Activity Summary

The ‘Activity Summary’ report in reports module of Retention CRM provides Associations, Chambers of Commerce and Nonprofit organizations with a breakdown of activity statistics of their contacts categorized by type and date range. This report is useful for gaining insights into interactions you’ve had with your contacts.

General Functionality of ‘Activity Summary’ report

• Contact Name: Displays the full name of the contact person.
• Contact ID: A unique identifier assigned to each contact within Retention CRM.
• Email: Primary email address of the contact person.
• Phone: Primary phone number of the contact person.
• Activity Type: Shows the specific type of activity performed (e.g., Meeting, Phone Call, Email).
• Activity Status: Indicates the current status of the activity (e.g., Completed, Scheduled, Cancelled).
• Duration: Total length of time spent on the activity (may not be available for all activity types).
• Priority: The designated priority level assigned to the activity (e.g., High, Medium, Low).
• Total Activities: Represents the total number of activities performed for each contact within the specified date range.

Using ‘Activity Summary’ report in Association Management

A nursing association can leverage the ‘Activity Summary’ report to gain valuable insights into member interactions and engagement. Here’s a breakdown of the report fields within the context of a nursing association:

• Contact Name: Registered nurse or member name within the association.
• Contact ID: Unique identifier assigned to each member within the Retention CRM system.
• Email: Primary email address of the member.
• Phone: Primary phone number of the member.
• Activity Type: Shows the specific interaction type with members (e.g., Webinar attendance, Meeting participation, Phone consultation regarding membership benefits).
• Activity Status: Tracks the current status of member interactions (e.g., Completed – Webinar attended, Scheduled – Upcoming consultation call).
• Duration: May reflect the length of a webinar, consultation call, or meeting.
• Priority: Can be used to categorize the importance of interactions (e.g., High – Urgent membership enquiries, Medium – Event registrations).
• Total Activities: Represents the total number of interactions a member has had with the association within the specified date range. This provides a valuable metric for member engagement.

Scenario: Utilizing the Activity Summary Report

Let’s consider a scenario where the nursing association wants to assess member engagement with educational webinars. They can utilize the ‘Activity Summary’ report with the following filters:

• Activity Type: Filtered to show only “Webinar” activity type.
• Date Range: Set to cover the recent webinar held.

This report will display a list of members who registered for the webinar, their contact information, whether they attended (Completed activity status), and the duration of their attendance (if recorded). The nursing association can then use this data to:

• Identify members who actively participate in educational offerings.
• Engage with members who registered but did not attend to understand any challenges.
• Segment member communication based on their webinar attendance and interests.

More Use Cases for Associations, Chambers of Commerce and Nonprofits

Association – Identifying Potential Sponsors for Upcoming Events

• Association: Professional Photographers Association (PPA)
• Goal: Identify members who have consistently participated in educational workshops and conferences in the past year to target for sponsorships for the upcoming annual photography conference.
• Filters:
  • Activity Type: Filter to show only “Workshop” and “Conference” activity types.
  • Date Range: Set to cover the past year.
  • Total Activities: Sort by high to low (members with the most activity participation are likely the most engaged).
• Analysis: The PPA can use this report to identify members who are highly engaged with educational events. These members are more likely to be interested in sponsoring the upcoming conference, potentially reaching a wider audience of potential new members.

Chamber of Commerce – Evaluating the Effectiveness of Networking Events

• Chamber of Commerce: Preston Chamber of Commerce
• Goal: Assess member participation and engagement at recent networking events to improve future events.
• Filters:
  • Activity Type: Filter to show only “Networking Event” activity type.
  • Date Range: Set to cover the timeframe of recent networking events.
  • Activity Status: Segment by “Completed” and “Scheduled” to see which members attended and who opted out.
  • Duration: Analyze for completed events to see if there were any trends in attendance duration (shorter duration could indicate a lack of engagement).
• Analysis: Preston Chamber of Commerce can use this report to see which members attended the networking events and for how long. They can then reach out to members who did not attend to understand why and use this feedback to improve future events. For members who attended but left early, the Chamber can reach out to see if there were any aspects of the event that caused them to leave prematurely.

Nonprofit – Tracking Volunteer Activity and Engagement

• Nonprofit: Habitat for Humanity Chapter
• Goal: Track volunteer activity hours and identify highly engaged volunteers for recognition and potential leadership opportunities.
• Filters:
  • Activity Type: Filter to show only “Volunteer Activity” activity type.
  • Date Range: Set to cover a desired timeframe (e.g., past quarter).
  • Duration: Sort by high to low to identify volunteers who have contributed the most hours.
• Analysis: Habitat for Humanity can use this report to identify their most active volunteers. They can then acknowledge and thank these volunteers for their dedication. Additionally, they can reach out to these high-hour volunteers to see if they are interested in taking on leadership roles within the organization.

By analyzing the ‘Activity Summary’ report, an Association, Chamber of Commerce and Nonprofit can gain valuable insights into their stakeholders’ engagement (members, donors, volunteers etc.) and tailor their outreach efforts to better serve their needs.