My development team sent me the below request for engagement plans.
$10K+
If the donor has a mailing address, email address, and phone number
M1 - TY note from contact owner
M2-M10 - Email blog post, impact report, or video; or call with an update/catch up
M3 - TY phone call from XX
M11 - “Year of Impact” send, ask for renewal of gift
If the donor has only a mailing address and phone number, but no email
M1 - TY note from contact owner
Q1 and Q2 - Mail formatted blog post or impact report; or call with an update/catch up
M3 - TY phone call from XX
M10 - Send printed “Year of Impact” via mail
M11 - Phone call to update and ask for renewal
If the donor has only a mailing address
M1 - TY note from contact owner
Q2-Q3 - Mail formatted blog post or impact report
M11 - Send printed “Year of Impact” via mail with a renewal ask
If the donor has only an email address
M1 - TY email from contact owner
M2-M10 - Email blog post, impact report, or video; or call with an update/catch up
M3 - TY email from XX
M11 - “Year of Impact” send, ask for renewal of gift
My questions are:
What’s the best way to assign these different engagement plans?
-Use process builder to determine if someone has an email but no physical address?
-Should I create chec kboxes for each of the different categories and mass update the check boxes and use them as a way to assign the engagement plan?
Is there a way to have a task set for a specific date? For example, in Q2 on a specific date we want to send someone an impact report, not days after they give.
-How can I assign a specific task in the engagement plan to the contact owner?
