- Log in to Salesforce.
- Find a contact record. At the top of the workshop attendees list is Lucy Sadeghin. …
- Click Related.
- Scroll to the Engagement Plan section. Click New.
- In the Engagement Plan Template field, search for the template you need. Michael selects the “Advocacy Workshop Follow-ups” template, which Gorav had set up for him.
- Click Save.
- Navigate to the record where you’d like to create an Engagement Plan. …
- Click New Engagement Plan on the Engagement Plan related list.
- The associated record (for our example, the Opportunity) should automatically be populated. …
- Click Save.
Table of Contents
How do I use engagement plans?
Use Engagement Plans to automatically create a series of predefined tasks to support donor prospecting, stewardship, and moves management. Pricing and edition information: Pricing: First 10 subscriptions free as part of the Power of Us Program.
Does an engagement plan include any automation?
But remember, an engagement plan does not include any automation of the tasks listed — it will remind you to send an email, but it won’t send the email for you. There are lots of ways to build automation into your processes in NPSP, but those require additional apps, configuration, or development by your admin or consulting partner.
How do I add additional tasks to the engagement plan template?
Click Add Task to add another top-level task. Click Add Dependent Task to add a task that is dependent on the previously added task. When finished, click Save at the top of the page. If you need to make any adjustments to the Engagement Plan Template, simply visit the Template record and click Edit (in the upper-right corner).
How do I kick-off an engagement plan?
Engagement plans can be kicked-off manually by a development officer or automatically when used in conjunction with Levels. If used with Levels, the Engagement Plan starts when a donor reaches a certain Level, such as Platinum Donor. For more information, see Create and Manage Levels.
What is a Salesforce engagement plan?
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.
How do I make an engagement plan?
Developing a Public Engagement PlanDefine the Scope of Your Project. … Know Your Limitations. … Identify Key Stakeholders. … Establish Specific Objectives. … Choose Metrics and Targets. … Create Your Timeline with Milestones. … Choose Your Channels. … Craft a Strong Promotional Strategy.More items…•
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 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 is content of engagement plan?
What is it? A Communication and Engagement Plan is a written document that describes who you need to communicate your improvement work to, the purpose of communication with them, the communication method you will use, how often you will communicate and who will communicate with the audiences identified.
What is a customer engagement plan?
A customer engagement strategy organizes interactions and activities into a streamlined plan to create the ultimate customer experience, including before and after the purchase. The process involves various communication channels to build a relationship, improve satisfaction, and proactively nurture your customer base.
What are the components of an engagement strategy?
In order to devise an effective strategy, you must first identify what you want engaged customers to do for you. Do you want them to help resolve problems, inspire innovation, co-develop new products or services, generate market insights, improve operational efficiency, enable greater sales velocity, or something else?
How do you incorporate stakeholder engagement as part of your strategic planning process?
To build and support ongoing engagement in the strategic planning and implementation process, there are three important things to remember:Communicate, communicate, communicate! … Actively involve stakeholders in the process. … Make sure people know what the strategic plan is and where they fit in it.
What is the purpose of an engagement strategy?
What is a customer engagement strategy? A customer engagement strategy is a plan to increase customer satisfaction by having more positive interactions with them. It can be through any channel, from in person, to online, to over the phone. Great strategies take customer engagement from reactive to proactive.
How do I create a level in Salesforce?
0:362:53Nonprofit Salesforce How-To-Series: NPSP Levels – YouTubeYouTubeStart of suggested clipEnd of suggested clipFirst click on the app launcher to view all items. And select levels next click new let’s start withMoreFirst click on the app launcher to view all items. And select levels next click new let’s start with the baseline level of bronze.
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!
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 score?
An engagement score is a numerical value given to a constituent that indicates their overall level of involvement with your organization. Scores are determined from different numeric or currency fields in NPSP, so you decide what the scores are, what they mean, and how they’re calculated.
Why does Michael want to use engagement scores?
He (wrongly) assumed Charlie wasn’t an engaged constituent because he hasn’t hosted any events as a community advocate, and he wants to make sure no one else makes a similar mistake.
What is Salesforce process builder?
Gorav tells him that there is a really neat automation tool in Salesforce called process builder. Process builder can automate so many things: send emails, add contacts to campaigns, assign tasks, and apply engagement plans.
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 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.
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 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.
Learning Objectives
Superstar Volunteers
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!). Though Aniyah has been working hard, creatin…
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. Michael gets his creative …
Add Engagement Plans and Level Up
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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. This works for the development team, grouping and ranking donors, but, as we’ve learned, Michael wants to use levels to offer custom support and resources based on each group’s unique needs…
See more on trailhead.salesforce.com
Looking at Levels
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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. Michael is also honing his Salesforce prowess and has discovered two tricks th…
Resources
- NPSP Documentation: Create and Manage Levels
- Trailhead: Identify Target Prospects
- NPSP Documentation: NPSP Reports Workbook
- Trailhead: Create and Customize List Views