New Fireside CRM Instant Person Search

We’ve been working hard on a new Instant Person Search for our Fireside CRM and we’ve launched it this week as the default search for all of our CRM clients. We are always looking for ways to make the Fireside CRM simpler, faster and better and we’re very excited about this new search. I wanted to thank many of you who gave us great feedback after being invited to a preview this new tool.

This new search will help you find people faster than ever before and it is the best way to log in phone calls. Here’s how it works: when you go to the People App of your Fireside CRM account, you will now see one big search box instead of the old search. Just start typing and get ready to see your results! You can type any combination of name, address, phone number, email or organization — in any order — to instantly narrow down your search results.

The technology that powers this search is quite advanced and lends itself to the unique way we manage customer accounts and data on the Hill. No other vendor on the Hill has the technology or capability to support a search this fast and powerful! This new feature is a result of the hard work of Mark Soldavini who originally conceived of the idea and experimented with new search technologies during a “FedEx” developer day here last May.

Thank you, and we hope you love this new feature!

RT @timoreilly: Really insightful post by @cjoh: Government is not a startup (what we need to fix if we want agile government IT)...

RT @dumainblogette: Tues. Campus Notebook: Some Congressional websites get 'Gold Mice,' the others not so much. http://t.co/0Bad00OP

Congrats to @reppaulryan and @edworkforce for winning @congressfdn Platinum Mouse Awards for the best House and Committee website...

We'll be SPARKing more ideas tomorrow about constituent outreach, plus Brad Fitch from CMF will join us http://t.co/C9yzPQrJ

@congressfdn key findings: 1. Volume up 200-1,000% 2. Offices are still listening and responding 3. Smart tech helps manage the load...

Fireside21 on Twitter >>

Leverage the State of the Union to Build Your Email Subscribers

This week’s State of the Union is one of the most high profile events on the Congressional calendar. It presents a perfect opportunity to reach out to your constituents and build your email subscriber count.

Here’s How

As we have said before, a web survey is the best way to capture feedback and email subscriptions from constituents. For the SOTU, put together a short survey, perhaps just one yes/no question:

Did you like the ideas President Obama proposed in his SOTU address?

Additionally, you’ll want to require email address, and perhaps first name, last name and address. Finally, add your opt-in field to ask if folks would like to receive updates from your office.

Then prep a short email with about 100 words and a link to your survey. You will wan to send this to your ‘all emails’ list. Since this will be sent to non-subscribers, this will need to be franked, but all this can be set up today in about 15 minutes.

Both the email and survey could certainly be a more complex, but keeping it short and generic will let you get this done quickly with ample time to get franking approval.

Share a comment later this week letting us know how many new subscribers you collected?

Related Fireside Web and Email tutorials:

Tag Your Case Form Letters and Keep Them Separate

You can now separate the form letters that you use within the MailRoom from forms that you use for Casework. When creating or editing a form letter, you can select whether the form is available Anywhere, within the MailRoom, or within the Casework tools. Additionally, the Casework section of site now has its own Form letters tab where you can directly access the forms exclusively tagged as Case forms.

We have examined your account history to automatically tag your existing forms with either the “MailRoom” or “Casework” tag. This will really simplify things, especially for caseworkers, but we may need to help you in re-tagging some forms or help you in finding something that doesn’t appear where it used to! Thanks to all our caseworkers whose feedback led to this new feature!

Better Casework Printing and New MailRoom Features

We recently launched a couple of enhancements to our Fireside CRM based on our client’s feedback. Keep the good ideas coming!

Attach Files to MailRoom Emails
Outbound correspondence emails now support attaching files such as CRS Reports and PDF forms. Once an email has been sent the list of attachments can not be modified. At this point, this is only supported within individual pieces of mail and not form letters nor batch mass updates.

More Mail History
Previously, mail history only included entries for staff assignment and status changes. It now also includes entries for the following:

  • Mail being added or removed from a batch
  • Form letter being customized/uncustomized
  • Customized letters being edited
  • Form changed from one to another
  • Letter printed/Email sent

Network Printing From Casework *
Selecting print from a Casework letter now gives you the option to print to network printers or to download the document for local printing. The dialog explains how to have a network printer setup for your office.

* This functionality may need to be enabled for you by Fireside21.

A Few Enhancements for Casework and Mailroom Tools

We recently launched some pretty great enhancements to the Fireside CRM Casework and Mailroom tools. Here’s a quick overview:

Casework

Daily reminders email
Caseworkers will now receive an email from the Fireside CRM in the morning listing cases with reminders set for that day.

A new sorting option in My Cases
There is now a Modified header in My Cases that you can use to sort cases to find cases you were recently working on.

Send an email notification when you re-assign a case
When creating a new case or changing the assignment of an existing case you can now opt to send a notification to the person the case has been assigned to. When changing assignments you can include a note that will be sent with the notification.

Attach files to case emails
Email activities can have file attachments, such as PDFs, Word Documents, etc., that are sent with the email.

Mail Room

Smarter response “type” selector
Fireside CRM will not let you log an email to a person who does not have an email address. Similarly the response type can not be changed later to email. Same behavior for phone numbers. Letters however will allow you to log or change type for users without a postal address after viewing a warning. This is to support the case where a letter just needs to be printed for proof-reading purposes.

Digital mail previews
You can now view the contents of digital mail (the text and image version) right from the outbound page (response) for the correspondence.

Rep. Crawford’s Fresh New Website

Rep. Crawford’s new website highlights all of the most important content right on the homepage. Visitors can quickly make requests to the office, sign up for the e-newsletter, and catch up on the latest news.

Fireside CRM Updates: Making It Faster

In our last post, we mentioned the big updates that we recently launched to the Fireside CRM and our goals to improve the user experience. Our next goal is something that we work on all the time–not just with big updates.

Goal 2: Increase Mail Room Speed

Context menu

Context menus now appear when you click on any of the rows in most of our mailroom lists. The new menus provide faster access to common functions unique to each list.

Progress indicator

In this latest Mail Room enhancement we’ve added a progress indicator to let you know when page is doing something that might take a second or two.

Bulk mailing performance improvements

We made it faster! Plus, we have updated the Bulk Mail page to list all past mailings as opposed to just the most recent items.


BIG Updates to the Fireside CRM

More clients have migrated to our Fireside CRM than any other platform over the last two years, but we’re not resting on this success. Over the past few months we have been working on some big updates to the list views within the Mail Room module of the Fireside CRM with three goals in mind:

  1. Make it easier to find items that you “own”
  2. Increase Mail Room Speed
  3. Provide a consistent user interface throughout the Mail Room

Goal: Make it easier to find items that you “own”


Manage your batches from My Mail

Sometimes you just want to see the mail that’s in your batches without having to sort through all of the batches that ever existed. Now you can do just that from the My Mail screen. You can also perform common batch operations like “Print/Send” and “Modify” from within My Mail.


Back button support for all pages and filtering options

You can now reliably use your back button or mailroom tabs to return to previously filtered content. We’ve added a “Reset Filters” button so that you can always go back to the default filter set.


Mail Summary on the top of list pages

So that you’ve always got a view of how much mailroom work you’ve got on your plate, we’ve added a handy summary to the top of every list page which allows you to quickly reach your assignments.

Check back soon to see the features we implemented for our remaining goals!

Spark Wrap Up: Franking Rules & Regulations

Today was the final session in our 2011 Spark Workshop series. Thanks to you all for coming out to these events and for all of the feedback you had for our team.

We covered a lot of material today and since we didn’t produce a packet like the last couple of workshops, I waned to be sure to post both the slide deck and “cheat sheet” right away:

Thanks again, and please leave your comments here about topics for 2012 Spark Workshops!

Two Fireside21 Clients Win CMF Platinum Mouse Awards

  • October 24th, 2011
  • Posted by Ken in CMF

Congratulations to all of our clients who won Platinum, Gold, Silver and Bronze Mouse Awards for having the best websites on Capitol Hill! Year after year, more Fireside21 clients receive this recognition than any other vendor.

Just like the Congressional Management Foundation, we’d like to single out Rep. Paul Ryan and the Committee on Education and Workforce for being awarded the Platinum Mouse for the #1 House Member and #1 Committee website. Here’s a list of all our award-winning clients:

Platinum (Best in Class)

Gold (A+)

Silver (A)

Bronze (A-)

Fireside CRM Updates: Consistent User Interface

Our last two posts have outlined the CRM updates that we recently launched. Our final goal and related platform enhancements are lited below.

Goal 3: Provide a consistent user interface throughout the Mail Room

Standardized filtering

The new filtering panel on the left side of many lists allows you to easily see, at a glance, how many items of various types are your lists. You can also use the filtering panel to narrow down your lists, hiding and showing items based on common characteristics.


Improved column organization

So that you can more easily see at a glance what is in each list, we’ve cleaned up the column organization, putting the most important elements first and reducing some of the clutter within the columns.

Improved visualization of expanded list views

When you expand a row in the My Mail, Email Inbox or Batch Mail sections, you should now see an easier to read format that mimics a typical email conversation. We’ve also added a few extra fields to make it easier to copy/paste from this section.

Standardized toolbar

Our new toolbar gives you easy and consistent access to all of the common list operations like “Expand”, “Select All” and “Create.”

Spark Wrap Up: Build a Better Communications Plan

We hosted another great Spark Workshop last week. We were joined by guest speaker, Brad Fitch of the Congressional Management Foundation before transitioning to focus on the main topic: Building a Better Communications Plan.

Here is a general overview:

  1. Plan ahead.
  2. Plan ahead.
  3. Plan ahead.

Seriously, plan ahead! If you take a closer look at the slide deck (PDF), you’ll see we also stressed identifying all of the channels you want to communicate through, assembling a team to carry the load and spreading out drop dates across your various campaigns.

We have one more Spark Workshops planned for 2011 focusing on franking rules and regulations. We’ll offer a primer and give a preview of some new policies going into effect next year. You can register on the Spark Workshop website.

Blue Dog Coalition Launches a New Website

The Blue Dog Coalition recently launched a new website to serve as a landing area for news related to their work. The clean layout provides easy access to news, social media, and coalition action

Mail Volume to Congress Growing Exponentially – How Technology Makes a Difference

  • October 4th, 2011
  • Posted by Ken in CMF

We’re excited to announce the publication of a new Congressional Management Foundation (CMF) report that Fireside21 sponsored and helped produce, “Communicating with Congress: How Citizen Advocacy is Changing Mail Operations on Capitol Hill.” The report confirms the trends we have seen with our clients – offices on the Hill continue to experience exponential growth in correspondence from their constituents, between 200 and 1,000 percent growth over the last decade.

For those of us who work in the constituent relationship management (CRM) arena, this is not surprising news. E-mail, websites and social media have given voters new and easier ways to contact their representative, and as a result, the volume of constituent communications has grown dramatically.

The report reveals several important figures. The first is that responding to constituent messages continues to be an important effort in congressional offices. Of those surveyed for the report, 95 percent of Senate staff and 89 percent of House staff said responding to constituent communications is a high priority. There is a corollary in another recently released CMF report on social media that offices highly engaged on Facebook and Twitter “believe the Internet has improved the dialogue between citizens and Congress.” This is good news for both citizens and advocacy organizations.

The Internet has driven many good-government initiatives forward, such as increased transparency and accountability, but there has been concern that this influx of messages to elected officials would paralyze offices. This, however, has not been the case throughout Congress. The CMF reported that 58 percent of staffers said they spend more time on constituent communications than they did two years ago. Further, 46 percent said their offices have upped mail operation resources to handle the growing volume.

The second revealing figure indicates that many of the challenges offices face in responding to constituents can be solved with better processes and technology. Offices are increasingly using e-mail to respond to constituent correspondence. The CMF report notes that 86 percent of congressional offices answer all or most of their constituent e-mail with an e-mail. This is up from 37 percent in 2005. One contributing factor in this shift is that legislators and their staff are more comfortable using the technology, overcoming a past concern that “e-mail responses would be altered, which could result in the misrepresentation of the Member’s position.”

The senior managers and staffers surveyed for the CMF report all noted the same top challenges to responding more quickly to constituent correspondence. Senior managers and staffers concurred that mail volume is a major concern, but for the staffers whose primary task is answering mail, the “review and approval process” was indicated as an even bigger hurdle. The process for responding to a constituent inquiry or concern can be laborious and time consuming, requiring approval from multiple levels of the congressional staff hierarchy.

One solution to challenges with volume and approval is to adopt CRM technologies as quickly as possible. Technologies such as our Fireside CRM software make it easier for offices to interact with voters by bringing together all communications tools into a central hub. This means office staff spends less time managing casework and correspondence and more time serving constituent needs. It also means the arduous approval process can be streamlined. Fireside21 software, for example, offers notification alerts and better filters for more efficient viewing and approval.

Even in tough economic times and with office budget cuts, there are technological solutions available to Congress. To improve CRM capabilities, offices need not spend more but should spend smarter. The tools that facilitate constituent communications are available today, and as the CMF report shows, they can make all the difference.

A Look at the New Republican Study Committee Website

The newly redesigned Republican Study Committee (RSC) website has a very modern look and feel, but it remains user-friendly. Visitors can quickly catch up on news items, sign up for email updates, and read RSC tweets right on the homepage.

A New Look for Congressman Schilling’s Website

Congressman Schilling’s new website makes it simple to keep up with what’s going on in the district. The modular layout makes it easy to scan for important information.

Spark Workshop Wrap Up: Getting the Most Out of Email

Thanks to those who came out to our Spark Workshop last Friday! We had a great presentation and conversation about Getting the Most Out of Email. If you were not able to make it, we discussed:

  1. Casting a wide net to collect emails
  2. Smart ways to convert addresses to subscribers
  3. Best practices to maximize the reach and impact of your messages

Here is a link the the slide deck: Spark Workshop – September 2011 (PDF).

We are excited about both our October and November Spark Workshops too. Next month we will be talking about building a multi-faceted communications plan for offices that are beginning to be spread thin with social media along with traditional outreach. Brad Fitch of the Congressional Management Foundation will also join us to introduce a new CMF report on constituent mail co-sponsored by Fireside21.

Get more information and register for these upcoming events on the Spark Workshop website.

RSVP for the First Fireside21 Spark Workshop – Sept. 23

Here at Fireside21, we understand that the Hill is constantly changing. Staffers transition in and out of offices over time and change positions within offices as they gain experience. Because of this, it can be difficult to maintain institutional knowledge about how best to get things done.

The Fireside21’s Spark Workshops will cover a range of topics that are important to congressional offices: website management, enewsletters, telephone townhalls, constituent mail and casework. We live and breathe this stuff and want to share our tips and wisdom to help you become more productive and responsive to the demands in a modern congressional office. You’ll find information about the first Spark Workshop below. Click here to register for any of our upcoming workshops.

Get the Most out of Email
September 23 at 2pm – Room 2360, Rayburn HOB

Growing your opt-in lists and communicating via email is a requirement for your office. This is your opportunity to learn from the experts at Fireside21 about what works and what you need to avoid to maximize your email outreach. Register here.

The House Committee on Financial Services Launches a New Website

The House Committee on Financial Services (majority) launched a new website to serve as a central location to learn about committee action. The homepage features videos, stories, and social media integration to make it easy for visitors to stay up-to-date with the committee.

A Redesign for Congressman Tiberi

The newly launched redesign for Congressman Tiberi provides a great resource for the 12th District of Ohio.