To track the channel used for an interaction — such as Email or Phone call — or the intent of an action, you can track its category. To further describe actions, your organization can configure — in the database view — additional types based on action categories. For example, for a category of Mailing, you may set up types of Birthday and Inquiry. From Fundraising, Analyze, Actions, you can compare how many actions of each category or type meet the filters.
Under Actions by category, you can compare how many actions of each category meet the filters. With this information, you can identify which channels fundraisers prefer and why fundraisers use actions. For information about the categories, see Action Categories and Types.
Tip: To cultivate relationships and emotional connections with donors, we recommend highly personal interactions such as phone calls and face-to-face meetings. For more information, see High-Value Actions Analysis.
Under Actions by type, you can compare how many actions of each type meet the filters. With this information, you can identify which types of actions your fundraisers use most.
If a type isn't used, consider whether to promote its use for future actions, or remove it as an option altogether. Your organization can manage the available types in the database view. For more information, see Action Categories and Types.
Tip: To view a list of actions included in the number-crunching, select the bar in the chart. For further analysis, select Create list to open the list in Lists, where you can apply additional filters, choose columns, and save for future reuse. For more information, see Lists.