Year-End Engagement Plan FAQs

Answers to common questions about the Year-End Engagement Plan in your Donor Management System.

Liz Ragland avatar
Written by Liz Ragland
Updated over a week ago

The Plan

Do I have to use all of the communication pieces in the plan?
Not at all! Use the templates and timeline you think will work best with your audience.

Email Lists & Editing Email Audiences

How can I edit the audiences for the email blast lists?
You can add or remove contacts one by one but you can't edit the filter used to generate the audience lists. You can add or remove individual contacts from the automatically-generated lists by opening the next communication you want to send, then click “recipients” and “edit recipients.”

Removing a contact from your automatically generated list will prohibit that contact from receiving an email going forward. Once the first email is sent, future emails will go to everyone included in the first email send unless a contact either 1.) unsubscribes or 2.) makes a donation.

What happens when someone donates? Will they get the next email in the plan?
Once someone donates they will be automatically removed from the engagement plan list. They will not receive any of the future emails. 

I want to be able to have more control over the audiences for each email send, how do I do that?
Because this plan is made to be very simple and "out-of-the-box" we wanted to make segmentation super easy for all customers. However, if you'd like to use the templates and set your own audiences (i.e. removing major donors or maybe sending a different version to lapsed donors) you can just copy the template text and paste it in a new email you build from scratch. Creating the email yourself ensures that you have more flexibility in the audiences you use for each communication.

Collaboration and Accessing Tasks

How can our team collaborate on the plans?
The tasks are auto-assigned to the admin that kicked off the plan, but any admin can see the tasks under the top bar "Tasks" menu. Tasks can also be re-assigned if desired.
Once an email is created from one of the tasks, any admin can access/edit the email.

What happens when I kick off the plan? Where do I revisit the tasks?
Once the tasks have been created for the site they will show under the Tasks menu/list. They will be assigned to the person who kicked it off. Any admin can see the tasks under the top bar "Tasks" menu and tasks can be reassigned if desired.

How can I get the banner to reappear if it's gone?
There's no need to get it back to access the plan! It's most likely gone from your dashboard because another admin has kicked off the tasks. Any admin can see the tasks under the top bar "Tasks" menu.

Why don't I have the banner?
Either someone at your organization has already kicked off the tasks or you don't meet the criteria of having at least 25 contacts with email addresses for the banner to show up. The plan will not be effective if you don't have email addresses in your system as the templates are all email-based. Furthermore, your system must have at least 10 contacts with emails that fit the saved search criteria for either of the two plans to show up. (If you don't have any donors in your system, you will only see the plan for non-donors. If you only have contact records with donations in your system, you will only see the plan for donors). 

I kicked off the plan but I want the tasks to show up in someone else's task list. How do I do that? (Or someone else kicked it off and I want the tasks in my task list.)
Just reassign the tasks to the person you want to own the engagement plan.

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