Whether you're running for your local school board or working on a campaign for state governor, direct and ongoing dialogue and engagement with your supporters is key to success. We created followups to make communicating with supporters an integrated part of the workflow of everyone on the campaign - from staffers to interns and even volunteers.
Having customization is extremely valuable for organizing. For example, you can match your campaign’s fundraising program to specific contact types. It allows for each member of your staff to know when and why they need to follow up with each of their assigned contacts in your nation.
Campaigns of all sizes use NationBuilder, so I structured the following example to be used by the broadest set of campaigns possible. The one required followup type is an ‘In Box’ to mark in-bound communications, such as an email or a phone call, received by a specific point person. You can also use the ‘In Box’ follow up to flag a note on a profile for the point person to review.
Pro-Tip: Once you have set up your specific followup types, bookmark each specific one and save in a folder. Then open each bookmarked followup as a tab in your browser. This will show what specific followups by category you have do that day (and ones that may have gone overdue).