Relationships

Track Interactions with Organizations

In the world of associations, it’s important to manage relationships not only with individuals but also with organizations, whether they’re members or non-members. Engagifii’s organization interaction tracking feature helps you keep a detailed record of your engagements with organizations, ensuring that all your communications are accounted for and easily accessible.

Record All Types of Interactions

Organizations engage in various types of interactions with your association, from calls and emails to meetings and more. The first image shows how you can record all these different types of interactions within Engagifii, complete with specific outcomes. This ensures that every touchpoint with an organization is documented, so you have a complete picture of your relationship.

Provide One Place to Review Interactions

Having a central place to review all interactions with an organization is key to managing relationships effectively. The second image demonstrates how Engagifii consolidates all your interactions with an organization into a single, easy-to-review interface. This allows you to quickly assess the status of your communications and identify any follow-up actions that might be needed.

Capture Interaction History as it Happens

To maintain accurate and up-to-date records, it’s essential to log interactions as they occur. The third image highlights how Engagifii allows you to capture every detail of an interaction in real-time, whether it’s a call, email, or meeting. You can include specifics such as the date, time, duration, and outcomes, ensuring that every engagement is thoroughly documented.

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