High-Value Actions Analysis

To cultivate relationships and emotional connections with donors, we recommend high-value personal interactions such as phone calls and face-to-face meetings.

To ensure fundraisers engage your constituents with highly-valued interactions, you can easily track phone calls and meetings in Fundraising, Analyze or Reporting.

Tip: To view a list of actions included in the number-crunching, select the total or metric. 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.

For information about how to manage your tasks and interactions, see Actions.