Stakeholder Tooling

Tutorial videos demonstrating how to use the Stakeholder tooling features available in the platform.

Adding Contacts to the PlatformIn this video, I walk you through the process of adding new contacts to our platform, specifically those who don't fit into our existing stakeholder groups like MPs, local councils, and civil servants. To create a contact, simply navigate to the Contacts section under Insights, then select Create Contact and fill in the mandatory fields such as title, first name, and surname, along with any additional relevant information. Once you complete this, you'll have a fully registered contact in our system. Please make sure to follow these steps to ensure we have all necessary contacts on board.
Exploring the Civil Service Database FeaturesIn this video, I introduce you to our civil service database, which is designed to be user-friendly with a tabular format for easy searching and filtering. You can view profiles that include a brief about section, tailored to the relevant information available. By selecting an organisation, the department will automatically be set for you, streamlining your search process. I encourage you to explore this tool and utilise its features to enhance your workflow. Please take a moment to familiarise yourself with the database and let me know if you have any questions.
Exploring the Constituency AreaIn this video, I’m excited to introduce a new dedicated constituency area within Insights where you can find all constituencies listed. You can easily search for them and view the relevant regions. I encourage you to explore this feature and familiarise yourself with the new layout. Your feedback on this addition would be greatly appreciated as we strive to enhance our tools. Thank you for your attention!
Adding Stakeholders to new GroupsIn this video, I walk you through the process of adding stakeholders to a group. You can either create a new group or add them to an existing one. I demonstrated how to create a new group called "Test Group 2" and confirmed its creation. Please navigate to the Groups section to view the newly created group. If you have any stakeholders to add, I encourage you to follow these steps.
Adding Stakeholders to Existing GroupsIn this video, I walk you through the process of adding a stakeholder to an existing group. First, select the stakeholder and then choose the option to add them to a group, where you can pick from the existing groups available. After making your selection, don't forget to save the entry. Once saved, you can find the group, and the stakeholder will appear there. Please make sure to follow these steps to ensure everyone is correctly organised within our groups.
Recording Contact ActivitiesIn this video, I walk you through the process of recording a contact activity entry for our curated groups or selected predetermined groups. You'll learn how to select stakeholders, log activities by filling out essential information like date, activity type, topic, notes, and attachments. Once you've completed these steps, simply click on "log activity" to ensure it's recorded in our wider activity system. Please make sure to follow these steps carefully to maintain accurate records. Your attention to this process is crucial for our ongoing stakeholder engagement efforts.
Sending Mail Merge EmailsIn this video, I walk yo through how to create and send an email to Stakeholders, as well as how to create and save a draft email within the platform.
Stakeholder Search & FilteringIn this video, I introduced our new filtering feature across the array of stakeholder tables. Each column is now filterable and searchable, allowing you to easily find an individual's name or other relevant data. You can also change the order of view and sort the columns alphabetically from A to Z or Z to A, while retaining your search filters.
Creating Your Own Email SignatureCreate and add your own email signature for email merge emails. You can find this option in the settings area, located in the bottom left corner of the screen within the the three dots. Simply paste your signature, including any HTML links, into the designated box and apply the changes.
Recording activities against 'Contacts' and viewing on the Engagement DashboardIn this video, I've shared some updates to the 'Contacts' area of our platform. You can now delete entries you've made, record activities against these contacts just like you would with other stakeholders and see entries appear in the engagement dashboard.
Viewing Stakeholder ProfilesIn this video, I walk you through how to view a stakeholder profile effectively. You can either select from the displayed list or search for a specific individual. Each profile includes curated information such as political background, contact details, and assistant information. I encourage you to explore these profiles to better understand our stakeholders and their relevance to our work. Please take action by familiarising yourself with this tool to enhance our collaboration.
Exploring our People Database (Devolved)In this video, I walk you through our comprehensive people database, which includes information on MPs, Lords, civil servants, and councillors, with a focus on filtering for Scottish National Party members. I demonstrate how to access detailed profiles, including biographies, contact details, and group affiliations. Additionally, I explain how to create contact activities to record interactions with these individuals. Please take a moment to familiarise yourself with these features, as they will enhance our engagement with key political figures. Your feedback on this process would be greatly appreciated.