Current Employers

The ‘Current Employers’ report in Reports module of Retention CRM provides Chambers of Commerce, Nonprofits and Associations with a way to generate a list of contacts currently employed by a specific organization. This report is helpful for various purposes, including:

• Targeted communication: Reach out to members currently employed at specific healthcare institutions.
• Job fair marketing: Identify potential attendees for a nursing career fair based on their current employers.
• Renewal campaign targeting: Segment your renewal campaign by employer to tailor messaging or offers.

General Functionality of ‘Current Employers’ report

Here’s a breakdown of the available options and fields in the report:

General Fields:

• Employer Name: Name of the current employer organization.
• Employee Name: Name of the contact person within the organization.
• Job Title: Job title of the employee at the organization
• Email: Email address of the employee
• Employee Since: Date the employee began working at the organization

Using ‘Current Employers’ Report in Association Management

• Employer Name: This field becomes particularly relevant for a nursing association, allowing you to target communication to members working at specific hospitals, clinics, or healthcare facilities.
• Employee Since: This can help identify new nurses who recently started working in the field.

Additional Filters:

• From/To: Filter the results based on a date range for ‘Employee Since’.
• Tag: Filter contacts by tags assigned in Retention CRM (e.g., “Registered Nurse”).
• Group: Filter contacts belonging to specific groups within Retention CRM (e.g., “Nurses in Frankfurt”).
• Employee Name: Filter by the name of the employed contact person.
• Contact Source: Filter by how the contact information was acquired (e.g., membership form).
• Gender: Filter by gender
• Birth Date: Filter by birth date
• Contact Type: Filter by contact type (e.g., Individual).
• Contact Created: Filter by the date the contact was created in Retention CRM.
• Contact Modified: Filter by the date the contact information was last modified.
• Deceased: Filter to include or exclude deceased contacts.
• Do not email/phone/mail/SMS/Trade/Bulk Email: Filter out contacts with specific communication preferences.
• Preferred Language: Filter by preferred language for communication.
• Country/State/Province: Filter by geographic location.

Scenario: Targeting New Nurse Graduates

A nursing association can leverage the ‘Current Employers’ report to target recent nursing graduates. Here’s how:

1. Filter by Employer Name: Identify hospitals or clinics known to hire a significant number of new graduates.
2. Filter by Employee Since: Use the “From/To” option to target a timeframe corresponding to the typical graduation period (e.g., past 3-6 months).
3. Utilize Additional Filters: Consider using the “Tag” filter if you have a tag assigned to new graduates during membership signup.

More Use Cases for Associations, Chambers of Commerce and Nonprofits

Association of Architects Targeting Mentorship Program

• Use Case: The American Institute of Architects (AIA) wants to connect experienced member architects with aspiring ones for a mentorship program.
• Current Employers Report: AIA can leverage the report to:
  • Filter by Employer Name: Identify architecture firms known for hiring recent graduates or having internship programs.
  • Filter by Job Title: Focus on entry-level titles like “Architectural Intern” or “Junior Architect”.
  • Additional Filters (Optional): Consider using the “Tag” filter if they have a tag for aspiring architects or “Employee Since” to target those who recently entered the field (past 2 years).
• Benefit: This report helps AIA create a targeted pool of potential mentees and mentors, fostering valuable connections within the association.

Chamber of Commerce Targeting Networking Event

• Use Case: The Silicon Valley Chamber of Commerce wants to host a networking event for professionals in the tech industry.
• Current Employers Report: The Chamber can utilize the report to:
  • Filter by Industry: Leverage custom fields in Retention CRM to categorize employer industries (e.g., “Technology”).
  • Job Title Filter: Target specific job titles relevant to the event theme (e.g., “Software Engineer,” “Product Manager”).
  • Additional Filters (Optional): Consider filtering by “Contact Created” to target new members who might benefit from networking opportunities.
• Benefit: This report allows the Chamber to identify potential attendees highly interested in the event’s topic, leading to a more engaged and valuable networking experience.

Non-Profit Environmental Organization Targeting Advocacy Campaign

• Use Case: Green Earth, a non-profit, wants to launch an advocacy campaign urging local businesses to adopt sustainable practices.
• Current Employers Report: Green Earth can leverage the report to:
  • Filter by Industry: Identify businesses in polluting industries (e.g., manufacturing, waste management).
  • Additional Filters (Optional): Consider filtering by “Contact Source” to target businesses that haven’t previously engaged with Green Earth, offering an opportunity to build new relationships.
• Benefit: This report helps Green Earth create a targeted list of businesses to reach out to for their campaign, increasing the potential for impactful advocacy efforts.

This report helps generate a list of potentially new nurses who might be interested in the association’s resources, professional development opportunities, or networking events.

By using these filters and options in conjunction, a nursing association can gain valuable insights into their member base and tailor communication and outreach efforts more effectively.