The People section just got smarter. Now you can create a universe and engage everyone in that universe within the same browser window.
A few ways the new single person view simplifies event planning and followup:
- Want to reach out to recent donors and invite them to an event? Create a filter and use single person view to log a contact, RSVP for the event, and accept ticket payment over the phone.
- Did you remember that only 50% of RSVPs typically show up to an event? Target them for reminder phone calls and log the contact.
- After the event, beef up your online engagement by inviting attendees to join a rapid response team.
Using single person view, you can edit all aspects of a profile before moving onto the next person in the filter. Consider using this workflow rather than call view or data entry view in a list.
Since you'll never need to open multiple browser windows, you'll also find this is a better alternative to Dashboard > Followup view.
Let us know how you streamline community engagement.