Engagement plans are an NPSP feature that automate creating and assigning Salesforce tasks, so your staff has a clear list of what to do and when. Depending on the situation, you can create a series of independent or dependent tasks, so they can be completed in any order or following a specific sequence.
What is an engagement plan and why is it important?
An Engagement Plan is a set of tasks (literally a “plan”) that helps you engage with your constituents. The most common example of an Engagement Plan is one that helps you track engagement activities for Major Gifts.
What are engagement plans in NPSP?
Nonprofit Success Pack (NPSP) adds Engagement Plans, a way to organize and assign common tasks to help your teams engage with your constituents in consistent and personalized ways. Engagement plans are created from Engagement Plan Templates, another record that collects all of the tasks that can be applied to contacts, accounts, and campaigns.
What is the difference between Salesforce and nonprofit success pack?
Salesforce, on its own, includes ways to track activities like tasks, emails, calls, notes, and events. Nonprofit Success Pack (NPSP) adds Engagement Plans, a way to organize and assign common tasks to help your teams engage with your constituents in consistent and personalized ways.
How do I use the engagement plan template?
The Engagement Plan Template simply defines the set of tasks for the process. To apply the process to a particular record, you must assign the Engagement Plan template to the record. Click New to create a new Engagement Plan Template.
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What are engagement plans?
An Engagement Plan is a set of tasks (literally a “plan”) that helps you engage with your constituents. The most common example of an Engagement Plan is a plan that helps you track engagement activities for Major Gifts.
What are levels in Salesforce Npsp?
NPSP Levels give you a way to track a constituent's level of commitment and engagement based on criteria such as total gifts or number of hours volunteered. For example, you could define Levels for donors based on the total gifts they've donated over time.
What can be accomplished automatically when combining levels with an engagement plan?
Using levels in Nonprofit Success Pack (NPSP), you can create and assign different ranks to contacts, organize contacts into groups based on those ranks, and then automatically move and regroup contacts if the criteria you set changes.
What is engagement plan in NPSP?
In NPSP, there is a special tool called an Engagement Plan that is a collection of tasks designed to help your teams engage in consistent and personalized ways with your constituents.
What happens when you delete an engagement plan?
When you delete an Engagement Plan, the underlying tasks still exist, but task automation is not enforced for dependent tasks (dependent tasks won't be updated or assigned based on parent task completion). Navigate to the record that the Engagement Plan is assigned to. Scroll to the Engagement Plan related list.
Can engagement plans be tied to contacts?
Engagement Plans can be tied to contacts, accounts, or campaigns. Your nonprofit should determine the best practice for associating Engagement Plans with donors either as contacts or household accounts. Just be consistent!
What is engagement plan in Salesforce?
What are Engagement Plans. Engagement Plans use Tasks and Activities to create a plan for donor engagement. This means you can now translate how you qualify, engage, and make an ask of a prospective donor into your use of Salesforce. Think of Engagement Plans as of a roadmap that automatically assigns tasks along that map to your team.
What is engagement plan?
Engagement Plans are a great addition to the Nonprofit Success Pack, bringing moves management fundamentals to the platform. Moves management is a donor-focused strategy to nurture prospects into making larger contributions by “ changing (their) attitudes so they want to give .”.
Can engagement plans go beyond follow up?
Engagement Plans can go beyond the basic follow-up strategy thought. You could create a more nurturing approach to turn one-time donors into regular advocates by using a moves management strategy.
Does Salesforce have engagement plans?
Most developers, consultants, and Salesforce recommend using Engagement Plans with your major donors to start. As your organization becomes more efficient, you should consider adding in other donor levels. The beauty of Salesforce is the flexibility of the platform to fit to your current processes.
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Superstar Volunteers
Some No More Homelessness (NMH) volunteer advocates have been getting creative with their meetings, hosting events at interesting venues and adding a creative twist to the materials they share with others.
Rank and Group Contacts with Levels
Using levels in Nonprofit Success Pack (NPSP), you can create and assign different ranks to contacts, organize contacts into groups based on those ranks, and then automatically move and regroup contacts if the criteria you set changes. But that’s a bit abstract, right? So let’s take a look at an example of this in action (ready, set, rank!).
Level Setting
Gorav, the excellent admin at NMH, agrees that levels would be a great way to organize volunteer advocates to better understand their success. Because a level in NPSP must be based on a numeric value, Michael and Gorav need to agree on a data point that indicates how well a volunteer is doing. The total number of events hosted works perfectly.
Add Engagement Plans and Level Up
Levels can help the NMH staff understand (and better report on) volunteer advocacy work and donor support, but Michael's ultimate goal isn’t to classify people.
Looking at Levels
Combining levels and engagement plans to build the various plans for advancing advocates has been great for NMH. Everyone on staff loves the consistency and efficiency of automatic task assignment, and volunteers are responding positively to the incentives and steady communication.
What is engagement plan?
An Engagement Plan is a set of tasks (literally a “plan”) that helps you engage with your constituents. The most common example of an Engagement Plan is one that helps you track engagement activities for Major Gifts. Major donors (that is donors who are giving extremely large amounts of money to your organization) typically require a deeper level of engagement than your average donor. For example, an Engagement Plan with a major donor might include calling that donor to schedule a lunch, then having the lunch with the donor, then sending a follow-up email to the donor, and so on. You'd set up each of these activities as a task on the Engagement Plan, to be completed by a scheduled date.
How does engagement plan work?
Engagement Plans work best when the organization has a well-defined process with buy-in from individuals who will participate in the execution of the plan. Depending on the plan, this could be an extensive series of actions involving individuals from across the organization.
What happens when you delete an engagement plan?
When you delete an Engagement Plan, the underlying tasks still exist, but task automation is not enforced for dependent tasks (dependent tasks won't be updated or assigned based on parent task completion). You can restore the Engagement Plan from the Recycle Bin, and task automation will resume.
How to apply engagement plan template to record?
To apply the process to a particular record, you must assign the Engagement Plan template to the record. Click the Engagement Plan Templates tab. Click New to create a new Engagement Plan Template. Give the Template a meaningful name, such as "Major Gift Follow Up".
How to restore engagement plan?
You can restore the Engagement Plan from the Recycle Bin, and task automation will resume. Navigate to the record that the Engagement Plan is assigned to. Scroll to the Engagement Plan related list. In the row for the Engagement Plan, click , then click Delete. The Engagement Plan is sent to the Recycle Bin.
What is default assignee in Salesforce?
Default Assignee (2) If a Task doesn't have a named Assignee, this setting determines who is assigned the Task by default ( Salesforce requires that all Tasks be assigned to a user). You can select either the User Creating Engagement Plan or the Owner of the Record that the Engagement Plan is associated with.
