Alumnae Engagement Tracking


Being an all girls' Catholic high school, we have the alumni feature in RE. Administration recently asked me if we could track engagement through our database, as right now this is done via spreadsheet. We have the Events module, so we can track those that attend events. Outside of those events, though, I don't see how we could track things.
Does anyone else have ideas on how we could track other engagements, such as if an alum comes to speak to a class? Do you include reunions, since those aren't hosted by the school but are coordinated strictly by the class? I am eager to utilize all resources available in our great DB but want to be smart about doing things.
Comments
-
Hi Miki, just wanted to jump in here - one of our NXT Add-Ins might be a solution for you. It's called Engagement Tile and you can set up your own scoring model to track what's important to you. More info here. One of the customer stories (on that same page) we have is an NZ university that uses it for Alumni - and finding forgotten supporters. Happy to answer any questions just email me at henri@redarc.systems
2 -
@Miki Martin I have not had a chance to really look at the Engagement Tile @Henrietta Hawkins mentions, but we once a year pull information out of RE and create our own “Engagement Score” and add it as a rating (attribute/custom field could work as well). We are building up a few years of ratings so we can see some trends as we have more data. Our criteria is below.
5 -
@Henrietta Hawkins I did not even think to look in Marketplace for an add-in. I will certainly tuck away this information to share with Administration.
@Dan Snyder thank you for sharing your metrics and definitions! This might be a great first step for us.
1 -
You also may have luck using Actions, if you use specific Types in combination with Categories. You can include summaries of actions in Export, and are able to refine each summary to specific categories, types, timeframes, etc. It obviously requires someone to be putting the data in to RE, but that is no different from any other piece of data you want to report!
Karen
1 -
Miki, as Karen suggested, Actions and Events will be your best friend.
- I would recommend using an Event for the Reunion attendance, or any similar conferences, galas, etc.
- You may consider the Volunteer module, if you have it, for speakers, book sale helpers, committees, etc. - anything where they are investing their time or serving as an ambassador.
- Actions will lend well to communications and “inter-actions” with your org: if they send a Christmas card to your CEO, nominate their favorite teacher, vote on an alumni ballot, etc. Just make sure you have your Action “Types” well organized so you can do efficient data pulls.
- Consider an Attribute (Custom field) for Board Member affiliations, Class Chairs, or Committees, especially if you don't have the Volunteer module. We keep one drop-down table Attribute for all sorts of boards: our Alumni Board members, our Event Board members, our Regents, our Finance Committee, etc. We include an option for “former member” as well.
- The “Membership” module also works well for Board/Committee/Class Chair terms, because it includes start/end dates.
- Definitely keep a record of any awards your alumni earn. This could be an alumni award, honor spot at a donor banquet, or other recognition. Entering this as a “Recognition” drop-down Attribute keeps things clean and easy to search. Just think how much your major gift officers will appreciate you for keeping this info at their fingertips.
Those are some starter ideas! I don't really think you need to invest in any third-party plug-ins. RE already has so much capacity. I really like @Dariel Dixon's engagement rating system (might borrow that myself!) but I think being able to pull that data and assign a score is dependent on already having all that supporting data entered in their records to begin with.
2 -
Love these ideas! Do you (or any one else feel free to reply) have experience with the Volunteer module as it relates to alumni?
0 -
@Laura Fong we do not have the Volunteer module at my school so I cannot speak to it. Hopefully others might comment on it.
I am hoping to start tracking our engagement better besides the Events. It's just a matter of structuring it in a helpful way.
0
Categories
- All Categories
- Shannon parent
- shannon 2
- shannon 1
- 21 Advocacy DC Users Group
- 14 BBCRM PAG Discussions
- 89 High Education Program Advisory Group (HE PAG)
- 28 Luminate CRM DC Users Group
- 8 DC Luminate CRM Users Group
- Luminate PAG
- 5.9K Blackbaud Altru®
- 58 Blackbaud Award Management™ and Blackbaud Stewardship Management™
- 409 bbcon®
- 2.1K Blackbaud CRM™ and Blackbaud Internet Solutions™
- donorCentrics®
- 1.1K Blackbaud eTapestry®
- 2.8K Blackbaud Financial Edge NXT®
- 1.1K Blackbaud Grantmaking™
- 527 Education Management Solutions for Higher Education
- 1 JustGiving® from Blackbaud®
- 4.6K Education Management Solutions for K-12 Schools
- Blackbaud Luminate Online & Blackbaud TeamRaiser
- 16.4K Blackbaud Raiser's Edge NXT®
- 4.1K SKY Developer
- 547 ResearchPoint™
- 151 Blackbaud Tuition Management™
- 61 everydayhero
- 3 Campaign Ideas
- 58 General Discussion
- 115 Blackbaud ID
- 87 K-12 Blackbaud ID
- 6 Admin Console
- 949 Organizational Best Practices
- 353 The Tap (Just for Fun)
- 235 Blackbaud Community Feedback Forum
- 55 Admissions Event Management EAP
- 18 MobilePay Terminal + BBID Canada EAP
- 36 EAP for New Email Campaigns Experience in Blackbaud Luminate Online®
- 109 EAP for 360 Student Profile in Blackbaud Student Information System
- 41 EAP for Assessment Builder in Blackbaud Learning Management System™
- 9 Technical Preview for SKY API for Blackbaud CRM™ and Blackbaud Altru®
- 55 Community Advisory Group
- 46 Blackbaud Community Ideas
- 26 Blackbaud Community Challenges
- 7 Security Testing Forum
- 3 Blackbaud Staff Discussions
- 1 Blackbaud Partners Discussions
- 1 Blackbaud Giving Search™
- 35 EAP Student Assignment Details and Assignment Center
- 39 EAP Core - Roles and Tasks
- 59 Blackbaud Community All-Stars Discussions
- 20 Blackbaud Raiser's Edge NXT® Online Giving EAP
- Diocesan Blackbaud Raiser’s Edge NXT® User’s Group
- 2 Blackbaud Consultant’s Community
- 43 End of Term Grade Entry EAP
- 92 EAP for Query in Blackbaud Raiser's Edge NXT®
- 38 Standard Reports for Blackbaud Raiser's Edge NXT® EAP
- 12 Payments Assistant for Blackbaud Financial Edge NXT® EAP
- 6 Ask an All Star (Austen Brown)
- 8 Ask an All-Star Alex Wong (Blackbaud Raiser's Edge NXT®)
- 1 Ask an All-Star Alex Wong (Blackbaud Financial Edge NXT®)
- 6 Ask an All-Star (Christine Robertson)
- 21 Ask an Expert (Anthony Gallo)
- Blackbaud Francophone Group
- 22 Ask an Expert (David Springer)
- 4 Raiser's Edge NXT PowerUp Challenge #1 (Query)
- 6 Ask an All-Star Sunshine Reinken Watson and Carlene Johnson
- 4 Raiser's Edge NXT PowerUp Challenge: Events
- 14 Ask an All-Star (Elizabeth Johnson)
- 7 Ask an Expert (Stephen Churchill)
- 2025 ARCHIVED FORUM POSTS
- 322 ARCHIVED | Financial Edge® Tips and Tricks
- 164 ARCHIVED | Raiser's Edge® Blog
- 300 ARCHIVED | Raiser's Edge® Blog
- 441 ARCHIVED | Blackbaud Altru® Tips and Tricks
- 66 ARCHIVED | Blackbaud NetCommunity™ Blog
- 211 ARCHIVED | Blackbaud Target Analytics® Tips and Tricks
- 47 Blackbaud CRM Higher Ed Product Advisory Group (HE PAG)
- Luminate CRM DC Users Group
- 225 ARCHIVED | Blackbaud eTapestry® Tips and Tricks
- 1 Blackbaud eTapestry® Know How Blog
- 19 Blackbaud CRM Product Advisory Group (BBCRM PAG)
- 1 Blackbaud K-12 Education Solutions™ Blog
- 280 ARCHIVED | Mixed Community Announcements
- 3 ARCHIVED | Blackbaud Corporations™ & Blackbaud Foundations™ Hosting Status
- 1 npEngage
- 24 ARCHIVED | K-12 Announcements
- 15 ARCHIVED | FIMS Host*Net Hosting Status
- 23 ARCHIVED | Blackbaud Outcomes & Online Applications (IGAM) Hosting Status
- 22 ARCHIVED | Blackbaud DonorCentral Hosting Status
- 14 ARCHIVED | Blackbaud Grantmaking™ UK Hosting Status
- 117 ARCHIVED | Blackbaud CRM™ and Blackbaud Internet Solutions™ Announcements
- 50 Blackbaud NetCommunity™ Blog
- 169 ARCHIVED | Blackbaud Grantmaking™ Tips and Tricks
- Advocacy DC Users Group
- 718 Community News
- Blackbaud Altru® Hosting Status
- 104 ARCHIVED | Member Spotlight
- 145 ARCHIVED | Hosting Blog
- 149 JustGiving® from Blackbaud® Blog
- 97 ARCHIVED | bbcon® Blogs
- 19 ARCHIVED | Blackbaud Luminate CRM™ Announcements
- 161 Luminate Advocacy News
- 187 Organizational Best Practices Blog
- 67 everydayhero Blog
- 52 Blackbaud SKY® Reporting Announcements
- 17 ARCHIVED | Blackbaud SKY® Reporting for K-12 Announcements
- 3 Luminate Online Product Advisory Group (LO PAG)
- 81 ARCHIVED | JustGiving® from Blackbaud® Tips and Tricks
- 1 ARCHIVED | K-12 Conference Blog
- Blackbaud Church Management™ Announcements
- ARCHIVED | Blackbaud Award Management™ and Blackbaud Stewardship Management™ Announcements
- 1 Blackbaud Peer-to-Peer Fundraising™, Powered by JustGiving® Blogs
- 39 Tips, Tricks, and Timesavers!
- 56 Blackbaud Church Management™ Resources
- 154 Blackbaud Church Management™ Announcements
- 1 ARCHIVED | Blackbaud Church Management™ Tips and Tricks
- 11 ARCHIVED | Blackbaud Higher Education Solutions™ Announcements
- 7 ARCHIVED | Blackbaud Guided Fundraising™ Blog
- 2 Blackbaud Fundraiser Performance Management™ Blog
- 9 Foundations Events and Content
- 14 ARCHIVED | Blog Posts
- 2 ARCHIVED | Blackbaud FIMS™ Announcement and Tips
- 59 Blackbaud Partner Announcements
- 10 ARCHIVED | Blackbaud Impact Edge™ EAP Blogs
- 1 Community Help Blogs
- Diocesan Blackbaud Raiser’s Edge NXT® Users' Group
- Blackbaud Consultant’s Community
- Blackbaud Francophone Group
- 1 BLOG ARCHIVE CATEGORY
- Blackbaud Community™ Discussions
- 8.3K Blackbaud Luminate Online® & Blackbaud TeamRaiser® Discussions
- 5.7K Jobs Board