top of page

Case Studies

In our Case Study videos, we share some favorite recent solutions that we helped our clients implement. We want to continue to create a community between our organizations, to spark new ideas and enhance the membership experience.

Phi Mu: Dynamic Filters on Dashboards

phimu_logo.png

In this case study, see how Phi Mu uses ChapterSpot to visualize KPIs through dashboards and use those dashboards to help drive action for staff members.

psr_logo.png

Phi Sigma Rho: Convention Voting

In this case study, see how PSR uses ChapterSpot to handle convention voting via the Portal and view voting totals in real-time on Salesforce.

Tri Delta: Day of Giving Page

tridelta.png

In this case study, see how Tri Delta uses ChapterSpot to communicate Day of Giving data with staff and trustees and allow trustees to send pre-populated texts to donors.

Phi Delta Theta: Managing Chapter Accreditation

phidelt_logo.png

In this case study, see how Phi Delt uses ChapterSpot to centralize chapter accreditation data and give a real-time summary of chapter accreditation.

Kappa Alpha Theta: Cross Filter Reports

theta_index_logo.png

In this case study, see how Theta uses ChapterSpot to ensure data accuracy with reports and answer deeper questions in reports by utilizing cross filters.

Phi Kappa Tau: Graduation Role

pkt_logo.png

In this case study, see how PKT uses ChapterSpot to track key performance indicators (KPIs) in reports and measure KPIs by tracking graduation rate.

Theta Chi: Tracking Expansions and Recruitment

thetachi_logo.png

In this case study, see how Theta Chi uses ChapterSpot to view advanced tracking for Potential New Members (PNMs) and track event registration and attendance.

Tri Delta: Search By Initiation Date

tridelta.png

In this case study, see how Tri Delta uses ChapterSpot to let members to view who they want to school with and how they easily reconnect with alumni for foundation efforts.

Zeta Beta Tau: Tracking Next Giving Level

ZBT+fraternity+big+use.png

In this case study, see how ZBT uses ChapterSpot to inspire donors to reach the next giving level and measure giving level data to determine solicitation strategies.

bottom of page