Tracking Progress and Results on Calls to Action

With managing your Volunteers, it is imperative that you have a clear understanding of your progress on every call to action. Tracking progress on your calls to action will allow you to understand what’s working, when it might be appropriate to shift tactics, and where you are having an impact. Empower has a number of great features for tracking progress on your calls to action and we will explore some of those in this article. We will conclude this article with some notes around why it’s important to follow-up with your volunteers about progress on calls to action.

Where Can I Track the Growth of My Organizing Program?

When you log into Empower, the home page should provide some helpful information on tracking progress on calls to action. You will be able to see:

New People - In addition to the total number of people
New Contacts - As well as all-time contacts
Overall Conversations - Both new and all-time
Active people - Also, the number of contacts on their list
New outreaches to Volunteers - And the number of organizers who made those outreaches

You can change the date range of this information by clicking the all time hyperlink and changing it to a different date range.

If you scroll down to the Total Growth section, you will also see a visualization of the size of your relational network. As you move your cursor across the visualization, you will see the number of Contacts, Volunteers, Organizers, and Directors at different points of the campaign. If you want to review the difference between these different roles, check out this article. When you are looking at this total growth information, one can look at the growth of your Volunteers and Contacts. Ideally, you would have your Contacts growing more rapidly than your Volunteers. This will demonstrate that each of your Volunteers is meeting and building relationships with groups of Contacts to spread their message.

Where Can I Track the Progress of Individual Organizers and Directors?

If you scroll down, you will be able to see every Organizer and Directors name. Then you will see the number of people downstream from them, the number of contacts downstream from them, the total number of conversations that their volunteers have hosted, and the number of outreaches to volunteers. If you scroll down to the entire organization, you will be able to see the overall results for people downstream, contacts downstream, conversations, and outreaches to volunteers. One important note on these numbers - the "Total" numbers on home page aren't the sum of the other numbers. This is because some people roll up to more than one parent (e.g. both an Organizer and a Director) or don't have a parent that they are assigned to.

If your organization is using Organizer to Volunteer Calls to Action, you can track their progress on these Calls to Action the same way that you would track progress for individual volunteers on their calls to action, as described in the next section.

Where Can I Track the Progress of Individual Volunteers?

You can also see how individuals are making progress on active calls to action.

Click on People on the left hand side of the screen.
Next to each person’s name, you will see their progress on current calls to action. Select the call to action from the dropdown that you want to see their progress on.

If you click on the My Outreach List tab, you can see which Volunteers you are responsible for reaching out to. You can use this alongside the Suggested Outreach Task filter or the On List for Call to Action filter to find the Volunteers that are targeted by a certain task or Organizer Follow Up Call to Action, depending which type of outreach your organization is using.

How Do I See the Results of My Calls to Action?

Reports are an easy and convenient way to track progress on calls to action in your organizing program. Reports will provide an overall collective view of the progress that your organizing programs are making on specific calls to action. To view reports:

From the home page, scroll down to view Reports for Active Calls to Action. To view reports for all Calls to Action, including those that are no longer active, click View All Reports.

You will now see Call to Action Results:

At the top of this report, you will see the Ask your neighbors what issues matter to them button. Clicking on this will take you to the Call to Action page.
There is also an Export Responses to CSV button which will allow you to export all of the responses to your calls to action in a CSV.

As you scroll down the page, you will see different calls to action and a few different metrics for these calls to action. If you click on the hyperlink you can view the call to action.
For each call to action, you will be able to see the number of volunteers contacted by organizers regarding this call to action.
You will also be able to see the number of people that we contacted by volunteers. In the final column, you will see a breakdown of each question in the call to action. For each question, you will see the total number of people who provided each response.
Download reports as CSV file and you can review individual responses and notes as well.
This is a great thing for the data person on a campaign to know about.

For calls to action that contain social media toolkits, you can also get a link to the social media toolkit report by clicking View social media report. You can also access this view by navigating to the Calls to Action page, finding the relevant call to action, selecting Actions and then View social media report.

You can select which social media toolkit you are viewing the report for in the upper right dropdown. Social media reports contain all data for the selected social media toolkit, so if it is used across multiple calls to action, the data will be combined.

How Can I Find People with Specific Call to Action Prompt Responses?

Using the has CTA response filter will allow you to find results from specific CTA questions. You can also organize groups by people who provided a particular answer.

Click the People tab

Select which group of people you would like to see their responses to CTA questions
Click Filter

Select the Has Call to Action filter
Next you can select which live call to action you want review. For parent survey questions and VAN survey questions used in multiple calls to action, you can select "Any call to action."
Choose a specific question within that call to action. If you stop here and click apply you will see everyone who has provided a response to that Call to Action

If you then select a particular answer for that question and click apply, you will see everyone who has provided that specific answer for the Call to Action.

For parent survey questions and VAN survey questions used in multiple calls to action, you can check Only include most recent response to see the most recent response for a contact that has multiple responses to the same survey question.
You can multi select specific questions and answers to view an even more specific group of individuals. You will then see all of the people that provided that specific answer to the call to action prompt.
This filter can be helpful if you are seeking to understand who has gotten responses to a specific prompt on a call to action. You can also use this filter to learn more about people who provided a specific response to a call to action prompt.
If you leave the specific prompt responses blank, you can find everyone who has responded to that Call to Action in some way.

Where Can I Track the Growth of All of My Organizations?

If you are a Director for more than one organization in Empower, you can track the growth across all of your organizations. Click on the organization name in the upper left hand corner, then select View all my organizations.

From there, you can see aggregate numbers for all of your organizations as well as a break down of numbers per organization.

Tracking progress on your calls to action will help you determine which tactics are most effective and are making a real impact in your community.