Relationships

How do I track interactions between our association and its members?

Maintaining a detailed history of interactions between your association and its members is crucial for effective relationship management. Whether through calls, emails, or meetings, knowing who has communicated with whom, when, and about what ensures continuity and clarity across your organization. Engagifii provides the tools you need to keep a comprehensive record of these interactions, regardless of whether the member is an individual or an organization.

Track interactions across all your communication channels

Engagifii allows you to track interactions across multiple communication channels, including phone calls, emails, and meetings. Every interaction is logged in the system, ensuring that you have a complete history of communications with your members. This centralized record helps prevent miscommunication and ensures that all staff are on the same page regarding member engagement.

Enable staff to easily see the history of communications

Having a full history of communications available at your fingertips is invaluable. Engagifii makes it easy for your staff to view past interactions with members, whether they are individuals or organizations. This visibility ensures that your team can quickly get up to speed on any ongoing conversations and provide consistent, informed responses to member inquiries.

Track interactions for members who are people as well as organizations

Engagifii is designed to track interactions not just with individual members, but also with the organizations they represent. This dual capability ensures that all relevant communications are captured, whether they pertain to a person or an organization. This flexibility is essential for associations that deal with complex member structures and need to maintain a clear record of all engagements.

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