Activity Types

The “Activity Types” feature in the ‘Settings’ area of Retention CRM allows Chambers of Commerce, Nonprofits and Associations to manage the different ways they interact with their contacts.

General Functionality of “Activity Types” feature

It displays a list of existing activity types, each with details like its purpose (Description), sorting order (Order), and visibility (Enabled?). You can also add new activity types specific to your organization’s needs.

Using “Activity Types” feature in Association Management

For a nursing association, this section becomes even more valuable. Let’s say you track interactions with members like phone consultations, educational seminars, or even mentoring sessions. Here’s how “Activity Types” helps:

• Components: Since these activities primarily involve contacts (members), you’d likely choose “Contacts” as the component.
• Adding Activity Types: You can define new activity types relevant to your association. For instance, “Phone Consultation” (Label), with a brief description outlining the purpose and any specific details captured during the call. Similarly, you could create entries for “Educational Seminar” and “Mentoring Session”.
• Description: Use the description field to provide users with context. For “Phone Consultation,” you might explain it’s for addressing member queries or concerns.
• Order: You can prioritize activity types by assigning them an order number. Urgent interactions like consultations might be ranked higher than seminars.
• Enabled?: This allows you to temporarily disable activity types you’re not currently using, keeping the interface clean.

By customizing activity types, Associations, Chambers of Commerce and Nonprofits gain a clear system for recording and managing member and other stakeholder interactions, facilitating better communication and service delivery.

More Use Cases for Associations, Chambers of Commerce and Nonprofits

Tracking Member Interactions for a Nursing Association

• Component: Contacts
• Activity Types:
  • Phone Consultation (for addressing member queries or concerns)
  • Educational Seminar
  • Mentoring Session
• Description: The description field can be used to provide details about each activity type, such as the purpose of the consultation, topics covered in seminars, or goals of mentoring sessions.
• Order: Phone consultations might be ranked higher than seminars due to their urgent nature.
• Enabled?: Less frequently used activity types, like mentoring sessions, can be disabled to keep the interface clutter-free.

This allows the nursing association to record and manage interactions with members effectively, facilitating better communication and service delivery.

Monitoring Advocacy Efforts for a Chamber of Commerce

• Component: Contacts (Businesses/Government Officials)
• Activity Types:
  • Lobbying Meeting (with description of advocacy issue)
  • Phone Call (regarding specific legislation)
  • Letter Sent (in support of/against a bill)
• Description: The description field can be used to capture details about the lobbying effort, such as the specific legislation discussed or the position advocated for.
• Order: Lobbying meetings might be ranked higher than phone calls or letters due to their direct nature.
• Enabled?: Less relevant activity types, like phone calls, can be disabled if lobbying meetings are the primary focus currently.

This allows the chamber of commerce to track their advocacy efforts effectively, measure their impact, and strategize for future initiatives.

Managing Volunteer Activities for a Non-Profit

• Component: Contacts (Volunteers)
• Activity Types:
  • Food Pantry Distribution
  • Donation Drive
  • Fundraising Event
• Description: The description field can be used to outline the volunteer activities, such as the roles volunteers played in food distribution or donation drives.
• Order: Urgent activities like food distribution might be ranked higher than fundraising events.
• Enabled?: Activity types for events that are not currently happening, like donation drives, can be disabled for a cleaner interface.

This allows the non-profit to manage volunteer activities efficiently, recognize volunteer contributions, and improve volunteer engagement.