Face-to-face Interactions

Evergiving provides a system for tracking face-to-face fundraiser interactions, including recording door stops for Covid-19 contact tracing and automatically logging hours worked at site locations in timesheets. This page explains how the interaction tracking system works and how it can support your face-to-face fundraising efforts.

Face-to-face fundraisers can record their daily interactions with the public as they occur.

Face-to-face fundraisers can record their daily interactions with the public as they occur. The system supports different types of fundraising activities such as street fundraising, door-to-door, shopping malls, and special events, each with configurable interaction types that match specific needs.

Recording Street or Private Site Fundraising

Interactions such as stop attempts and conversations can be easily tracked during street or private site fundraising. Administrators can add custom interaction types through application settings, ensuring that the interaction tracking is tailored to the organization's requirements

Recording Door-to-Door Fundraising

Door-to-door fundraisers can record the addresses of homes they visit and log various types of interactions with homeowners. This feature functions similarly to a virtual walksheet, providing accurate tracking of the fundraisers' visits.

Analysis and Reporting of Interactions

The recorded data is available in both table and map views, providing a comprehensive analysis of fundraiser performance. This feature helps organizations evaluate interactions and gain insights into campaign effectiveness. For more details on visualizing interaction data, refer to Data Visualization Tools. For Covid-19 contact tracing, the system can also track visited addresses, helping to ensure safety protocols are followed.

Integration with Timesheets and Payroll

The system captures the time between a fundraiser's first and last interaction of the day. This data is automatically added to timesheets and can be exported for payroll processing. For more information on timesheet data export, see Exporting. This integration helps organizations accurately track the working hours and performance of their fundraising teams.