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Challenge: Create a Digital Advocacy Month with the Same Energy as In-Person Advocacy Day

Texas REALTORS®, the state association representing over 140,000 REALTORS® in Texas, advocates for private property rights and the real estate profession at the state level. Every Texas state legislative session, over 3,000 of their members convene at the statehouse in Austin for REALTOR® Day at the Texas Capitol to meet with legislators, promote their legislative priorities, and celebrate their industry. This day of action is one of the largest grassroots lobby days at the Texas Capitol and helps support policy on behalf of real estate consumers and professionals. The COVID-19 pandemic, coupled with the 2021 Texas power grid crisis, expanded the association’s legislative priorities to include policy areas like the energy marketplace and keeping small businesses open. The association has advocated for expanding broadband internet access statewide, but the pandemic helped reinforce its importance for the state’s future. With the Capitol shuttered to large groups and the 2021 session nearing, the association’s governmental affairs team faced a serious challenge. They had a heavy load of legislative priorities, and their cornerstone advocacy event was forced to go virtual. Would they be able to spark the same momentum and excitement virtually that a 3,000-person crowd conveys? And how would their team manage such a colossal undertaking to schedule meetings with the offices of all 181 members of the Texas Legislature?

Solution: An All-in-One Tool to Manage a Month-Long Marathon of Meetings

The team worked to transform REALTOR® Day at the Texas Capitol into REALTOR® Month at the Texas Capitol, with multiple meetings scheduled every day with different legislators over four weeks. To manage their advocacy month, the team turned to Quorum as their all-in-one solution for event registration, advocate education, and relationship management between their policy team and legislators.

Action Center Designed for Education and Registration Side-by-Side

The team created an action center for their advocacy month where they posted resources on their legislative priorities alongside registration links for the meetings. They also included a link where members could find their Texas State Senator and Representative. Placing these resources side-by-side with event registration allowed members to more quickly determine which meetings they should attend and what discussion points to cover. Because Texas REALTORS® houses the association’s membership database in Quorum, the registration process was easy. Instead of having to enter in all their information for every meeting they wanted to attend, members were automatically recognized as constituents and simply selected ‘yes’ or ‘no’ for the events they wanted to attend. “Without the integrated event management with our member database, it would have been much more difficult to host something like this,” said Jaime Lee, director of advocacy communications. “Instead of linking people to 15 different things, and putting it on them to figure out, we had a cohesive action center for people to visit where they got all the information they needed. We got a lot of positive feedback from the action center, to the RSVP process, to the emails, from our membership.”

Connect Constituents to their Representatives with Quorum

With the pandemic pushing all meetings online, legislators were more strict with requiring meetings to only be with constituents as their schedules filled with Zooms. To comply with these requirements, legislative staffers requested the ZIP codes for all attendees to verify constituency status. As they worked to schedule 181 meetings, the team used their member database in Quorum to streamline the distribution of this information to legislative staffers. “Instead of having to keep going back to local boards to get ZIP code information for all attendees, it took maybe five minutes at the very most to pull this information from Quorum and send it off to the offices,” said Jami Sims, governmental affairs programs manager, who led the scheduling team.  “This was incredibly helpful, especially as we're starting to see this trend within legislative offices to ask for that information more and more. It was incredibly helpful having real names and real people to present to the elected officials to get those meetings set up.”

Quorum’s Integrated System Allows for More Proactive Engagement with Legislators

[callout align="right" heading="The YMCA planned their virtual fly-in with Quorum" button_text="See the difference it made" button_link="https://www.quorum.us/case-studies/ymca-virtual-fly-in/"]Lee and Sims’ team used Quorum for their entire public affairs operation — managing their advocacy month events and engaging with state legislators. If a state representative made a promise in a meeting with their members, the team could log notes in Quorum’s interaction logger and ping policy team members onsite at the Texas Capitol to go to that legislator’s office and follow-up while their legislative priorities were still top-of-mind. “The virtual meetings were even better because of that real-time feedback,” Lee said. “Often we would witness a meeting led by a REALTOR® who would say, ‘I really hope you will support this bill for this reason and the legislator could say, 'I’m happy to co-sponsor’ or ‘Let me know what I need to do to vote for that.’ We could then message our policy team timely and say ‘get down to this representative’s office because he's willing to co-sponsor’. Or if they said ‘I really don't know much about that issue or that bill, could you follow up?’’ we could have our policy team follow up in a way that couldn't happen at an in-person event.”

Report on Policy Developments and Advocacy Success to Members

Quorum’s integrated email tool, Outbox, helped the team communicate with members on policies that impacted their industry and encouraged deeper involvement with the association’s advocacy efforts. To monitor policy developments related to their legislative priorities during session they used Quorum’s state legislative tracking tool and set up alerts for any mentions of the issues they care about across bills and legislator dialogue. They then used Quorum Outbox to report out on those updates to their members. [post_title] => Texas REALTORS® Transforms Cornerstone Advocacy Day into Virtual Month of Action [post_excerpt] => [post_status] => publish [comment_status] => closed [ping_status] => closed [post_password] => [post_name] => texas-realtors-virtual-advocacy-month [to_ping] => [pinged] => [post_modified] => 2023-02-01 16:58:18 [post_modified_gmt] => 2023-02-01 16:58:18 [post_content_filtered] => [post_parent] => 0 [guid] => https://www.quorum.us/?post_type=resources&p=5359 [menu_order] => 0 [post_type] => resources [post_mime_type] => [comment_count] => 0 [filter] => raw ) [queried_object_id] => 5359 [request] => SELECT wp_posts.* FROM wp_posts WHERE 1=1 AND wp_posts.post_name = 'texas-realtors-virtual-advocacy-month' AND wp_posts.post_type = 'resources' ORDER BY wp_posts.post_date DESC [posts] => Array ( [0] => WP_Post Object ( [ID] => 5359 [post_author] => 12 [post_date] => 2021-07-08 19:30:50 [post_date_gmt] => 2021-07-08 19:30:50 [post_content] =>

Challenge: Create a Digital Advocacy Month with the Same Energy as In-Person Advocacy Day

Texas REALTORS®, the state association representing over 140,000 REALTORS® in Texas, advocates for private property rights and the real estate profession at the state level. Every Texas state legislative session, over 3,000 of their members convene at the statehouse in Austin for REALTOR® Day at the Texas Capitol to meet with legislators, promote their legislative priorities, and celebrate their industry. This day of action is one of the largest grassroots lobby days at the Texas Capitol and helps support policy on behalf of real estate consumers and professionals. The COVID-19 pandemic, coupled with the 2021 Texas power grid crisis, expanded the association’s legislative priorities to include policy areas like the energy marketplace and keeping small businesses open. The association has advocated for expanding broadband internet access statewide, but the pandemic helped reinforce its importance for the state’s future. With the Capitol shuttered to large groups and the 2021 session nearing, the association’s governmental affairs team faced a serious challenge. They had a heavy load of legislative priorities, and their cornerstone advocacy event was forced to go virtual. Would they be able to spark the same momentum and excitement virtually that a 3,000-person crowd conveys? And how would their team manage such a colossal undertaking to schedule meetings with the offices of all 181 members of the Texas Legislature?

Solution: An All-in-One Tool to Manage a Month-Long Marathon of Meetings

The team worked to transform REALTOR® Day at the Texas Capitol into REALTOR® Month at the Texas Capitol, with multiple meetings scheduled every day with different legislators over four weeks. To manage their advocacy month, the team turned to Quorum as their all-in-one solution for event registration, advocate education, and relationship management between their policy team and legislators.

Action Center Designed for Education and Registration Side-by-Side

The team created an action center for their advocacy month where they posted resources on their legislative priorities alongside registration links for the meetings. They also included a link where members could find their Texas State Senator and Representative. Placing these resources side-by-side with event registration allowed members to more quickly determine which meetings they should attend and what discussion points to cover. Because Texas REALTORS® houses the association’s membership database in Quorum, the registration process was easy. Instead of having to enter in all their information for every meeting they wanted to attend, members were automatically recognized as constituents and simply selected ‘yes’ or ‘no’ for the events they wanted to attend. “Without the integrated event management with our member database, it would have been much more difficult to host something like this,” said Jaime Lee, director of advocacy communications. “Instead of linking people to 15 different things, and putting it on them to figure out, we had a cohesive action center for people to visit where they got all the information they needed. We got a lot of positive feedback from the action center, to the RSVP process, to the emails, from our membership.”

Connect Constituents to their Representatives with Quorum

With the pandemic pushing all meetings online, legislators were more strict with requiring meetings to only be with constituents as their schedules filled with Zooms. To comply with these requirements, legislative staffers requested the ZIP codes for all attendees to verify constituency status. As they worked to schedule 181 meetings, the team used their member database in Quorum to streamline the distribution of this information to legislative staffers. “Instead of having to keep going back to local boards to get ZIP code information for all attendees, it took maybe five minutes at the very most to pull this information from Quorum and send it off to the offices,” said Jami Sims, governmental affairs programs manager, who led the scheduling team.  “This was incredibly helpful, especially as we're starting to see this trend within legislative offices to ask for that information more and more. It was incredibly helpful having real names and real people to present to the elected officials to get those meetings set up.”

Quorum’s Integrated System Allows for More Proactive Engagement with Legislators

[callout align="right" heading="The YMCA planned their virtual fly-in with Quorum" button_text="See the difference it made" button_link="https://www.quorum.us/case-studies/ymca-virtual-fly-in/"]Lee and Sims’ team used Quorum for their entire public affairs operation — managing their advocacy month events and engaging with state legislators. If a state representative made a promise in a meeting with their members, the team could log notes in Quorum’s interaction logger and ping policy team members onsite at the Texas Capitol to go to that legislator’s office and follow-up while their legislative priorities were still top-of-mind. “The virtual meetings were even better because of that real-time feedback,” Lee said. “Often we would witness a meeting led by a REALTOR® who would say, ‘I really hope you will support this bill for this reason and the legislator could say, 'I’m happy to co-sponsor’ or ‘Let me know what I need to do to vote for that.’ We could then message our policy team timely and say ‘get down to this representative’s office because he's willing to co-sponsor’. Or if they said ‘I really don't know much about that issue or that bill, could you follow up?’’ we could have our policy team follow up in a way that couldn't happen at an in-person event.”

Report on Policy Developments and Advocacy Success to Members

Quorum’s integrated email tool, Outbox, helped the team communicate with members on policies that impacted their industry and encouraged deeper involvement with the association’s advocacy efforts. To monitor policy developments related to their legislative priorities during session they used Quorum’s state legislative tracking tool and set up alerts for any mentions of the issues they care about across bills and legislator dialogue. They then used Quorum Outbox to report out on those updates to their members. [post_title] => Texas REALTORS® Transforms Cornerstone Advocacy Day into Virtual Month of Action [post_excerpt] => [post_status] => publish [comment_status] => closed [ping_status] => closed [post_password] => [post_name] => texas-realtors-virtual-advocacy-month [to_ping] => [pinged] => [post_modified] => 2023-02-01 16:58:18 [post_modified_gmt] => 2023-02-01 16:58:18 [post_content_filtered] => [post_parent] => 0 [guid] => https://www.quorum.us/?post_type=resources&p=5359 [menu_order] => 0 [post_type] => resources [post_mime_type] => [comment_count] => 0 [filter] => raw ) ) [post_count] => 1 [current_post] => -1 [before_loop] => 1 [in_the_loop] => [post] => WP_Post Object ( [ID] => 5359 [post_author] => 12 [post_date] => 2021-07-08 19:30:50 [post_date_gmt] => 2021-07-08 19:30:50 [post_content] =>

Challenge: Create a Digital Advocacy Month with the Same Energy as In-Person Advocacy Day

Texas REALTORS®, the state association representing over 140,000 REALTORS® in Texas, advocates for private property rights and the real estate profession at the state level. Every Texas state legislative session, over 3,000 of their members convene at the statehouse in Austin for REALTOR® Day at the Texas Capitol to meet with legislators, promote their legislative priorities, and celebrate their industry. This day of action is one of the largest grassroots lobby days at the Texas Capitol and helps support policy on behalf of real estate consumers and professionals. The COVID-19 pandemic, coupled with the 2021 Texas power grid crisis, expanded the association’s legislative priorities to include policy areas like the energy marketplace and keeping small businesses open. The association has advocated for expanding broadband internet access statewide, but the pandemic helped reinforce its importance for the state’s future. With the Capitol shuttered to large groups and the 2021 session nearing, the association’s governmental affairs team faced a serious challenge. They had a heavy load of legislative priorities, and their cornerstone advocacy event was forced to go virtual. Would they be able to spark the same momentum and excitement virtually that a 3,000-person crowd conveys? And how would their team manage such a colossal undertaking to schedule meetings with the offices of all 181 members of the Texas Legislature?

Solution: An All-in-One Tool to Manage a Month-Long Marathon of Meetings

The team worked to transform REALTOR® Day at the Texas Capitol into REALTOR® Month at the Texas Capitol, with multiple meetings scheduled every day with different legislators over four weeks. To manage their advocacy month, the team turned to Quorum as their all-in-one solution for event registration, advocate education, and relationship management between their policy team and legislators.

Action Center Designed for Education and Registration Side-by-Side

The team created an action center for their advocacy month where they posted resources on their legislative priorities alongside registration links for the meetings. They also included a link where members could find their Texas State Senator and Representative. Placing these resources side-by-side with event registration allowed members to more quickly determine which meetings they should attend and what discussion points to cover. Because Texas REALTORS® houses the association’s membership database in Quorum, the registration process was easy. Instead of having to enter in all their information for every meeting they wanted to attend, members were automatically recognized as constituents and simply selected ‘yes’ or ‘no’ for the events they wanted to attend. “Without the integrated event management with our member database, it would have been much more difficult to host something like this,” said Jaime Lee, director of advocacy communications. “Instead of linking people to 15 different things, and putting it on them to figure out, we had a cohesive action center for people to visit where they got all the information they needed. We got a lot of positive feedback from the action center, to the RSVP process, to the emails, from our membership.”

Connect Constituents to their Representatives with Quorum

With the pandemic pushing all meetings online, legislators were more strict with requiring meetings to only be with constituents as their schedules filled with Zooms. To comply with these requirements, legislative staffers requested the ZIP codes for all attendees to verify constituency status. As they worked to schedule 181 meetings, the team used their member database in Quorum to streamline the distribution of this information to legislative staffers. “Instead of having to keep going back to local boards to get ZIP code information for all attendees, it took maybe five minutes at the very most to pull this information from Quorum and send it off to the offices,” said Jami Sims, governmental affairs programs manager, who led the scheduling team.  “This was incredibly helpful, especially as we're starting to see this trend within legislative offices to ask for that information more and more. It was incredibly helpful having real names and real people to present to the elected officials to get those meetings set up.”

Quorum’s Integrated System Allows for More Proactive Engagement with Legislators

[callout align="right" heading="The YMCA planned their virtual fly-in with Quorum" button_text="See the difference it made" button_link="https://www.quorum.us/case-studies/ymca-virtual-fly-in/"]Lee and Sims’ team used Quorum for their entire public affairs operation — managing their advocacy month events and engaging with state legislators. If a state representative made a promise in a meeting with their members, the team could log notes in Quorum’s interaction logger and ping policy team members onsite at the Texas Capitol to go to that legislator’s office and follow-up while their legislative priorities were still top-of-mind. “The virtual meetings were even better because of that real-time feedback,” Lee said. “Often we would witness a meeting led by a REALTOR® who would say, ‘I really hope you will support this bill for this reason and the legislator could say, 'I’m happy to co-sponsor’ or ‘Let me know what I need to do to vote for that.’ We could then message our policy team timely and say ‘get down to this representative’s office because he's willing to co-sponsor’. Or if they said ‘I really don't know much about that issue or that bill, could you follow up?’’ we could have our policy team follow up in a way that couldn't happen at an in-person event.”

Report on Policy Developments and Advocacy Success to Members

Quorum’s integrated email tool, Outbox, helped the team communicate with members on policies that impacted their industry and encouraged deeper involvement with the association’s advocacy efforts. To monitor policy developments related to their legislative priorities during session they used Quorum’s state legislative tracking tool and set up alerts for any mentions of the issues they care about across bills and legislator dialogue. They then used Quorum Outbox to report out on those updates to their members. [post_title] => Texas REALTORS® Transforms Cornerstone Advocacy Day into Virtual Month of Action [post_excerpt] => [post_status] => publish [comment_status] => closed [ping_status] => closed [post_password] => [post_name] => texas-realtors-virtual-advocacy-month [to_ping] => [pinged] => [post_modified] => 2023-02-01 16:58:18 [post_modified_gmt] => 2023-02-01 16:58:18 [post_content_filtered] => [post_parent] => 0 [guid] => https://www.quorum.us/?post_type=resources&p=5359 [menu_order] => 0 [post_type] => resources [post_mime_type] => [comment_count] => 0 [filter] => raw ) [comment_count] => 0 [current_comment] => -1 [found_posts] => 1 [max_num_pages] => 0 [max_num_comment_pages] => 0 [is_single] => 1 [is_preview] => [is_page] => [is_archive] => [is_date] => [is_year] => [is_month] => [is_day] => [is_time] => [is_author] => [is_category] => [is_tag] => [is_tax] => [is_search] => [is_feed] => [is_comment_feed] => [is_trackback] => [is_home] => [is_privacy_policy] => [is_404] => [is_embed] => [is_paged] => [is_admin] => [is_attachment] => [is_singular] => 1 [is_robots] => [is_favicon] => [is_posts_page] => [is_post_type_archive] => [query_vars_hash:WP_Query:private] => 28f93ffdc189fc6b74be9f69e34e578f [query_vars_changed:WP_Query:private] => [thumbnails_cached] => [allow_query_attachment_by_filename:protected] => [stopwords:WP_Query:private] => [compat_fields:WP_Query:private] => Array ( [0] => query_vars_hash [1] => query_vars_changed ) [compat_methods:WP_Query:private] => Array ( [0] => init_query_flags [1] => parse_tax_query ) )
!!! 5359
Case Study

Texas REALTORS® Transforms Cornerstone Advocacy Day into Virtual Month of Action

Claire Miller
Jul 8, 2021
Texas REALTORS® Transforms Cornerstone Advocacy Day into Virtual Month of Action

Challenge: Create a Digital Advocacy Month with the Same Energy as In-Person Advocacy Day

Texas REALTORS®, the state association representing over 140,000 REALTORS® in Texas, advocates for private property rights and the real estate profession at the state level. Every Texas state legislative session, over 3,000 of their members convene at the statehouse in Austin for REALTOR® Day at the Texas Capitol to meet with legislators, promote their legislative priorities, and celebrate their industry. This day of action is one of the largest grassroots lobby days at the Texas Capitol and helps support policy on behalf of real estate consumers and professionals.

The COVID-19 pandemic, coupled with the 2021 Texas power grid crisis, expanded the association’s legislative priorities to include policy areas like the energy marketplace and keeping small businesses open. The association has advocated for expanding broadband internet access statewide, but the pandemic helped reinforce its importance for the state’s future.

With the Capitol shuttered to large groups and the 2021 session nearing, the association’s governmental affairs team faced a serious challenge. They had a heavy load of legislative priorities, and their cornerstone advocacy event was forced to go virtual. Would they be able to spark the same momentum and excitement virtually that a 3,000-person crowd conveys? And how would their team manage such a colossal undertaking to schedule meetings with the offices of all 181 members of the Texas Legislature?

Solution: An All-in-One Tool to Manage a Month-Long Marathon of Meetings

The team worked to transform REALTOR® Day at the Texas Capitol into REALTOR® Month at the Texas Capitol, with multiple meetings scheduled every day with different legislators over four weeks. To manage their advocacy month, the team turned to Quorum as their all-in-one solution for event registration, advocate education, and relationship management between their policy team and legislators.

Action Center Designed for Education and Registration Side-by-Side

The team created an action center for their advocacy month where they posted resources on their legislative priorities alongside registration links for the meetings. They also included a link where members could find their Texas State Senator and Representative. Placing these resources side-by-side with event registration allowed members to more quickly determine which meetings they should attend and what discussion points to cover. Because Texas REALTORS® houses the association’s membership database in Quorum, the registration process was easy. Instead of having to enter in all their information for every meeting they wanted to attend, members were automatically recognized as constituents and simply selected ‘yes’ or ‘no’ for the events they wanted to attend.

“Without the integrated event management with our member database, it would have been much more difficult to host something like this,” said Jaime Lee, director of advocacy communications. “Instead of linking people to 15 different things, and putting it on them to figure out, we had a cohesive action center for people to visit where they got all the information they needed. We got a lot of positive feedback from the action center, to the RSVP process, to the emails, from our membership.”

Connect Constituents to their Representatives with Quorum

With the pandemic pushing all meetings online, legislators were more strict with requiring meetings to only be with constituents as their schedules filled with Zooms. To comply with these requirements, legislative staffers requested the ZIP codes for all attendees to verify constituency status. As they worked to schedule 181 meetings, the team used their member database in Quorum to streamline the distribution of this information to legislative staffers.

“Instead of having to keep going back to local boards to get ZIP code information for all attendees, it took maybe five minutes at the very most to pull this information from Quorum and send it off to the offices,” said Jami Sims, governmental affairs programs manager, who led the scheduling team.  “This was incredibly helpful, especially as we’re starting to see this trend within legislative offices to ask for that information more and more. It was incredibly helpful having real names and real people to present to the elected officials to get those meetings set up.”

Quorum’s Integrated System Allows for More Proactive Engagement with Legislators

Lee and Sims’ team used Quorum for their entire public affairs operation — managing their advocacy month events and engaging with state legislators. If a state representative made a promise in a meeting with their members, the team could log notes in Quorum’s interaction logger and ping policy team members onsite at the Texas Capitol to go to that legislator’s office and follow-up while their legislative priorities were still top-of-mind.

“The virtual meetings were even better because of that real-time feedback,” Lee said. “Often we would witness a meeting led by a REALTOR® who would say, ‘I really hope you will support this bill for this reason and the legislator could say, ‘I’m happy to co-sponsor’ or ‘Let me know what I need to do to vote for that.’ We could then message our policy team timely and say ‘get down to this representative’s office because he’s willing to co-sponsor’. Or if they said ‘I really don’t know much about that issue or that bill, could you follow up?’’ we could have our policy team follow up in a way that couldn’t happen at an in-person event.”

Report on Policy Developments and Advocacy Success to Members

Quorum’s integrated email tool, Outbox, helped the team communicate with members on policies that impacted their industry and encouraged deeper involvement with the association’s advocacy efforts.

To monitor policy developments related to their legislative priorities during session they used Quorum’s state legislative tracking tool and set up alerts for any mentions of the issues they care about across bills and legislator dialogue. They then used Quorum Outbox to report out on those updates to their members.

“
“It has been very, very helpful, to not only track official documents but also tracking our own documents and upload them so we can very neatly tie together ‘what we do for this issue.’ With Quorum, it's very easy to take a snapshot of everything we do, put it into the system, and see our overall advocacy successes.”
Jami Sims, Governmental Affairs Programs Manager at Texas REALTORS®

Impact: 181 Virtual Meetings Create New Opportunities to Connect with Legislators

With the Capitol closed for large groups, the Texas REALTORS® advocacy month provided space for elected officials to connect with constituents, restoring a vital part of the legislative process that waned with the pandemic.

“A lot of legislators haven’t really been able to meet with constituents due to the pandemic, so they were excited to see their constituents in a virtual environment and still have those engagements,” Sims said.

“While I think everyone prefers in-person opportunities, legislators weren’t getting as many virtual opportunities with constituents as they may have liked. We got a lot of really positive feedback about creating that opportunity for them to meet with actual constituents.”

The virtual meeting environment also allowed the association’s entire 140,000-plus membership access to attend events. Instead of having to take time off from their busy schedules to travel to Austin, REALTORS® could access the meetings from across Texas, lowering the time commitment barrier and boosting overall turnout. Using Quorum to maintain the RSVPs of 140,000-plus members allowed for a coordinated communications and events management strategy.

“The ability to do this virtually allowed us to reach hundreds of thousands more members than we have historically,” Lee said. “We were often limited based on room capacity, but we didn’t have those limitations with a virtual event. That has been a game-changer for us, reaching more members and demonstrating to them the value that the advocacy team has through their leaders and the staff. We’re able to reach so many more members of the association thanks to Quorum.”

See how Quorum can maximize your advocacy event’s impact