Build your alumni engagement tracker.
Keep alumni interests, contact preferences and programme follow-ups connected.
How to build your alumni engagement tracker
Describe the job
Keep alumni interests, contact preferences and programme follow-ups connected.
Review the first version
Choose how the alumni coordinator records the alumni reference and how the programme owner reviews the next step.
Refine the views
Ask First to adjust the fields and views for the people who will use the app.
Test before sharing
Walk through the process with a sample record and check who owns the next action.
A alumni engagement tracker example
A sample alumnus accepts mentoring enquiries but opts out of fundraising mail.
Alumni engagement tracker example
- Record
- Alumni engagement tracker · 01
- Owner
- Alumni coordinator
Current stage · Alumni coordinator
Open the alumni reference
A sample alumnus accepts mentoring enquiries but opts out of fundraising mail.
Read the full walkthrough
Open the alumni reference
A sample alumnus accepts mentoring enquiries but opts out of fundraising mail.
- Record:
- Alumni engagement tracker · 01
- Owner:
- Alumni coordinator
Review the next action
Create a mentoring follow-up while preserving the fundraising exclusion; one engagement does not create blanket consent.
- Stage:
- Awaiting programme owner review
- Owner:
- Programme owner
Assign the mentoring follow-up
Assign the mentoring follow-up while preserving the fundraising opt-out.
- Next action:
- Assign the mentoring follow-up while preserving the fundraising opt-out.
- Owner:
- Alumni relations manager
What to include in your alumni engagement tracker
Keep the alumni reference in context
Keep alumni reference, consent preference, program, engagement, follow-up owner and next action together so the next person can understand the request or record.
When the next step needs a decision
A sample alumnus accepts mentoring enquiries but opts out of fundraising mail. Create a mentoring follow-up while preserving the fundraising exclusion; one engagement does not create blanket consent.
Keep next action visible
Assign the mentoring follow-up while preserving the fundraising opt-out.
Choose what each person needs
Give the alumni coordinator a working view and the programme owner a review view. Keep alumni reference and consent preference attached to the decision as the work moves between them.
Questions about alumni engagement tracker
Start with alumni reference, consent preference, program, engagement, follow-up owner and next action. Describe who enters the information and who reviews the next step.