Almabase automatically tracks touchpoints for standard engagement programs like Events, Forms, Directories, Emails, and Giving Campaigns.
However, you might have other activities, like campus visits, career seminars, or phone-a-thons, that aren't directly set up through Almabase. To include these in your engagement reporting, you can manually add them. Here’s how to do it:
Adding a new program
Step 1: Access Engagement Activity Customization
Go to the main dashboard of your Almabase platform.
Navigate to 'Reports'.
Click on 'Engagement activity'.
Select 'Customize' to begin the process.
Step 2: Add a New Program
In the customization section, select 'Add a new program'.
Enter the name of the new program you wish to track.
Add the specific touchpoints associated with this program that you want to monitor.
Click 'Save' to add the program to your engagement report.
Tracking activities for new/custom programs
Step 1: Access the Customization for the Program
On your Almabase dashboard, go to the 'Customize' tab.
Find the newly added program.
Click on the icon indicated below for that specific program.
Step 2: Record the Touchpoint Details
In the following screen, you’ll find options to select:
A touchpoint for the program.
The date or period when the activity occurred.
The members or users who engaged or participated.
After filling in these details, select 'Submit'.
Step 3: Review the Engagement in the Report
Return to the main 'Reports' section.
Click on the 'Engagement report'.
Under the 'Touchpoints' tab, you will now see the touchpoint you just recorded for the new program.
You can repeat these steps whenever you need to add more members or update details for this touchpoint.
Please write to us at help@almabase.com or through the Intercom Chat 💬 if you have any queries or concerns😄.