘Add Campaign Status’ allows creating custom statuses for your specific needs. Here’s how the fields work:

• Label: Enter the user-friendly name for your new status (e.g., “Member Recruitment Drive”).
• Value: Assign a unique internal code (e.g., “member_drive”).
• Description: (Optional) Provide a brief explanation of the status.
• Order: Choose the position for the new status in the list.
• Enabled?: Set to “Yes” to make the status usable.

Nursing Association Example (Adding a Status):

The nursing association might want to add a “Needs Approval” status for campaigns requiring leadership sign-off before launch. They would fill in the fields like this:

• Label: Needs Approval
• Value: approval_needed
• Description: Campaign concept needs leadership review and approval.
• Order: (Choose an appropriate position based on their workflow)
• Enabled?: Yes

More Use Cases for Nonprofits, Associations and Chambers of Commerce

Association – Tracking Conference Attendance

• Campaign Statuses
  • Planned: Conference concept is being developed (e.g., speaker selection, venue booking).
  • Development: Registration details are being finalized (e.g., fees, deadlines).
  • Registration Open: Attendees can register for the conference.
  • Promotion Active: Marketing efforts to promote the conference are underway.
  • Conference Held: The conference has taken place.
  • Evaluation: Feedback is being collected and the conference’s success is being measured.
• Use Case Description: An association can use Retention CRM’s Campaign Status to track the progress of their annual conference. This allows them to monitor registration rates, identify areas for improvement in promotion, and measure overall attendee satisfaction.

Chamber of Commerce – Membership Drive

• Campaign Statuses
  • Planned: Membership drive strategy is being formulated (e.g., target audience, incentives).
  • Development: Membership package details and marketing materials are being created.
  • Launch: The membership drive has officially begun.
  • Promotion Active: Outreach efforts to attract new members are underway (e.g., social media campaigns, email blasts).
  • Enrollment Open: Potential members can apply for membership.
  • Evaluation: The membership drive’s effectiveness is being assessed (e.g., number of new members, conversion rates).
• Use Case Description: A chamber of commerce can leverage Retention CRM’s Campaign Status to track their membership drive. This helps them monitor progress, identify gaps in outreach, and measure the success of their recruitment efforts.

Nonprofit – Fundraising Campaign

• Campaign Statuses
  • Concept: Brainstorming fundraising ideas (e.g., galas, donation drives).
  • Development: Fundraising plan is being created (e.g., budget, target goals).
  • Launched: The fundraising campaign has officially started.
  • Promotion Active: Fundraising efforts are underway (e.g., contacting donors, social media appeals).
  • Donations Received: Tracking incoming donations throughout the campaign.
  • Closing Stages: The campaign is nearing its end (e.g., final outreach to potential donors).
  • Evaluation: Campaign results are being analyzed (e.g., total amount raised, donor acquisition).
• Use Case Description: A nonprofit can use Retention CRM’s Campaign Status to manage their fundraising campaign. This provides insights into donor engagement, tracks incoming donations, and helps assess the campaign’s effectiveness in meeting fundraising goals.

The “Campaign Types” feature in the Campaigns module of Retention CRM helps member-based organizations categorize their outreach efforts. It allows you to group activities like events, mailings, and fundraising drives under a specific campaign theme. This provides several benefits for Associations, Chambers of Commerce, and Nonprofits:

• Improved Organization: Categorizing campaigns makes it easier to track progress, measure effectiveness, and manage resources efficiently.
• Targeted Communication: You can tailor communication strategies to each campaign type. For instance, a fundraising campaign might involve targeted emails and phone calls, whereas a public awareness campaign might utilize social media and press releases.
• Enhanced Reporting: By filtering reports by campaign type, you can gain valuable insights into the success of different initiatives. This allows you to identify what works and adapt future campaigns accordingly.

Here are three new Campaign Types an Association can use

1. Member Engagement: This type could group activities aimed at increasing member participation, like online forums, networking events, or volunteer opportunities.
2. Professional Development: This type could track programs or workshops offered to members for continuing education or skill development.
3. Policy Advocacy: This type could manage campaigns focused on influencing legislation relevant to the association’s industry or profession.

How to Use “Campaign Types” Feature in Association Management

The provided table shows the default “Campaign Types” in Retention CRM. Let’s break down the fields and populate them for a Nursing Association example:

• Label: This is the name users see (e.g., “Fundraising”).
• Value: An internal identifier (usually not relevant for users).
• Description: A brief explanation of the campaign type (e.g., “Raising funds to support nursing education”).
• Order: Determines the order campaign types appear in dropdown menus (lower numbers appear first).
• Reserved: Indicates if the type is for Retention CRM core functionality and cannot be edited.
• Enabled?: Controls whether the type is available for users to choose.
• Edit/Disable/Delete: Options for managing the campaign type.

A Nursing Association could utilize the “Public Awareness” type for a campaign promoting public health initiatives. They might edit the “Description” field to specify the campaign’s focus, like “Raising awareness about flu prevention.”

Adding New Campaign Types

The “Add Campaign Type” function allows customization. Here’s a breakdown of the options and how a Nursing Association might fill them for a new campaign type:

• Label: “Mentorship Program” (This is the user-friendly name)
• Value: “mentorship_program” (This is an internal identifier)
• Description: “Connecting experienced nurses with new graduates for professional guidance” (This explains the campaign’s purpose)
• Order: You can choose a preferred order based on your needs.
• Enabled?: “Yes” (This makes the new type available for users)

By creating custom campaign types, associations can effectively manage and track their diverse outreach initiatives within Retention CRM.

More Use Cases for Chambers of Commerce, Associations and Nonprofits

Association – Membership Drive

• Campaign Type: Member Engagement
• Campaign Name: Fall Membership Drive
• Use Case: An association can use the “Member Engagement” campaign type to track activities aimed at increasing member participation during their Fall Membership Drive. This could include online forums promoting the benefits of membership, networking events for prospective members, or volunteer opportunities to incentivize joining. By tracking these activities under the “Fall Membership Drive” campaign, the association can measure the effectiveness of their outreach efforts and identify which strategies are most successful at attracting new members.

Chamber of Commerce – Business Advocacy Campaign

• Campaign Type: Policy Advocacy
• Campaign Name: Save Our Main Street Campaign
• Use Case: A Chamber of Commerce can use the “Policy Advocacy” campaign type to manage a campaign influencing legislation relevant to their members’ businesses. For instance, a “Save Our Main Street Campaign” could target local policymakers to advocate for measures supporting small businesses, such as tax breaks or relaxed zoning regulations. Tracking this campaign in Retention CRM allows the Chamber to monitor progress, measure engagement from members, and gauge the impact of their advocacy efforts.

Nonprofit – Fundraising Campaign

• Campaign Type: Fundraising
• Campaign Name: Literacy for All Campaign
• Use Case: A Nonprofit can use the “Fundraising” campaign type to track donations towards a specific cause. For example, a “Literacy for All Campaign” might involve targeted email appeals, phone calls, and social media fundraising drives. By using Retention CRM’s campaign types, the Nonprofit can track the progress of their fundraising efforts, measure the return on investment for different fundraising channels, and identify which methods are most effective at raising money for their literacy programs.

The ‘Survey Types’ feature in the Campaigns module of Retention CRM allows membership organizations like associations, chambers of commerce, and nonprofits to conduct surveys tailored to their specific needs. These surveys can be used to gather valuable feedback from members, gauge opinions on important issues, and inform decision-making processes.

New Survey Types Associations Can Use

Here are three new survey types an association can create.

1. Member Engagement Survey: This survey can assess members’ level of engagement with the association, their preferred communication channels, and their interest in volunteering or attending events.
2. Professional Development Needs Survey: This survey can help the association identify the continuing education needs of its members and develop relevant training programs.
3. Public Policy Survey: This survey can gather public opinion on issues relevant to the association’s mission and inform its advocacy efforts.

How to Use ‘Survey Types’ in Association Management

Here’s a breakdown of the provided ‘Survey Types’ fields and how a nursing association can utilize them:

Add a New Survey Type

The ‘Add Survey Type’ option allows further customization. Here’s how a nursing association can fill out the additional fields:

Title: “Member Satisfaction Survey”

Description: “This survey helps us understand your experience with our association and identify areas for improvement.”

Order: Assign a preferred order among existing survey types.

Enabled? Yes (to make the survey type available)

By defining these, the nursing association creates a specific survey type for gathering member feedback, making it easier to conduct and track such surveys within Campaigns Module in Retention CRM.

More Use Cases for Associations, Chambers of Commerce and Nonprofits

Association – Member Satisfaction Survey (Phone Survey)

Scenario: A nursing association wants to gather feedback from members who are unable to attend conferences or events.

• Survey Name: “Member Satisfaction Survey (Phone)”
• Survey Type: Phone Survey (30)
• Description: This survey helps us understand your experience with our association and identify areas for improvement. Your feedback is important to us! (5-10 minutes)

Chamber of Commerce – Business Needs Assessment (Canvass Survey)

Scenario: A chamber of commerce wants to assess the needs of local businesses to better advocate for their interests.

• Survey Name: “Business Needs Assessment Survey”
• Survey Type: Canvass (face-to-face interview) (29)
• Description: The [Chamber Name] is committed to supporting your business. This brief survey (5 minutes) will help us understand your current needs and challenges.

Nonprofit – Volunteer Feedback Survey (Online Survey)

Scenario: A nonprofit organization wants to gather feedback from volunteers to improve their volunteer experience.

• Survey Name: “Volunteer Feedback Survey”
• Survey Type: Survey (28) – This pre-existing option likely refers to general online surveys.
• Description: Thank you for volunteering your time with [Nonprofit Name]! This survey (5 minutes) will help us improve your volunteer experience.

The “Engagement Tracking” feature in Campaign management module of Retention CRM is designed to help Associations, Chambers of Commerce or Not-for-profits in tracking engagement or participation of members, donors, volunteers and other stakeholders in events or other online or offline activities.

General Functionality of “Engagement Tracking” Feature

• Track Participation: Mark which members have participated in a specific event, meeting, or activity.
• Targeted Outreach: Identify donors who haven’t participated and reach out to encourage donations or contributions.
• Data Analysis: Analyze participation trends by demographics or other criteria.

Available Fields/Options in ‘Engagement Tracking’ feature

• Survey * (Required): Select the survey you created to collect participation data (e.g., a survey asking if members attended a specific meeting).
• Interviewer: Assign interviewers to track participation (optional for nursing association scenario).
• Contact Name: Search for specific members by name.
• Contact Type(s): Filter by member categories (e.g., registered nurses, student nurses).
• Group(s): Target specific member groups (e.g., a committee or chapter).
• Street Address (various fields): Search by member location (optional, may not be relevant for all events).
• Search Button: Initiates the search based on your chosen criteria.

Using “Engagement Tracking” Feature in Association Management

Let’s say the nursing association is hosting a workshop on a new healthcare policy. They can use “Engagement Tracking” to track member attendance.

1. *Survey : Create a survey asking members if they attended the workshop.
2. Leave Interviewer blank: Assigning interviewers may not be necessary.
3. Contact Type(s): Select “Registered Nurses” (or relevant category).
4. Group(s): If applicable, target specific member groups interested in the policy.
5. Leave address fields blank: Not crucial for tracking workshop attendance.
6. Search: This will display a list of registered nurses (or targeted group) who can be invited to the workshop.

After the Event:

• Use the same search criteria to find members who haven’t responded to the attendance survey.
• Reach out to non-responders with a friendly follow-up email inquiring about their interest and potential reasons for not attending.
• This allows the association to assess the workshop’s success and tailor future events based on member participation data.

Benefits:

• Increased member engagement through targeted outreach.
• Improved understanding of member interests and needs.
• Ability to measure the effectiveness of events and activities.

More Use Cases for Associations

Track attendance at a conference or workshop

Similar to the example in the passage about the nursing association, any association can use “Engagement Tracking” to track attendance at events they host. This can be done by creating a survey to collect attendance data, filtering by member categories (e.g., members of a specific committee), and then following up with those who haven’t responded.

Track volunteer signups for an event

Associations can use “Engagement Tracking” to track which members have volunteered for an event. This can be done by creating a survey asking members if they would like to volunteer, and then filtering by member availability (e.g., evenings or weekends). Once the volunteer signup period is closed, the association can use “Engagement Tracking” to identify any gaps in volunteer coverage and reach out to members who may be interested in volunteering last minute.

Track member participation in online forums or discussion groups

Associations can use “Engagement Tracking” to track which members are participating in online forums or discussion groups. This can be done by creating a survey that asks members if they have participated in the forum in the past month, and then filtering by member interests (e.g., members interested in a specific topic). The association can then use this information to identify members who may be interested in becoming more involved in the online community.

By utilizing “Engagement Tracking” for tracking, a NGO, Chamber of Commerce or Association can foster a more engaged and active community.

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.

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.

The ‘Add New Petition’ feature in Campaign Management module of Retention CRM allows Nonprofits, Chambers of Commerce and Associations to create online petitions to gather support for a cause or issue relevant to their organization.

General Functionality of ‘Add New Petition’ Feature

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

General Options:

• Petition Title:* A clear and concise title that captures the essence of your petition (e.g., “Support Safe Staffing Ratios in Hospitals”).
• Introduction: A detailed explanation of the issue, why it matters, and the desired outcome (e.g., outlining the dangers of nurse understaffing and urging legislators to enact safe staffing laws).
• Campaign: (Optional) Link the petition to a broader campaign for better visibility and organization within Retention CRM.
• Contact Profile:* Select the profile containing information you want to collect from petition signers. This typically includes name, email address, and possibly affiliation (e.g., Registered Nurse). Retention CRM allows for customization of contact profiles.
• Activity Profile: (Optional) Select a profile specific to petitions, which might include additional fields like workplace or area of practice relevant to your advocacy efforts. You can create a new activity profile specific to petitions if one doesn’t already exist (Click here for new profile).
• Thank-you Page Title & Message: Customize the title and message displayed to users after signing the petition. Express gratitude and provide further information or calls to action.
• Bypass email confirmation: Enable this option to allow signers to proceed without confirming their email address. This might be useful if immediate sign-ups are crucial, but be aware of potential for inauthentic submissions.
• Add Social Share Buttons: Include buttons for easy sharing on Twitter, Facebook, and LinkedIn to expand your reach and encourage further petition signatures.
• Active? & Default?: Set the petition to “Active” to make it live for signing. Mark it “Default” if you want this to be the standard petition for your association.

Links to sign this petition: These links will be automatically generated after saving the petition. You can share these links via email, social media, or embed them on your website to collect signatures.

Using ‘Add New Petition’ Feature in Association Management

The Denver Nurses Association (DNA) wants to advocate for mandatory nurse-to-patient ratios in hospitals to ensure patient safety and better working conditions for nurses. They can utilize the ‘Add New Petition’ feature in Retention CRM as follows:

• Petition Title: “Nurses for Safe Patient Care: Support Mandatory Nurse-to-Patient Ratios!”
• Introduction: The introduction would detail the current staffing crisis, its impact on patient care and nurse burnout, and the importance of legislated safe staffing ratios. It would urge users to sign the petition in support of this cause.
• Campaign: (Optional) This could be linked to a broader campaign for better working conditions for nurses.
• Contact Profile: A profile collecting name, email address, and perhaps nurse licensure number (optional) could be used.
• Activity Profile: A new profile specific to petitions might be created to capture additional information like area of practice (e.g., emergency room, pediatrics).
• Thank You Page: The thank-you page could express gratitude for signing and encourage users to share the petition with colleagues and social networks.
• Social Share Buttons: Include buttons for easy sharing on social media platforms.
• Active? & Default? Set the petition to “Active” to collect signatures and potentially “Default” if this is the main petition for the DNA.

More Use Cases for Associations

Advocating for Legislative Change

An environmental association can use the ‘Add New Petition’ feature to:

• Petition for stricter regulations on air or water pollution.
• Gather public support for the conservation of endangered species.
• Urge lawmakers to invest in renewable energy sources.

By collecting signatures and sharing petitions with policymakers, the association can demonstrate the public’s concern and influence legislative decisions.

Promoting Public Awareness

A community association can use the ‘Add New Petition’ feature to:

• Raise awareness about a local issue, such as traffic congestion or park maintenance.
• Educate the public about the importance of supporting local businesses.
• Advocate for improved public transportation options.

By creating informative petitions and sharing them on social media, the association can spark conversations and encourage community engagement on important issues.

Gathering Member Feedback

A professional association can use the ‘Add New Petition’ feature to:

• Collect member input on proposed changes to the organization’s policies or practices.
• Gauge member interest in new educational programs or events.
• Solicit feedback on the association’s website or communication channels.

By utilizing the ‘Add New Petition’ feature effectively, a Chamber of Commerce, Nonprofit or Association can leverage the power of online advocacy to gather public support and put pressure on policymakers to enact safe staffing ratios in hospitals.

The ‘Add New Survey’ feature Campaign Management module of Retention CRM allows Associations, Chambers of Commerce and Nonprofit organizations to create and manage surveys to be distributed to their contacts. It facilitates gathering feedback, opinions, or data from members, donors, volunteers and other stakeholders in a structured manner.

General Functionality of ‘Add New Survey’ Feature

Here’s a breakdown of the options/fields you’ll encounter when creating a Add New Survey:

• Title (Required): This is the name of your survey, which will be displayed to your contacts.
• Campaign: This field allows you to associate the survey with a specific campaign within Retention CRM. This helps categorize your surveys and track results alongside other campaign activities.
• Activity Type (Required): This defines how the survey interactions with contacts will be categorized within Retention CRM. You can choose from existing activity types or create a new custom type specific to surveys.
• Edit Activity Type Options: This button provides access to manage the chosen activity type’s settings, such as duration, visibility, and assignability.
• Instructions for interviewers: This section allows you to provide any specific instructions or guidelines for interviewers who will be conducting the survey (applicable if you plan manual interview-based data collection).
• Maximum reserved at one time: This sets the limit on how many contacts an interviewer can reserve for themselves at a given time. This helps distribute the workload and prevents one interviewer from monopolizing contacts.
• Total reserved per interviewer: This defines the maximum total number of contacts that can be reserved for an interviewer throughout the survey period. This ensures a fair distribution of workload among interviewers.
• Release Frequency: This sets the timeframe for automatically releasing contacts who haven’t been surveyed by their assigned interviewer within a specified number of days. This prevents contacts from being stuck in a reserved state indefinitely. The Retention CRM Respondent Processor script needs to be run periodically for this feature to function.
• Active?: This option enables or disables the survey. Inactive surveys won’t be accessible to contacts.
• Default?: If you have multiple surveys, marking one as the default sets it as the predefined option when creating new activities related to surveys.

Using ‘Add New Survey’ Feature in Association Management

A nursing association wants to gather feedback from its members on their experiences with a new educational program offered. They decide to utilize the ‘Add New Survey’ feature within Retention CRM’s ‘Campaigns’ module to conduct the survey.

Here’s how they might fill out the options/fields:

• Title: Member Feedback on New Educational Program
• Campaign: Educational Program Feedback (2024)
• Activity Type: Member Survey (you can create a new custom activity type here)
• Instructions for interviewers: NA (This is an online survey, interviewers not required)
• Maximum reserved at one time: 10 (Limits the number of members an administrator can assign to one person at a time)
• Total reserved per interviewer: 25 (Sets a reasonable workload limit per member)
• Release Frequency: 7 (Automatically releases unassigned members after 7 days)
• Active?: Yes (The survey is currently ongoing)
• Default?: Yes (Sets this as the default survey type for member surveys)

More Use Cases for Associations

Gathering Member Feedback on Events

Associations frequently host events for their members. Use the “New Survey” feature to create surveys that capture feedback on event logistics, content, and overall satisfaction.

This allows associations to:

• Identify areas for improvement in future events.
• Gauge member interest in specific topics or formats.
• Gain insights into member preferences for future events.

Conducting Membership Satisfaction Surveys

Understanding member satisfaction is crucial for any association. Design surveys using the “New Survey” feature to assess member sentiment towards the association’s services, resources, and overall value proposition.

This helps associations to:

• Identify areas where they are excelling and areas needing improvement.
• Tailor membership benefits and programs to better meet member needs.
• Boost member retention and engagement.

Soliciting Input for Strategic Planning

Associations need to stay relevant and member-centric in a dynamic environment. Leverage the “New Survey” feature to gather member input during strategic planning processes.

This enables associations to:

• Identify member priorities and emerging trends in their field.
• Make data-driven decisions about future programs and initiatives.
• Align their strategic direction with the needs and interests of their members.

By utilizing ‘Add New Survey’ feature, a not-for-profit, chamber of commerce or association can effectively conduct an online member survey, manage workload distribution, and ensure timely feedback collection.

The “Add New Campaign” feature in Campaign Management module of Retention CRM allows Chambers of Commerce, Nonprofits and Associations to create and manage particular efforts, initiatives, or any program towards a particular goal or objective that involves engaging with your members, donors, government agencies, volunteers and other stakeholders.

General Functionality of “Add New Campaign” Feature

Here’s a breakdown of the options/fields you’ll encounter when creating a Add New Campaign:

• Required Fields
  • Title: A concise and descriptive name for your campaign (e.g., “Flu Vaccination Drive”)
  • Type: Select the primary purpose of your campaign. Common options include Fundraising Event, Membership Drive, or Public Awareness. Edit Type Options might provide additional specific choices.
  • Start Date: The date your campaign officially begins.
• Optional Fields
  • Description: Provide a detailed explanation of your campaign’s goals, activities, and target audience.
  • Include Group(s): Select specific member groups within your nursing association to target with this campaign (e.g., Registered Nurses, Nurse Aides).
  • End Date: Set an end date for your campaign, although it’s not mandatory.
  • Status: Choose the current state of your campaign (e.g., Planning, In Progress, Completed). Edit Status Options might offer additional statuses.
  • Campaign Goals: Outline the specific objectives you hope to achieve through this campaign (e.g., Increase flu vaccination rates by 20%).
  • Revenue Goal: Set a target amount of income you aim to raise through this campaign (applicable for fundraising campaigns).
  • External ID: Assign a unique identifier used by another system to track this campaign (optional).
  • Is Active? Check this box to keep the campaign record active in Retention CRM.

Using “Add New Campaign” Feature in Association Management

Let’s consider a scenario where a nursing association wants to increase awareness about the importance of mental health among nurses:

• Title: Mental Health Matters for Nurses Campaign
• Type: Public Awareness
• Description: This campaign aims to educate nurses about mental health challenges they might face and available resources for support.
• Include Group(s): Registered Nurses, Licensed Practical Nurses
• Start Date: 2024-07-01 (National Nurse’s Week)
• End Date: 2024-07-31
• Status: Planning
• Campaign Goals:
  • Increase website traffic to the mental health resources page by 30%.
  • Generate 100 sign-ups for a free online mental health webinar.
• Revenue Goal: N/A (not a fundraising campaign)
• External ID: MHMN2024 (internal tracking code)
• Is Active? Checked (campaign is currently being planned)

More Use Cases for Associations

Membership Drive

Increase membership through targeted outreach:

• Create a campaign titled “Join Our Community!” with the “Membership Drive” type.
• Utilize the “Include Group(s)” field to target lapsed members or specific professions within the association.
• Craft an enticing campaign description highlighting membership benefits.
• Track progress towards a goal of acquiring a certain number of new members.

Advocacy Campaign

Mobilize members for a legislative cause:

• Design a campaign named “Support Bill XYZ” with the type set to “Advocacy Initiatives.”
• Include relevant member groups who might be impacted by the legislation.
• Provide clear calls to action within the campaign description, such as contacting representatives or attending a rally.
• Monitor member participation and gauge the campaign’s effectiveness.

Volunteer Recruitment

Streamline volunteer sign-ups for association events:

• Develop a campaign titled “Volunteer for [Event Name]” with a custom type like “Volunteer Drive.”
• Target specific member groups with the necessary skillsets for the event.
• Set a clear deadline for volunteer applications within the “End Date” field.
• Track the number of volunteers recruited and manage their assignments through Retention CRM.

By utilizing the ‘Add New Campaign’ feature, a nonprofit, chamber of commerce or association can effectively manage its campaigns for a particular goal or objective within Retention CRM and track progress towards goals and measure the success of its efforts.