Campaign progress tracking and reporting automation

Purpose

1.1. Centralize, automate, and visualize campaign progress, impact tracking, and stakeholder reporting for Indigenous advocacy campaigns.
1.2. Collect multi-channel engagement data (petitions, events, emails, social, calls) and consolidate into dashboards and scheduled reports for stakeholders, funders, board, and communities.
1.3. Ensure real-time metrics for campaign reach, outcomes, grassroots activation, supporter journeys, and policy influence for continuous improvement and transparent accountability.

Trigger Conditions

2.1. New supporter joins campaign via web, event, or mobile app.
2.2. Petition signatures or online pledge count updated.
2.3. Social post, hashtag activity, or campaign media mention detected.
2.4. Advocacy event scheduled, held, or RSVPs/attendance logged.
2.5. Direct action (calls, emails to MPs) initiated or completed.
2.6. Periodic (daily, weekly, monthly) report/dash generation event.
2.7. CRM campaign progress fields or metrics updated.

Platform Variants

3.1. Salesforce Nonprofit Cloud
• API: Campaigns/Engagement History Endpoint — configure scheduled retrieval of CampaignMember and Engagement records.
3.2. NationBuilder
• API: People & Events endpoints — configure auto-fetch for supporter actions and attendance.
3.3. Mailchimp
• Feature: Campaign Reports API — auto-extract engagement, open/click rates post-blast.
3.4. Microsoft Power BI
• Connector: Scheduled data refresh from cloud storage/CRM, update visual dashboards for reporting.
3.5. AirTable
• Feature: Fetch & sync Bases/Records — periodic pulling of campaign tables into unified analytics.
3.6. Google Sheets
• Trigger: Webhook for new entries — auto-update summary sheets for advocacy metrics.
3.7. Eventbrite
• API: Events/Attendees endpoints — pull event participation data into campaign report pipeline.
3.8. Twitter/X
• API: Search, Hashtag, User Timeline endpoints — fetch campaign hashtag mentions for reach tracking.
3.9. Facebook Graph API
• Endpoint: /insights & /posts — auto-download post reach/engagement for advocacy campaigns.
3.10. Instagram Graph API
• Endpoint: Insights — gather post/story/campaign engagement statistics.
3.11. SurveyMonkey
• Feature: Survey Responses API — collect and consolidate participant feedback from campaign surveys.
3.12. Zendesk
• API: Ticket Events — identify campaign-relevant tickets, issues, or community queries.
3.13. HubSpot
• Feature: Workflows API — extract lifecycle stage movement and email engagement.
3.14. Monday.com
• API: Boards/Items query — aggregate project and task completion rates related to campaign actions.
3.15. Slack
• Events API: New channel messages/app_mentions — monitor campaign conversations in team spaces.
3.16. Google Analytics
• Reporting API: Custom Dimensions — track traffic spikes and conversion actions for campaign content.
3.17. Trello
• API: Card Actions endpoint — log campaign task completions for progress charts.
3.18. SendGrid
• Feature: Email Activity API — summarize advocacy email metrics for scheduled reports.
3.19. Asana
• API: Task/Project query — fetch campaign milestone achievements on interval.
3.20. Microsoft Teams
• Webhook/Event: New campaign thread or post for tracking stakeholder communication volume.

Benefits

4.1. Eliminate manual reporting, accelerate stakeholder transparency and confidence.
4.2. Immediate visibility to campaign blockers or surges, allowing faster tactic pivots.
4.3. Higher accuracy in funder and community reporting mandates.
4.4. Scalable to any campaign structure — from petitions to grassroots events.
4.5. Enables performance benchmarking across campaigns, improving future planning.
4.6. Prioritizes Indigenous data sovereignty by centralizing within approved systems and workflows.