Actions
Turn your lengthy, difficult to read member notes into usable and meaningful information. Actions is a tool in our membership component designed to show you a holistic picture of each member’s activity. Instead of reading through paragraphs of notes, Union Impact organizes every member action (requests, compliments, questions etc.) into a readable and easy to understand list. Every action is dated, categorized and can be linked with a face emoji to visualize how the member is feeling.Â
Within seconds of opening a member profile, you will know the member’s latest actions, what there about, and if any follow-ups were made. Meanwhile, the old note taking process might require you to conduct an entire investigation to get the same information that we provide you in seconds. With Union Impact, you will know exactly how many member requests are coming in, the amount of complaints that are being made and what questions keep getting asked.
Create Actions & Follow-Ups
Manage Actions
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