You can record the level of interest or engagement in a specific activity by of an individual contact. T his allows you to then review an individual's activities to understand if their interests or engagement has increased over time, or give you the opportunity to have further contacts with the individual to increase their participation in your issues. You can record an Engagement Index for the following activities or actions: Phone Call, Meeting or Interview. 1. From an Individual's contact record, click Actions then select an activity such as Meeting. 2. Fill out the information about the activity, then enter the Engagement Index. T o find out how to create options for the Engagement Index, see the section called Campaign.
MANAGE VOTER INFORMATION CiviEngage enables you to manage voter history and other voter information collected during a voter engagement, voter education or electoral cycle. If you wish to collect voter contacts with their demographics, history and additional information and add them as contacts, or enhance your contact list with voter information, you can: 1. Export the contacts you want, including the the CiviCRM internal Contact ID, First name, Last name, address information, and any other contact information. 2. Upload the list into your voter management system and match to the voter records. You can then continue conducting your voter education and engagement activities there. 3. When the electoral cycle is over, export the contacts you want (new and existing), and import into CiviCRM. With the existing contacts, you'll be able to do an update import to match the contacts back into CiviCRM. 4. Use the Voter Info custom field set to capture your voter information related to the contact.
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