Using the CRM

Purpose

In Airtable, the CRM (Customer Relationship Management) allows staff to look up individuals and view information about their relationship to MoHA.You can use the CRM to:

Find a list of event attendees.
Email a targeted group.
Find all information about a specific person and their relationship to MoHA in one place.
Quickly gather data on ticket sales, event attendance, membership, sponsorship, etc.

Left Navigation Panel

There are two sections:

CRM Interface, for finding information.
Updates, for updating information.

CRM Interface Menu

There are five ways to search and organize information about the MoHA community.

CRM Summary
Name Search
Email Search
Events
Tags

CRM Summary

This view allows you to find high-level information by filtering through a variety of categories in the search bar at the top. You can search using a combo of and/or statements in these fields:

Main Tag
Email
First name
Last name
Groups (tags)
Events attended

Once you filter, the CRM returns information in a variety of fields. It supplies the following breakdown in most fields: Total, average, number, and average number). Some of the information the CRM returns is:

Number of hits returned
Total Support
Event Attendance
Donation
Membership
Volunteering
Mailchimp (Includes subscribers, percentages, average member rating)

The CRM then provides a data table displaying high-level information and basic contact info. The Artist Data section displays the different events people in your search have participated in.

Name Search and Email Search

These two tabs fulfill the same function: they allow you to drill down on individuals. These tabs let you search by name and email for one person and then display all of the CRM data available. Info such as:

Available contact info
Tags and Groups
Support
Events
Volunteer
Membership
Events
Events linked in Wiki

Events

This section lets you display available information about a specific event. The CRM displays the following information for each event you select:

Number of attendees
Date of event
Total admissions
Copy/paste friendly email list
Data table

Updates

You can use this menu to update information by Main Tag

Creating a Targeted Email List

The CRM Interface is useful for generating quick, high-level email lists. To build more nuanced, targeted email lists inside the CRM, go to Data > Email. Since email is our unique identifier, the Email tab is the source of truth. In this tab, you can create Custom Exports to make email lists by setting conditions using tags. Custom Exports allow you to create an exportable CSV list using specific and/or statements.Use the CRM Interface for quick stuff, and the DATA tab for more drilled-down stuff.