Activity Details

The ‘Activity Details’ report in Reports module of Retention CRM provides Associations, Chambers of Commerce and Nonprofit organizations with a comprehensive overview of interaction details between your organization and its contacts.

General Functionality of ‘Activity Details’ Report

General Fields:

• Assignee Name: The staff member assigned to the activity
• Target Name: The contact’s name
• Subject: A brief description of the activity
• Activity Status: The current stage of the activity

Nursing Association Context:

• Assignee Name: This could be a nurse educator, membership coordinator, or any staff member involved in the activity.
• Target Name: This would be a member nurse, potential member, or other relevant contact.
• Subject: Examples include “Educational Workshop on Dementia Care,” “Meeting with New Member,” or “Phone Call Regarding License Renewal.”
• Activity Status: Track the progress of interactions, such as “Completed Webinar,” “Meeting Scheduled,” or “Email Sent.”

Additional Filters:

• Source Name: Where the activity originated (e.g., online registration, phone call).
• Activity Date: Date the activity occurred or is scheduled.
• Activity Type: The category of the activity (e.g., meeting, webinar, phone call).
• Location: Physical location or online platform (e.g., “Webinar Room,” “Hospital Auditorium”).
• Activity Details: More extensive description of the activity.
• Activity Priority: Importance level of the activity (e.g., “High – License Renewal Reminder”).
• Include Case Activities: Include interactions related to member support cases.
• Survey Result: If applicable, capture survey responses from the activity.
• Campaign: Track activities associated with specific campaigns (e.g., “Membership Drive”).
• Engagement Index: Measure a contact’s level of interaction with the association.
• Address Information: Search by contact location for geographically targeted reporting.
• Group: Filter by member groups (e.g., “Oncology Nurses”).

Using ‘Activity Details’ Report in Association Management

The nursing association is planning a series of educational webinars on mental health for its members. The ‘Activity Details’ report can be used effectively to:

• Track Registrations: See how many nurses have registered for each webinar by filtering by “Activity Type” (Webinar) and “Subject” (Mental Health Webinar).
• Monitor Engagement: Use “Engagement Index” to identify nurses who haven’t participated in recent activities and target them with personalized outreach.
• Evaluate Effectiveness: After the webinars, assess completion rates (“Activity Status”) and gather feedback through “Survey Result” to gauge the program’s success.
• Identify Trends: Analyze “Location” data to see if there’s a demand for in-person workshops in specific areas.
• Measure Staff Workload: Use “Assignee Name” to monitor the activity load of nurse educators and ensure balanced distribution.

More Use Cases for Associations, Chambers of Commerce and Nonprofits

Association Manages Volunteer Recruitment for Animal Shelter

• Association: Animal Welfare Association
• Goal: Identify potential volunteers with relevant skills and track their recruitment process.
• Use Case: The association uses the “Activity Details” report with these filters:

• Activity Type: Meeting (for initial interviews) or Phone Call (for follow-up conversations).
• Subject: Volunteer Recruitment or related keywords.
• Activity Details: Capture notes on volunteer skills and experience.
• Additional Filters: “Source Name” can be used to see if volunteers came from a specific outreach event or referral program.
• Benefit: The report allows the association to track volunteer interactions, assess their suitability, and personalize communication based on their skills and interests.

Chamber Tracks Business Member Engagement

• Chamber: City Chamber of Commerce
• Goal: Measure member participation in networking events and identify areas for improvement.
• Use Case: The chamber leverages the report with these filters:

• Activity Type: Event (for networking events).
• Target Name: Business name or contact person.
• “Include Case Activities”: Checked to capture support interactions with businesses.
• Additional Filters: “Campaign” can be used to track specific networking initiatives.
• Benefit: The report helps the chamber identify businesses that haven’t been actively engaged, allowing them to reach out with targeted communication or personalized support based on past interactions (“Case Activities”).

Nonprofit Monitors Grant Program Applications

• Nonprofit: Environmental Education Organization
• Goal: Track the application process for environmental grant programs and assess the quality of proposals.
• Use Case: The nonprofit utilizes the report with these filters:

• Activity Type: Meeting (for application consultations) or Email (for application submissions).
• Subject: Grant program name or keywords.
• Activity Details: Capture notes on application strengths and weaknesses from consultations.
• Additional Filters: “Engagement Index” can be used to see if applicants have participated in past events or programs.
• Benefit: The report allows the nonprofit to streamline the grant application process by identifying promising applicants early on and using “Activity Details” to provide targeted feedback during consultations. Additionally, “Engagement Index” helps assess an applicant’s overall interest and commitment to the organization’s mission.

By leveraging these filters and fields, the nursing association can gain valuable insights into member engagement and optimize their activities for better outreach and service.