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Categorizing Engagement Touchpoints
Categorizing Engagement Touchpoints

Learn how to categorize the touchpoints, and how to create your own categories.

Sarita Markande avatar
Written by Sarita Markande
Updated over a week ago

Engagement reports in Almabase gather all touchpoints across your organization in one place.

Step 1: Accessing the Touchpoint

  1. Find the touchpoint you want to categorize.

  2. Select the "+" icon next to the touchpoint.

Step 2: Categorizing the Touchpoint

  1. Look at the available default categories.

  2. Select one or more categories that fit the touchpoint.

  3. If you want to add a new category, click the "+" icon on this screen.

What categories to add?

Follow the CASE framework with 4 categories like Experiential, Voluntary, Philanthropic, and Communication, detailed in their whitepaper. Feel free to add custom categories that resonate with your organization's needs, such as Webinars or Campus Activity.

Here's a quick guide:

  1. Start with CASE's four categories.

  2. Label event-related touchpoints like webinars as "Experiential."

  3. Tag giving campaigns as "Philanthropic."

  4. Use "Communication" for email engagements.

  5. Categorize form submissions by their purpose.

Once categorized, analyze these engagements in the 'Reports' tab to gauge their impact.

What's next?

After categorizing your touchpoints, you can visualize and analyze these categories using the 'Reports' tab. This will help you understand the impact of different types of engagements over time.

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