Click-Through Guides

    1. What are Engagement Points?

    2. Definition: Engagement Types

    3. Custom Engagement Types

    4. Engagement Points vs Engagement Count

    1. Why Develop an Engagement Points Strategy?

    2. Engagement Points Strategy Worksheet

    3. References: Engagement Points Strategies Examples

    4. Step 1: Write a List of “Asks” your Organization Makes of your Contact Base

    5. Step 2: Determine a Point Value for each “Ask” (Engagement Type) in the List

    6. Step 3: Identify How you will Track the Contact’s Engagement Actions

    7. Step 4: Use your Answers to Set up Engagement Points

    1. Confirm or Request EA to turn on Online Action Form Engagement Point Types

    2. Set up Engagement Types with Activist Codes

    3. Workaround: Use Activist Codes to Apply Engagement Points to Specific Online Action Forms Only

    4. Set up Engagement Types with Event Roles

    5. Assign Engagement Points to Donations

    6. Assign Engagement Points for donations using Activist Codes and Automations

    7. Set up Engagement Type for Donations with Activist Codes and Bulk Apply

    1. View Engagement Points on an Individual Contact Record

    1. Use Create a List to Search by Engagement

Details

  • 1 Worksheet
  • 10 Explainers + 9 Guides
  • EveryAction

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Built in Collaboration

  • Feminist Women's Health Care

  • Lower Susquehanna Riverkeeper Association

  • National Domestic Workers Alliance

  • Sachamama

  • Showing Up for Racial Justice