Tags can vary from keywords to phrases or topics that relate to your project. The purpose of tagging is to identify the emerging themes, topics, or issues within your engagement with stakeholders. Tags allow for an effective analysis of the data when reporting on issues and trends. The practice of tagging provides you and your team with quick and insightful information about stakeholders, topics, and trends.
Tags can vary from keywords to phrases or topics that relate to your project. The purpose of tagging is to identify the emerging themes, topics, or issues within your engagement with stakeholders. Tags allow for an effective analysis of the data when reporting on issues and trends. The practice of tagging provides you and your team with quick and insightful information about stakeholders, topics, and trends.
Once you have your form built out, you can add tags to questions to help with filtering your interactions. You can also assign Contact Groups to Forms so that any stakeholder responding to a form will automatically be added to a Contact Group.
administrator go to Admin Settings>Tracking & Data Organisation >Manage Tags and make your 'Interaction Tags' visible by using the kebab menu (3 dots) to the right of each Tag. This will create a star next to the tag. Note: For auto ... tagging to work, each Tag must be starred (visible) and selected (green tick) under the 'Interaction' icon. Interactions created with word/words matching the visible Tags exactly will trigger the auto generation. For manually adding additional Tags use the 'Generate Tags' button in the Annotations card ... Manage button in the Tags card
relevant interaction or create a new one The interaction will be added automatically, and the pop-up box can be closed. Tagging Tags can vary from keywords to phrases or topics that relate to your project. The purpose of tagging is to identify ... emerging themes, topics, or issues within your engagement with stakeholders. How to assign a Tag Navigate to the Tagging card Click on Manage Select the relevant Tag/s or click on + Add new tags to create a new one The Tag has now been assigned
Simply Stakeholders platforms. Join live to ask questions, or watch the recording or access the slides later. Upcoming Webinars: Auto-tagging - Setting up for success: 30 May, 2pm AEST - Join Katie, from the Australian Team, to look at how to set your Simply Stakeholders account ... success with the new auto-tagging feature. REGISTER HERE Using Filters - basic and advanced: 6 June, 2pm AEST - Join Salma, from the Australian Team, as she takes you through how to set up filters, both basic and advanced , to interrogate your data . Link coming soon ... look at how you can use bulk editing your Stakeholders or Interactions. Tips and tricks for time saving data grooming, adding tags, assigning to contact groups and more. REGISTER HERE Contact Group or Tag - choosing the right method: 8 August, 2pm AEST - Join Salma, from ... Australian Team, as she takes you through how to choose whether to use a Contact Group or a Tag to categorise your interaction and stakeholder records . Link coming soon Stakeholder Mapping - meeting organisational needs: 22 August, 2pm AEST - Join Katie, from the Australian Team ... choose the correct Forms question types to get the data you need. REGISTER HERE Past Webinars: Annotations - assigning sentiment, tags and more : 2 May, 2pm AEST - Salma, from the Australian Team, takes you through Annotations - View the past recording here Group Mail
The Simply Stakeholders dashboard provides beneficial data analysis and reporting in a easy customizable view. Users can drag and drop widgets to customize the order and view those that they prefer and the date range can be modified to see activity in that timeframe.
made to Network Mapping Display Interactions on the map based on its annotation score AI and predefined data to 'auto-tag' interactions Sentiment Analysis - Auto-Generate AI Sentiment Score Updated FORMS - applying logic to a question Audit Report now available as Excel ... longer jumping when trying to type in fields Fixes to the Audit page Sent GroupMail now showing in the timeline card Tags now showing in Tasks export spreadsheet 2FA logins and setup now working 'Files/attachments' now available in export spreadsheets GroupMail Checkbox is now working ... attempting to change dates in Interactions. Fixed issue where KMZ files were not displaying on the map for EU region. Imported interaction tags now display correctly in the Admin menu. Resolved issue with bulk editing stakeholders not working. Release v2.1.20 - 2024-02-12 ENHANCEMENTS ... clients able to login again Release v 2.1.19 2024-01-29 NEW FEATURES: Outlook: You are now able to manage tags, interaction type & confidentiality directly from the add in. Refer to article here Import properties: You are now able to 'Import Properties ... from the Admin Settings menu. Refer to the help notes here ENHANCEMENTS: Admin settings: 'Manage Tags' Please refer to the help notes here Stakeholder name now displays when hovering over the initials on the search page Stakeholder Search Filter: First Name and Last Name
In stakeholder management a key driver to ensuring smooth and positive communication is ensuring that you track and manage commitments you make to your stakeholders. Inadequate commitment handling can lead to damaged relationships and reputations. If delivery takes too long or a commitment is forgotten, it can delay a project and raise stakeholder management costs, or breach contracts or other agreements in place. With Simply Stakeholders, you can use the commitments interaction to log and track them. Some commitments go through several stages and are handled by several people before they are delivered. There may be interim milestones or stages to the delivery of the commitment. As such, it is important to be transparent about the stages and delivery results of each process while communicating with the stakeholder.
Grievance management is the handling of complaints and issues. In stakeholder management, this is a key driver to ensuring smooth and positive communication. Inadequate grievance handling can lead to damaged relationships and reputations. If action is taken too late, it can delay a project and raise stakeholder management costs. With Simply Stakeholders, you can use complaints interaction to log and track them. Some complaints go through several steps and are handled by several people before they are resolved. As such, it is important to be transparent about the outcomes and results of each process while communicating with the stakeholder. Facilitating internal communication is also essential to addressing stakeholder concerns.
Forms are a great way to gather feedback and understand your stakeholder needs, concerns, and ways to benefit from your project. Information and data collected via Forms can be analyzed and used to report towards your strategic plan or desired outcomes of your projects.
Save & Continue. The interaction record will open where additional details can be added. In the Annotations card, click on Generate Tags to automatically highlight key topics for the interaction Select the relevant Tags and click Approve Click on the Sentiment score chart Click ... Details tab enter: Additional information or an alert in the Message classification card Assign the Owner Link the Stakeholder/s Manually manage Tags Upload any Files Assign a Interaction Manager
You can use saved filters from your interactions module to assist you to build more complex and targeted reports using advanced filters.
The Outlook Add-in provides an easy way to save emails and meetings directly from Outlook into Simply Stakeholders. Pushing an email from Outlook to Simply Stakeholders can be set to automatic (all future emails to/from the stakeholder automatically saved into the system) or manual (control which emails are saved). Existing stakeholders in Simply Stakeholders will be matched based on the email address, and any new emails will be added to their record. If they don't exist in the system, a stakeholder will be created and the email attached to their record. This function works across Shared Inbox's and Shared Calendars, and has the capability to determine if the details had previously been saved.
Display on add page Select the '+' Add More button to add in the following details Address Relationship Manager Mapping Fields Link Interactions Tag Click on Save & Exit. The record has been saved. Or, Click on Save & Continue. The stakeholder record will open ... critical is this stakeholder to the success of the project In the Summary tab: Timeline - Link any interactions or tasks Tagging - Assign the Tag/s connected to this stakeholder Relationships - Link the relevant Organisations or Individuals and define the relationship they have
Email is a fantastic tool for engagement because it’s relatively low cost, easy to use, instantly received, and most people have email accounts. Many of your stakeholders will also prefer to receive and respond to updates in email format.
