Campaign Reports

The ‘Survey Details’ report in Reports module of Retention CRM provides Associations, Chambers of Commerce and Nonprofit organizations with a comprehensive breakdown of survey responses, useful for canvassing, phone banking, walk lists, or other surveys. It offers details on individual respondents and their answers.

General Functionality of ‘Survey Details’ report

Available Fields:

• Respondent Name: Identifies the person who took the survey.
• Survey Result: Shows the answer(s) provided by the respondent for each question.

Using ‘Survey Details’ report in Association Management

In the Context of a Nursing Association:

• Respondent Name: This would be the name of the nurse who participated in the survey.
• Survey Result: Here, it would detail the nurse’s responses to questions regarding their work experience, continuing education needs, or opinions on association initiatives.

Available Filters:

• Interviewer Name: (Applicable if interviews were conducted) Filters by the person who conducted the survey.
• Respondent Name: Filters by the nurse who participated.
• Address Fields (Street Number, Name, Address, City, Postal Code, etc.): Narrows down responses based on the nurse’s location.
• State/Province: Filters by the nurse’s province/state.
• Country: Filters by the nurse’s country.
• Survey: Selects results from a specific survey conducted by the association.
• Respondent Status: Filters by the nurse’s RSVP status for an event or program (e.g., Reserved).
• Survey Result: Filters responses based on answer choices.
• Date: Filters responses by the date the survey was taken.

Scenario:

A nursing association conducts a survey to assess its members’ continuing education (CE) needs. The ‘Survey Details’ report helps analyze the data. By filtering by “Survey” (CE Survey) and reviewing “Survey Result” details, the association can identify which CE topics nurses are most interested in. Using “Respondent Name” and address filters, they can target outreach to specific nurses who haven’t participated in recent CE programs. This report helps the association tailor its CE offerings to better serve its members’ needs.

More Use Cases for Associations, Chambers of Commerce and Nonprofits

Association – Identify Continuing Education Needs

A nursing association, like the one described in the scenario, can use the ‘Survey Details’ report to assess its members’ continuing education (CE) needs. By filtering by “Survey” (CE Survey) and reviewing “Survey Result” details, the association can identify which CE topics nurses are most interested in. This information can be used to tailor the association’s CE offerings to better serve its members’ needs.

2. Chamber of Commerce – Gauge Business Needs

A chamber of commerce can use the ‘Survey Details’ report to gauge the needs of its member businesses. For example, the chamber could conduct a survey to ask businesses about their top challenges, their interest in specific programs or services, or their opinions on local government policies. By filtering by “Survey” (Member Needs Survey) and reviewing “Survey Result” details, the chamber can identify the most pressing issues for its members. This information can be used to advocate for the needs of businesses to local policymakers, develop targeted programs and services, or provide educational resources.

3. Nonprofit – Measure Program Effectiveness

A nonprofit organization can use the ‘Survey Details’ report to measure the effectiveness of its programs. For example, a nonprofit that provides after-school tutoring programs could survey students and parents after the program ends. By filtering by “Survey” (Tutoring Program Survey) and reviewing “Survey Result” details, the nonprofit can assess whether students’ grades improved, whether parents were satisfied with the program, and whether students felt they received the help they needed. This information can be used to improve the program for future participants.

The ‘New Event Attendee Survey’ report in Reports module of Retention CRM helps membership organizations such as Associations, Chambers of Commerce and Nonprofits in gathering feedback from individuals who attended an event.

General Functionality of ‘New Event Attendee Survey’ report

Fields:

• Respondent Name: This displays the name of the person who completed the survey.
• Phone: Captures the phone number provided in the survey.
• Email: Lists the email address used for the survey.
• Survey Responses: Shows individual answers to each question in the survey.

Filters:

• Interviewer Name: (Not applicable to this specific report)
• Respondent Name: Allows filtering by attendee name.
• Street Number/Name/Address: Filters by the attendee’s address details.
• City: Narrows down responses based on the city where attendees reside.
• Postal Code/Suffix: Filters by attendees’ postal codes.
• County: Selects responses based on the county.
• State/Province: Filters by attendees’ state or province.
• Country: Selects responses based on the country.
• Survey: This is pre-populated as “New Event Attendee Survey” for this report.
• Respondent Status: Filters responses based on the attendee’s status (e.g., completed, partially completed).
• Survey Result: Filters by the attendee’s overall survey score or answer choice.
• Date: Filters responses by the date the survey was completed.

Using ‘New Event Attendee Survey’ report in Association Management

Let’s say the Miami Nurses Association (MNA) held a conference on best practices in diabetes care. After the event, they used the ‘New Event Attendee Survey’ report to:

• Identify which attendees found the sessions informative: By filtering the report by “Survey Result” (positive answers), the MNA can see which attendees benefited most from the conference.
• Follow up with attendees who had suggestions for improvement: Using the “Survey Responses” field, the MNA can see if any attendees provided suggestions and use the “Email” field to reach out for further feedback.
• Analyze responses by region: Applying filters by “City” or “State/Province” allows the MNA to see if feedback differed based on location. This can help tailor future conferences to better suit regional needs.

In conclusion, the ‘New Event Attendee Survey’ report provides valuable feedback for organizations to assess the effectiveness of their events and improve future offerings.

More Use Cases for Associations, Chambers of Commerce and Nonprofits

Association Use Case: Identify Continuing Education Needs

A professional association, like the American Bar Association (ABA), can use the ‘New Event Attendee Survey’ report to identify continuing education needs for its members. By filtering the report by “Survey Responses” (questions related to specific topics), the ABA can see which topics attendees found most valuable and which areas they requested more training on. This information can be used to develop targeted continuing education programs that meet the needs of their members.

Chamber of Commerce Use Case: Measure Member Satisfaction with Events

A chamber of commerce can use the ‘New Event Attendee Survey’ report to measure member satisfaction with events. By filtering the report by “Survey Result” (positive vs negative answers), the chamber can see how members rated the overall value of the event. They can also use the “Survey Responses” field to see what members liked most about the event and what areas could be improved. This feedback can be used to improve future events and ensure they are meeting the needs of members.

Nonprofit Use Case: Gauge Donor Engagement

A nonprofit organization can use the ‘New Event Attendee Survey’ report to gauge donor engagement after a fundraising event. By filtering the report by “Respondent Status” (completed surveys) and “Survey Responses” (questions about donation intentions), the nonprofit can see if attendees were inspired to donate and what motivated their decisions. They can also use the “Email” field to follow up with interested donors and provide them with additional information about giving opportunities.

The ‘Member Satisfaction Survey’ report in Reports module of Retention CRM helps Nonprofits, Associations and Chambers of Commerce in assessing member sentiment towards their different initiatives or campaigns.

General Functionality of ‘Member Satisfaction Survey’ report

Fields:

• Respondent Name: Name of the member who participated in the survey.
• Phone: Member’s phone number (optional).
• Email: Member’s email address.
• Survey Responses: Answers provided by the member to each survey question.

Filters:

• Interviewer Name: (Optional) Filter by the person who conducted the survey (if applicable).
• Respondent Name: Filter members by name.
• Address Fields: Filter by members’ addresses (Street Number, Street Name, etc.).
• City: Filter members by their city of residence.
• Postal Code: Filter members by postal code.
• County: Filter members by county.
• State/Province: Filter members by state or province.
• Country: Filter members by country.
• Survey: Select a specific member satisfaction survey to view results.
• Respondent Status: Filter by member status (active, inactive, etc.).
• Survey Result: Filter by the member’s overall survey satisfaction (satisfied, neutral, dissatisfied).
• Date: Filter responses by date range.

Using ‘Member Satisfaction Survey’ report in Association Management

A nursing association conducts a member satisfaction survey to gauge sentiment towards its educational programs. Using this report, the association can:

• Identify members who provided positive or negative feedback in the “Survey Responses” field.
• Segment members by location (using address filters) to see if satisfaction varies geographically.
• Compare responses from active vs. inactive members (using “Respondent Status”) to understand engagement factors.
• Analyze overall trends by “Survey Result” to identify areas for improvement in program offerings.

By combining these filters and fields, the nursing association can gain valuable insights to improve member satisfaction and program effectiveness.

More Use Cases for Associations, Chambers of Commerce and Nonprofits

Association – Identify Continuing Education Needs

An association of professional accountants can use the report to identify members who expressed dissatisfaction with the continuing education (CE) courses offered. By analyzing the “Survey Responses” field, the association can see if there are specific topics members are lacking or if the course format (online vs. in-person) is a preference. They can then use this information to develop more targeted CE programs that address member needs and improve satisfaction.

Chamber of Commerce – Measure Business Support Services

A chamber of commerce can use the report to gauge member satisfaction with the business support services they provide. They can filter by “Member Status” to see if there’s a difference in satisfaction between new and established businesses. Additionally, they can use “Survey Result” to identify areas for improvement, such as networking opportunities or mentoring programs. By addressing these gaps, the chamber can strengthen its service offerings and attract new members.

Nonprofit – Evaluate Volunteer Engagement

A nonprofit can use the report to assess volunteer sentiment and identify areas to improve volunteer engagement. They can utilize the “Respondent Status” filter to specifically target volunteers and analyze their feedback in the “Survey Responses” field. This can reveal if volunteers feel valued, if they have the necessary resources, or if there are aspects of the volunteer experience that can be improved. By addressing volunteer concerns, the nonprofit can boost engagement and retention.