Metadata: Created November 2024, product PAC Classic
Overview
This guide provides a detailed breakdown of eAdvocacy activities, including the types of actions recorded, associated details, and instructions for generating activity reports. By understanding the various activities and how they are documented, users can effectively track engagement, monitor interactions, and generate insightful reports to inform advocacy efforts.
Types of Activities
- Advocacy Email/Fax/Letter/Phone/Tweet:
- Date: Current Date
- Type: Corresponds to the communication method chosen.
- Issue: Linked directly to the issue addressed.
- Legislator: Linked to the contacted legislator.
- Individual: Linked to the individual initiating the contact.
- Voter Registration:
- Date: Current Date
- Subject: Get Out The Vote- State IE:(AL)
- Type: Advocacy Voter Registration
- Individual: Linked to the individual registering.
- Tell a Friend Referral:
- Date: Current Date
- Subject: Tell A Friend Referral
- Type: Advocacy Referral Sent
- Activity: Initially linked to the individual referring.
- Post-Visit: Changes to "Advocacy Referral Sent and Responded" after visit.
- Auction Bid:
- Date: Current Date
- Subject: Bid for “AUCTION NAME”
- Type: Advocacy Bid
- Notes: Contains contact information.
- Individual: Linked to the bidder.
- Activity Amount: Holds the bid amount.
- Collateral: Linked to the auction item.
- Payroll Pledge/Check Pledge:
- Date: Current Date
- Type: Web Contribution
- Category: Payroll/Check
- Amount: Chosen or entered amount.
- Individual: Linked to the pledger.
- Credit Card Donation:
- No activity record; creates a transaction directly.
Generating Activity Reports
- Access Reports Page:
- Click on "Reports/Reports" above the Results Set.
- Select Report Format:
- Choose desired format and click "Select".
- Configure Report Fields:
- Define Report Title.
- Specify Sort On, Sort Order, and Group Report preferences.
- Choose data fields to include in the report (e.g., Notes, Individual Name, Organization Name, Duration, Amount).
- Generate Report:
- Click "Submit" to download the report.
- Save or Open Report:
- Save or open the report on your computer for further analysis.
Conclusion
Understanding the diverse range of eAdvocacy activities and their documentation is essential for effective engagement tracking and reporting. By following the outlined steps, users can efficiently navigate eAdvocacy activities, monitor engagement metrics, and generate comprehensive reports to support advocacy efforts. For further assistance or clarification, users are encouraged to consult additional resources or contact support for guidance.