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How to Optimize Your Back Office to Track RSVP Campaign Responses in WeezCrew

Following up on volunteer and staff responses after launching an RSVP campaign is critical for operational scheduling. Using the WeezCrew Members module, you can segment responses, organize dynamic views into folders, customize table columns, and export real-time rosters.

Step 1: Filter Members by Their RSVP Response

To isolate members according to their answer:

  1. Navigate to the Members module.

  2. Click the Filters button.

  3. Search for and select the custom field linked to your attendance question (e.g., "Will you attend the volunteer party?").

  4. Select the specific value corresponding to the status you want to analyze (e.g., confirmed attendance).

  5. Apply the filter to immediately display the list of respondents matching that choice.

Step 2: Create and Organize Saved Dynamic Views

To avoid re-filtering every time you log in, save your search criteria into organized dynamic views:

  1. Save the View: Click Save View, choose Create a New View, and provide a clear title (e.g., Confirmed Attendance).

  2. Create a Storage Folder: To keep your sidebar organized, create a dedicated folder for your event edition or RSVP campaign.

  3. Move the View into a Folder: Click the three dots actions menu next to your saved view and select Move to Folder.

  4. Segment Remaining Statuses: Repeat this procedure for the other response outcomes (e.g., create a view named Confirmed Absences filtering for "I cannot attend" and a view named Awaiting Response filtering for empty values).

Step 3: Customize Columns and Export Data

Adjust table fields to show critical operational details before exporting rosters:

  1. Edit Columns: Click the Edit Columns button located at the top of the table.

  2. Add Relevant Data Points: Check the boxes for fields you need on site or during follow-up (such as phone numbers, email addresses, dietary requirements, or shirt sizes).

  3. Save Layout: Click Save View to freeze and preserve your column display arrangement.

  4. Export Data: Click the three dots actions menu in the upper right corner of the Members module to select an export method:

    • Excel / CSV Export: Download an offline spreadsheet for manual review or print distribution.

    • API Stream: Connect and synchronize the dynamic view URL in real time with an external spreadsheet tool like Google Sheets or Microsoft Excel.

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