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Using the Action Tracker

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Description

This training page covers important details about how to use CCL's Action Tracker, an online application that will log and display the actions CCL supporters are taking every day to build political will for climate action.

Breadcrumb
/topics/group-administration
TOC and Guide Section
 
What actions should we log?

If an action checks the three following boxes then log the action:

  • builds political will for action on climate change,
  • is consistent with CCL's core values, and
  • is related to one of the levers of political will (see below),

Note: To be logged, an action can be in pursuit of either federal or state-level efforts to build political will for action on climate change. Furthermore, actions don’t need to mention CCL’s favored policy, the Energy Innovation Act, or CCL to be logged.

Why should we log our actions?
  • Being able to disclose the actions taken by CCL Supporters to Congress, media organizations, foundations, et cetera, demonstrates CCL’s effectiveness and helps to build the political will for climate solutions.
  • Being able to visualize the number of activities performed by month and year, chapters will have a better ability to plan and assess their progress.
  • By logging your actions, you can see how the work you're doing contributes to the success of your chapter, state, or region.
Who logs an action?
  • Usually, the person who completed or organized the action, but Group Leaders can log actions on behalf of others.
  • Some local chapters may have designated a point person to log all actions, so please check with your local chapter’s Group Leader(s) or At-Large Group Leader(s). 
What if I participated in a specific action but do not see my name or photo on the participant’s list?
  • Click the “ Add Me” link underneath the list of participants.
  • Note: for data security purposes, a person can not add themselves to a lobby meeting or legislator contact action. 
What types of actions are associated with each lever of political will?

Currently, each action type represents one of the levers of political will. 

  • Contact with Legislator: calling, emailing, writing letters, asking town hall questions, interacting with a legislator on social media, or a lobby meeting with a legislator or their staff.
  • Media/Publication: submitted or published letters to the editors, op-eds, editorials, articles, and radio segments or TV broadcasts.
  • Grassroots Outreach: organizing or participating in tabling, presentations, or other community outreach events.
  • Grasstops Engagement: meetings with potential or current endorsers, or newspaper editorial boards.
  • Chapter Development: attending regularly scheduled chapter meetings or other local chapter-related meetings.
  • Other
How does the Action Tracker differ from Field Reports?
  • While there are many improvements, the Action Tracker should feel similar to Field Reports.
  • Improvements include:
    • Design. A modern and cleaner web app design that’s easier to navigate.
    • Action Dashboard. The Action Tracker includes an action dashboard where actions are displayed graphically by month for your chapter, state, and region.
    • Add multiple volunteers. The Action Tracker associates a specific action with one or more individuals and their chapter(s). CCL Volunteers can add themselves to actions that occurred in their chapter, like a chapter meeting.
    • New action types. An expanded array of reportable actions include: submitting media for publication (not just getting published), meetings with community leaders or influencers, attending a chapter meeting, or participating in an action (attending a tabling event). Additional action types will be reportable in the future.
    • Edit and Delete. People who log an action can edit or delete that action after submitting it. Group Leader(s) can edit or delete actions within their chapters.
How do I give feedback or report an issue?
What kinds of social media actions count and how do I find the link for my action?
  • Effective interactions on social media vary by platform, but overall any action you take on any platform that can be identified as building climate action support and is aligned with CCL's levers of political will and core values can count as an action. For example, social media actions could vary from commenting on your member of Congress's posts on Facebook, tweeting about your own local chapter meeting and tagging other members or creating an Instagram story, it's up to the individual who wants to track their own actions through the platform. To find the link for your post, follow the instructions below depending on your platform:
  • Twitter: Find your tweet (you may need to go to your profile), click on the tweet. Click the icon with the up arrow in the toolbar at the bottom of the tweet then click “Copy Link to Tweet."
  • Facebook: Find your post. Click on the timestamp. It should open your post in it’s own page. Copy the link from your browser’s address bar.
  • Instagram: Find your post. Click on the Share (paper airplane icon) toward the bottom of the post. Click Copy Link.
Who can see what on the activity dashboard? 
  • An individual volunteer sees their actions, their group’s actions, and an aggregated total of actions in their state and region for each category.
  • State Coordinators can see all chapters in their state and regional totals.
  • Regional Coordinators can see all chapters and states in their region and all-region totals.
Why can’t I see Lobby Meeting details?
  • Currently, only the lobby meeting date is displayed. In a future version of the Action Tracker, meeting details and minutes will be accessible to the person who submitted the meeting minutes and the congressional liaison.
Are grasstops meetings logged in the Action Tracker synced to the Grasstops Engagement Tracker or vice versa?
  • No, please record meetings with community leaders and influencers in the Action Tracker.
Will I see actions recorded in the Grasstops Engagement Tracker in the Action Tracker?
  • Not at this time. 
Are actions completed via online action tools (example) and Monthly Calling Campaign automatically logged to the Action Tracker? 
  • Yes, with a slight delay. 
  • It can take up to 48 hours for calls made via the Monthly Calling Campaign to appear in the Action Tracker.
  • It can take up to a week for actions completed via any of our CCL online action tools to appear in the Action Tracker.
Length
Press play to start the video (34m 20s)
Video Outline
To skip ahead to a specific section go to the time indicated in parenthesis.

Intro & Agenda
(from beginning)

Why Was The Tracker Created?
(3:13)

What Are The New Benefits?
(6:23)

Tutorials: How Do I…?
(10:45)

Testimonials From Volunteers
(27:10)

Future Plans
(30:44)
Instructor(s)
  • Alaina Coppa
  • Bryan Hermsen
  • Craig Thompson
Downloads

View the Google Slides presentation.

Download the video.
Audio length
Press play to start the audio (34m 20s)
Audio embed code
Audio Outline
To skip ahead to a specific section go to the time indicated in parenthesis.

Intro & Agenda
(from beginning)

Why Was The Tracker Created?
(3:13)

What Are The New Benefits?
(6:23)

Tutorials: How Do I…?
(10:45)

Testimonials From Volunteers
(27:10)

Future Plans
(30:44)
 
Instructor(s)
  • Alaina Coppa
  • Bryan Hermsen
  • Craig Thompson

 
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To Print
Instructions for printing this page on Community.
Category
Training
Topics
Chapter Organizing
Format
Audio / Video, XPresentation, Presentation
File Type
PDF (.pdf)