Campaign CRM
Budget: ₹12,500 – ₹37,500 INR
I am looking for a local city campaign CRM that would be able to house local resident's information and allow me to tag them based on campaign issues or other elements that are noteworthy. I would love to also be able to take these tags or other search lists and use them to group voters and send them mass email or text messages.
The CRM Feature
Manual Add of a person (voter, entity, volunteer): allows you to add people manually - even if the user has very limited information initially - has fields to capture info about each user.
Categories of fields might include things like clubs/organizations, social media, voter history, political leanings, location, demographic info.
The Export file from the county will be used for auto tagging
Bulk Upload: Ability to bulk upload xls or csv files like data files of people and info and map to fields in crm adding to existing or new
Tagging: Allows tagging
Assignment (one to many): Each contact can have other contacts assigned to them as well as to have themselves to be assigned to multiple other contacts.
Search capabilities: to search or filter based on typical Boolean and OR options layers.
Need four dropdowns to pick the four fields and then the text field to put in a wildcard search for each of the four fields. If there are AND and OR operands selected between these four fields, make sure we have a logic for the grouping i.e. implement PEMDAS (parenthesis, exponential, multiplication, division, addition and then subtraction)
Save Search: Ideally this will include the ability to name and save these combinations of searches. Save the search under there and add the ability to share it with other users. If new persons are added who meet the search criteria, they should also be pulled up in the next search results presentation.
Bulk Activity with Search Results: Let us limit it to SMS and Email. Bulk activity such as assigning or tagging with particular tags that will attach to those contacts and assignment to volunteers.
Audit Trail: Each contact has history info of changes made to it and the person who made the change. This includes which communications they have received.
Team / Role management: Have the ability to define “Teams” and assign contacts to teams.
B. Communications Module
Individual and Bulk emailing options including using custom headers to match website header
Create Email / Texting blast
Ability to have email templates
Ability to customize templates with variables
Web and mobile preview
Providing a search list for recipient lists
Sending Individual and Bulk Texting / Emailing Options
Three (3) points of interaction with the voters for taking in their feedback
Initially when they land on Amir’s web page and register themselves as a voter.
Send an outgoing SMS or Email blast asking them to answer questions in a survey.
C. Dashboard and Campaign Setup Actions
Basic Stats -
Team Size
Voter Database Size
Stats Based on Tagging
Call to Actions
Setup campaign name
Description
Add Data
The CRM Feature
Manual Add of a person (voter, entity, volunteer): allows you to add people manually - even if the user has very limited information initially - has fields to capture info about each user.
Categories of fields might include things like clubs/organizations, social media, voter history, political leanings, location, demographic info.
The Export file from the county will be used for auto tagging
Bulk Upload: Ability to bulk upload xls or csv files like data files of people and info and map to fields in crm adding to existing or new
Tagging: Allows tagging
Assignment (one to many): Each contact can have other contacts assigned to them as well as to have themselves to be assigned to multiple other contacts.
Search capabilities: to search or filter based on typical Boolean and OR options layers.
Need four dropdowns to pick the four fields and then the text field to put in a wildcard search for each of the four fields. If there are AND and OR operands selected between these four fields, make sure we have a logic for the grouping i.e. implement PEMDAS (parenthesis, exponential, multiplication, division, addition and then subtraction)
Save Search: Ideally this will include the ability to name and save these combinations of searches. Save the search under there and add the ability to share it with other users. If new persons are added who meet the search criteria, they should also be pulled up in the next search results presentation.
Bulk Activity with Search Results: Let us limit it to SMS and Email. Bulk activity such as assigning or tagging with particular tags that will attach to those contacts and assignment to volunteers.
Audit Trail: Each contact has history info of changes made to it and the person who made the change. This includes which communications they have received.
Team / Role management: Have the ability to define “Teams” and assign contacts to teams.
B. Communications Module
Individual and Bulk emailing options including using custom headers to match website header
Create Email / Texting blast
Ability to have email templates
Ability to customize templates with variables
Web and mobile preview
Providing a search list for recipient lists
Sending Individual and Bulk Texting / Emailing Options
Three (3) points of interaction with the voters for taking in their feedback
Initially when they land on Amir’s web page and register themselves as a voter.
Send an outgoing SMS or Email blast asking them to answer questions in a survey.
C. Dashboard and Campaign Setup Actions
Basic Stats -
Team Size
Voter Database Size
Stats Based on Tagging
Call to Actions
Setup campaign name
Description
Add Data