Engagifii's Relationships module gives you a lot of ways to segment and organize your People records. This article will help you understand how certain fields and terms are used.
As we dive into this topic, we will take on the perspective of a state Hospital Association. Our membership is comprised of the Hospitals and the people who work within them.
Key Terms:
Term |
Definition |
Illustrative Examples |
Persona | The top line definition of what sort of person this is. | "Member" vs. "Staff" |
Person Type | Finer segments of people within a Persona. | "Medical Doctors" or "Hospital Staff" |
Department | Areas of work within a member organization to help you segment people. | "Emergency Room" or "Cardiology" |
Position | Your definition of what a person does. | "Chief of Surgery" or "Nurse" |
Title (common custom field) |
What it says on the person's business card or their conference name badge. | "CEO" vs. "Executive Administrator" |
Using these fields on People Records
Now, let's imagine a couple people who work at one of our member hospitals and see how we might utilize these fields:
Field |
James Madison, M.D. |
Nurse Angelica Schuyler |
Persona | Member | Member |
Person type | Doctors | Nurses |
Department | Emergency Room | Radiology |
Position | Trauma Surgeon | Nurse |
Title | Night Shift Surgeon | Head Nurse |
Example of what Dr. Madison's record would look like in Engagifii.
In your database of 5,000 people across 150 member hospitals, let's say you've got many variations of the above. Some people are Doctors in the ER like Dr. Madison. Others might be Nurses in the ER.
Now, let's say we want to see how many members we have who work in the ER. You could simply filter them on the All People list. Or, you could create a dynamic group. Let's look a couple scenarios that reflect how we might use the fields we're tracking to refine our group more and more for reporting or targeted communications.
Scenario: I want a group of all people who work in Emergency Rooms. I'd set my Group's criteria to simply look for people who have that Department.
Scenario: I want t a group of Emergency Room Trauma Surgeons. I'd add a second rule to my Group, refining the list down to people who have both the Department and Position I want.
Scenario: I want a group of Emergency Room Nursing staff. No problem! Just select any Positions that people who work on the staff serve.
Now, let's talk about "Title".
Title is not a field that Engagifii includes by default. But it is the single most popular custom field. The reason for that primarily has to do with Event badges. Let's say that you have a Position or Person Type set up for "Head of Surgery". Every hospital has a person who serves that function.
However, different hospitals might have variations of the job title that effectively mean the same thing. For example, a hospital might use one of these:
- Chair of Surgery
- Chief of Surgery
- Director of Surgery
- Medical Director of Surgery
- Surgical Director
- Surgeon-in-Chief
When you're wanting to send an email to everyone who serves this function, it's important to have a common, standardized Position like "Head of Surgery". And then have their organization specific variation in a separate field that you use in name badges at a conference.