We have a constituent attribute called “volunteer activities” that we use
to track what groups they’re a part of and can use this in conjunction with
Events (for volunteer board meetings and such) to we what volunteers show
up. We also have a participant type for Events that we can use to show that
a participant is there in a volunteer capacity.
On Tuesday, March 19, 2019, Murray, Shawn W T <
shawnm@pitt.edu> wrote:
> Hi All,
>
>
>
> Does anyone use “volunteer” or “social media” for action types?
>
>
> Thanks,
>
> Shawn
>
>
>
> Action Types
> Cultivation
>
>
>
> Used if the action is related to moving the constituent to the
> solicitation and or volunteer stage of moves management.
>
> Examples include: Lunch/Dinner meetings, invitations to
> events, or sending information.
>
>
> Solicitation
>
>
>
> Used if the action is related to an ask.
>
> Examples include: Phone calls, meetings, written
> communication.
>
>
> Stewardship
>
>
>
> Used if the action is related to the ongoing relationship with the
> constituent that is already a donor or volunteer.
>
> Examples include: Cards, phone calls, or events.
>
>
> Qualification
>
>
>
> Used if the action is related to judging if the constituent is interested
> in becoming a donor or volunteer.
>
> Examples include: phone calls, meetings, or events.
>
>
> Volunteer
>
>
>
> Used to track if the constituent is a volunteer. Enter information about
> how the constituent volunteered.
>
>
> Social Media
>
>
>
> Used if the action is related to a social media post.
>
>
> Other
>
>
>
> Used if the action is not related to any of the above categories.
>
>
>
>
>
> Shawn Murray
>
> Manager of Advancement Operations
>
> University of Pittsburgh at Bradford
>
> 814-362-7655
>
>
shawnm@pitt.edu
>
>
>
--
*Derrick Shearer*
*Director of Advancement Services*
The Pingry School
131 Martinsville Rd.
Basking Ridge, NJ 07920
dshearer@pingry.org
908-647-5555 ext. 1265