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Tracking Interactions with Track N Snap

Track n Snap is Evergiving’s iOS app designed for fundraisers to easily log and track their interactions with potential donors. Not every interaction results in a pledge, but tracking these engagements provides key insights into your campaign’s reach and fundraiser performance.

Why Track Interactions?

Tracking interactions allows you to:

  • Monitor Fundraiser Engagement: See where fundraisers are active and what types of interactions they are having.
  • Location Mapping: Evergiving provides a heat map showing where your fundraisers have been, helping to visualize geographic coverage.
  • Calculate Success Rates: Determine the success rate by comparing the number of pledges to the total number of interactions logged by fundraisers (e.g., success rate = number of pledges / total interactions).

What Is an Interaction?

An interaction is any face-to-face engagement between a fundraiser and a potential donor. These interactions can have different outcomes, such as:

  • Conversation with no pledge
  • Donor not home
  • Return later

Tracking these interactions helps to improve visibility into the donor engagement process, even when a pledge is not immediately captured.

Viewing Tracked Interactions

You can review the tracked interactions in Evergiving at both the campaign level and the fundraiser level. Visit the Territories Section to see a comprehensive list and map of interactions.

By leveraging interaction tracking, you can better understand the performance of your fundraiser teams, evaluate campaign effectiveness, and adjust strategies as needed.