The work below was performed as Engagement Data and CRM Tagging Strategist for Caring Across Generations. Deliverables included meetings and communication, organization-wide supporter journey creation, taxonomy development, dashboard creation, and reporting.
On a weekly basis, 1:1s occurred with Senior Digital Director, and monthly with digital team, to update progress on the organization-wide supporter journey creation. The Figma diagram below outlines the supporter journey for activists, fellows, and leaders.
Next, KPI and metric mapping occurred in collaboration with the Digital Team. A survey was conducted to gauge staff and stakeholder priorities, from which were generated campaign codes, activist codes, cost centers, and tags in EveryAction CRM. Prior to exploratory data analysis, member lists were cleaned. Data was then reconciled across Salesforce, Classy, and EveryAction CRMs.
This consultancy also involved the training and guidance around use of EveryAction. A manual was created for staff, with