Topic 5 - Databases, Pathways and People Management

Do you have a system to track supporters, communicate with supporters and segment your supporter lists based on their interests and involvement?



In this example, we have three segmented pathways to engagement supporters:
Pathway #1: Signs a pledge → Receives Email → Becomes an action taker → Becomes a multiple action taker
Pathway #2 → Signs a pledge → Receives Email → Signals interest in Volunteering →  Joins a Volunteer Team → Becomes a Team Lead
Pathway #3 → Signs a pledge → Receives Email → Takes Action →  Becomes a Donor Becomes a Monthly Donor → Becomes a Major Donor


Looking back on your engagement pyramid from Topic 3.

1. What core engagement segmentations exist (natural silo's for your engagement activities - ie. online action takers, volunteers, donors etc).

2. Define the pathways to engagement and leadership that exist for each of these segments. Map the interrelations across the silo's.

The best contacts management systems will allow you to track and monitor engagement within each of these segmentations. It will also allow to understand how people are engaging with you and when they may be ready to move up the pyramid (ie. they are ripe for an ask).


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