The work you do to build your stakeholder relationships and influence policy outcomes doesn't always fit neatly into predefined categories. Interactions like PAC donations, fundraisers, coalition meetings, and community events shape relationships and outcomes just as much as a formal lobbying meeting or a fly-in. If you can't record them, you can't report on them. And if you can't report on them, they don't count.
With Custom Action Types, PolicyNote now gives your team the flexibility to track every engagement that matters to your organization. Not just the ones that fit a default list.
Build a Complete Record of Your Government Affairs Activity
PolicyNote has always allowed teams to log key interactions with policymakers and stakeholders. With this release, organizations can now create and manage their own custom action types.
Whether your organization needs to track:
- PAC donations and fundraising activity
- Community events and public appearances
- Coalition coordination meetings
- Executive or board member engagements
- Any other interaction unique to your organization's strategy
Custom Action Types let you define the categories that reflect how your team actually works, and log them alongside everything else in PolicyNote.
Why It Matters for Government Affairs
The ability to demonstrate impact to leadership, boards, members, and donors depends on having a complete, accurate record of advocacy activity. When interactions go untracked because there's no category to put them in, the picture your reporting tells is incomplete, and your function's full contribution goes unrecognized.
Custom Action Types close that gap. By giving your team the flexibility to capture the full range of engagements, including grassroots advocacy data from VoterVoice, in one place. PolicyNote becomes a more complete source of truth for your organization's policy influence. Making reporting more accurate, budget conversations more defensible, and the team's impact more visible.
Want to see how PolicyNote can help your team capture and communicate the full scope of your government affairs activity? Request a demo today.