Getting Started: Engagement Plans and Levels

Good morning everyone! Let’s get
started. Today we are talking about Engagement Plans and Levels. My name is
Jessie Rymph I am a Success Content Specialist here at You
can follow me on Twitter @forcethesales. I’ve been a Salesforce Administrator for about eight years. I used to be the Nonprofit Salesforce
Group Leader in Seattle and joining me behind the scenes is Katie Powell. She’s
a Success Content specialist as well on Twitter @yearofthepie. Katie has been Administrator for a while and was the Women in Tech User Group leader in
Detroit. We are both excited to be here with you today. Before we get started just wanted to make a note to please make your purchasing decisions on
currently available products. Just in case I say anything that is forward-looking I just want to go over a couple logistics for the call today. First of all, I hope you’ve all have been into the Power of Us Hub. This is our
go-to place for asking questions getting to know other nonprofit users and
finding knowledge articles about nonprofit specific issues. Big important question you might have is this being recorded yes it is. I will send you that in the slides in an email within a couple of days. If you have any questions along the way please use the question widget in the GoToWebinar
control panel. Katie is there to answer your questions after the webinar if you have further questions go to the fundraising group in the Power of Us Hub. Also, see how fundraising group in my slide is underlined. When you get the
slide all of the links when you get the slides the links will all be available for you. You can also just go into The Hub and search for the fundraising
group. Katie and I both recommend that you
check out user groups in your area. This would be on the Trailblazer community when you’re looking online. These are the user groups like the
Nonprofit User Group or the Women In Tech Group that you can meet up with and
get to know people, share best practices, expand your community. You are involved now in a webinar series called “Getting Started with Engagement for Nonprofits.” This is the third in the series in which we’re exploring standard
Salesforce capabilities. By which I mean actions you can take in Salesforce
today without adding any additional tools. Last year back in 2018 the first webinar in the series was about email. How to send email out
through Salesforce and when you should consider adding an additional email
marketing tool or mass email tool. Katie can post a link in the chat to
register for the upcoming webinars. To view the recordings of these previous webinars there on YouTube. The last one was all about campaigns. How to use campaigns for fundraising for email marketing and all the great ways that
campaigns are available for nonprofits in Salesforce. Today we’re looking at
engagement plans and levels. Next month we’ll help you choose among over 5,000 apps to extend your use of Salesforce for constituent engagement. Customers from Washington environmental Council in Yes! Magazine and will join me
to discuss their choices for mass email email marketing and advocacy apps. We’ll consider challenges and best practices when choosing and using apps
from the App Exchange. That’s on March 5th, in the spring we’ll be ready to soar to the next level by adding really sophisticated marketing
automation. I’ll compare Marketing Cloud and Pardot to help you know if you’re ready to take that leap. The last part will be about community at the end of April. We’ll talk about the community cloud in which your
constituents can log-in and interact with you and with each other. These
are really cool additional products you can add on. We’ll explore that and see if you guys are your organization’s could be ready. Everything I’m going to show you today is in Lightening. This is the user interface that Salesforce came out with a few years ago. If you’re new to Salesforce you should definitely already be on Lightning. If you’re in the classic interface know that engagement plans and levels do work in classic, they’ll just
look a little different. Today’s topic is engagement plans and levels which
should be your go-to system for moves management. I know many of you on the
call are fundraising experts, some of you might even have written books about
fundraising. Just bear with me for a few minutes while I explain moves
management. We have a wide variety of experience on the call. I want to make
sure we’re all on the same page. Let’s hear from Dave Dunlap, from Cornell
University, who really did write the book about moves management. He describes
moves management this way, “To change people’s attitudes they want to give,
we take a series of initiatives or moves to develop each prospect’s awareness of,
knowledge of, interest in, involvement with, and commitment to the institution
and its mission.” said another way a move is any touch point that you have with a
constituent or a potential donor an email and invitation to an event a note
or a phone call. Often these touch points are sequential. For a potential midsize donor first you send an introductory email. Then you follow up a
few days later with a phone call where you invite the contact to an event. If you’re onboarding a new volunteer, the journey might look completely different. You’d email first, then mail out the
background screening packet. The problem is all these moves are
typically stored in your staff’s head. They are often navigating by instinct rather than by a plan. Different staff members of course have
drastically different Cadence’s of communication leading to an inconsistent
experience for donors and volunteers. Even at small one-person shops, day-to-day distractions may prevent you from taking the steps you need to take. The problem is a lack of structure not a lack of expertise or Astro says here, “Your fundraisers know what steps to take but don’t always
leave footprints.” Today we are going to talk about engagement plans and
levels from the perspective of this organization that is made up it is the
Ugly Dog Adoption Agency. Which helps uniquely adorable animals find their
forever home. As I talk today, I’m just going to be giving you examples and using this animal shelter as our example organization. You want to
standardize your approach but not with a one-size-fits-all solution. In this slide, we have three constituents first a longtime volunteer who has never made a
donation to our organization. We know that volunteers are good potential
donors particularly if they understand the need. Our goal is to inspire this volunteer to make a small donation. Second, we have a donor who has supported us with a small sporadic donation over many years. Our goal for him is to nudge him to become a monthly recurring donor. Last we have a donor who gives
regularly. We know through our wealth screening research she has the potential
to give more through conversations. We know that she’s interested in our
campaign to renovate our facility. Our goal is to have her make a commitment to our capital campaign. We have three different constituents and three very different goals and our moves management will need to reflect this.For each goal, we want to think about what moves would help us get our constituent there. All moves are not alike, you want them to be specific and
actionable. Here are some examples of moves that are specific enough they
could easily create a timeline and sequence for the appropriate tasks. Make
a phone call. Send a letter or an email. Invite them to a special tour or an
event. Ask them to meet with your IDI or program staff. Are you ready? It’s time to talk about how to capture your moves management with engagement
plans. We have just talked about fundraising moves management. For this main example, we’re gonna talk through a plan for volunteer
onboarding. We’ve made a very specific goal. We want to onboard our volunteers
within a month of sign up. How do you translate your moves management into
Salesforce? We use engagement plans which use Salesforce tasks to tell your staff
what actions to take next. You can create a series of independent or
dependent tasks to fit your moves management goals. The first thing you’ll
want to do is spell out each move for a particular goal. In this case, our goal is to make sure who has expressed interest in volunteering
doesn’t get stuck on an interest list forever. We’ll map out the exact sequence of steps we need to take and to get our new volunteer up and running. Notice that some of these tasks are dependent on others. The first step in our journey is the thank you for your interest email. The phone call will always happen seven days later not on a specific date. Our background check email
needs to go out the day after our phone call at the latest. One thing you might be wondering is what happens if that phone call doesn’t get made exactly
seven days later? Ideally, we’d like our background check packet to always go
out the next day even if our volunteer coordinator decides to call on day six rather than day seven. With engagement plans you can create dependencies that
will automatically. Adjust the due date for the tasks based on the completion of
the previous tasks. Keep in mind that these tasks are just reminders for the
assigned user to complete the task. They’re not connected to any automation
such as process builder that would send out any emails or other communications
automatically. The hardest part of this is thinking through and mapping out
your tasks but actually creating the engagement plan is very straightforward. Let me jump into Salesforce here and show you what that looks like. I am going to go in my Ugly Dog Adoption Agency App. I’m going to get to engagement plan templates. I don’t have it on my navigation bar. I could add it here or I can look for it here in my App Launcher engagement plan
templates. Let me show you how to add it to the navigation bar. If you are curious, this pencil up here is where I’m going to modify my list. Let me
add more items I want to search for engagement plan templates, while I’m
here let me add levels. Now, these two are over here under more. I’m opening my engagement plan templates. I’m going to create a new one for volunteer onboarding. I’ll just call this Volunteer Onboarding. I would always write a helpful description here. Now default
assignee, you can assign the engagement plan to the user creating the engagement
plan or the owner of the object for the engagement plan. Let’s see what I’m talking about. Every record in Salesforce has an owner, contacts. Let’s look at it, every contact has an owner you might not
use owners at your organization though. Here we have the owner fields down at the bottom. I own this record because I created it. That might be something
your organization is interested in assigning the tasks of the engagement
plan to the owner of that record. You might want to say the user creating the
engagement plan, that doesn’t mean me. Now what I’m doing is creating an engagement plan template. When you connect an engagement plan template with
a contact that’s called creating an engagement
plan. That would be the person who assigns that contact the engagement plan. Let’s say that that is who we’re gonna by default assign these tasks too. We can also override them, in individual cases on the tasks. I want to skip weekend’s if the tasks created in the engagement plan, if those dates fall on a
Saturday or a Sunday. Instead, I’m gonna reschedule those to Monday. I’m gonna take advantage of automatically updating these dependent tasks due dates. When
a parent tasks or the tasks above that is finished. I want the dependent task date to automatically update. Let’s add our first task so this is going to be an introductory call from volunteer
coordinator and because this is going to a specific person. I’m going to choose my
volunteer coordinator who’s always going to get this task, this is a call. Let’s see the other thing I could do here, send email. What this does is sends
an email to my volunteer coordinator it’s not going to send an email out to
the contact. Let’s add a dependent task and my dependent task is email Welcome Packet. This is going to be assigned by default to the user creating an engagement plan. I’m not
going to fill that out but I want this to happen one day after the first task. I fill that out here, it’s going to be one day later. Now I’m going to add
another task and my second task is invite to volunteer orientation and
that’s going to be all of the defaults again. I’m going to add my dependent task, here is send volunteer shift survey. This is again assigned to my volunteer coordinator and that’s going to happen two days after this invitation. I can send her emails if I want to I could check that the volunteer coordinator. Note I can set things up for two days after but I can’t assign them backwards. I can’t say make this happen
seven days before an event, unfortunately. Now I’m scrolling back up to save and let me show you what this looks like on a contact. Now I’m going to create the engagement plan. I find my contact record here on my related tab, I have engagement plans as a related
list. I’m going to say new find my volunteer onboarding and save it. Now I
scroll down here on to the tasks section and let me refresh this and show you
what we got now I have two the first two tasks show up here. Let’s go back into the slides. We created our engagement plan template and looked at how easy it was to assign that to a contact. Here I
just have a little gift running where you can see that assignment happen. Next, you follow your engagement plan, complete those tasks. When you refresh the tasks you can see that they’ve updated. The due date here updates the dependent tasks updates automatically update. Another thing
you can’t see from this view is the dependent tasks have a status of waiting on someone else or waiting on a dependent tasks. Those statuses are when you click into the tasks you can see those statuses and
they’ll update to in progress or not started when the task you’re waiting on is completed. These are all the steps for creating an engagement plan template and adding an engagement plan to a project. Just want to check your knowledge here make sure you’ve been paying attention, “Will your engagement plan send
an email for you to your constituents?” What do you think? No, it will not. The
engagement plan will create a task to remind your staff person to send an
email. We’re gonna talk about how to do some automation a little bit later. Don’t get too dismayed though we are talking about the importance of building real relationships with people. There are plenty of situations in which a task reminding someone to reach out personally makes much more sense
than something automated. You need to make phone calls, you said something
in the snail mail, assign a task to a specific staff member. To do something
such as processing a background check there are plenty of situations in which
creating these tasks are really helpful. You can create an engagement plan on, I don’t want to say any object but I did say it, on most
objects. I haven’t checked all the objects lots of objects. Out-of-the-box engagement plans can be added to a contact, account,
opportunity, and campaign. You can easily add a lookup field to an engagement plan from most other objects. Just double check that activities are
enabled for the object, those are the tasks there. You can also only link an
engagement plan to one record. You can’t add an engagement plan to both the
Smith household account and a related opportunity. I just wanted to check in with you Katie and see if we have any questions so far on
engagement plans? Yeah, some great questions coming through. Also, lots of folks got the knowledge check right. The first question was, “What if we don’t have engagement plan templates visible in the app launcher? Is that a
view their Admin needs to set up?” The answer is yes, if you’re not the system admin in that or in that profile. The Admin of your organization might need to give you access to read, create, and edit three objects engagement plans, engagement plan tasks, and engagement plan templates. They can either do that by modifying your profile or by assigning a permission set that grants those capabilities. Thank you Another question on reporting based on completion of engagement plans. There are a few engagement plan reports that are included with NPSP. One of them does report on engagement plan tasks. You can view those tasks by their status and maybe filter just to complete it if that’s what you’re interested in seeing. Thank you so much, Katie. Great questions everybody. Let’s move on to levels. Many nonprofits group their donors into giving levels in their annual report. They may use these levels as a way to segment their donors for other reasons too. Maybe donors in the top dogs are invited to certain VIP events. Perhaps receive more frequent updates from your executive director maybe supporters in the leaders of the pack get a personal note from the ED on
direct mail pieces. Levels are a handy way to communicate with your
constituents and it’s really easy to get them set up in Salesforce. The levels are defined by a single field. In this example, the Ugly Dog Adoption Agency
defines their levels based on total gifts last year. This is specifically for their giving levels you can set up levels for her volunteers. We’ll talk about that but the total gifts last year is an NPSP roll-up fields rollup field. There are many great roll-up fields to choose from like best gift your total or total gifts this year. Again you can use levels to track metrics besides
gifts such as total volunteer hours if you wanted to track that for a volunteer
recognition event. You’d also set up levels based on any standard or custom
field with a numeric or currency fuel type, this includes formulas. If a formula results in a number or a currency you can use that for your
source field for your level. NPSP levels are calculated in a nightly batch. The levels will automatically be adjusted whenever that currency or
numeric field is updated. This takes a lot of the pain and guesswork out of
using levels. Let’s check that out see what it looks like. I have added levels in my navigation bar so I’m gonna click onto that. I’m going to create a new one. Let’s create this leaders of the pack level. The minimum amount to give at this level is $500. My target object I
want to use is contact but I’ve also set up a few other objects here that could be used with levels. The max amount is 999 my source field I got to find that total gifts last year but you see there’s a lot of different of total gift options here you could use. I’m going to add an engagement plan template here. From the leaders of the pack, I want them to move up to my top dog level. I’m gonna add the engagement plan template for that. The level field this is giving level. This is a field on the contact record that I’ve set up it’s a custom field I’ve set it up specifically to store the giving level of the contact. I’ve also created a field called previous giving level and that’s where this is going to be stored. You need to make these two fields when you’re setting you’re giving level , previous giving level, and giving level. You want to choose what your source field is and you can add a
helpful description. The levels are going to be recalculated in an overnight batch or I can force that calculation. I’m going to go to my NPSP settings. From my App Manager here and a search for NPSP settings Go to bulk data processes and from there I’m going to click on level assignment
batch. I’m gonna run my batch, otherwise this would just run overnight. I want to show you how it works now. It broke my folks down into a couple
batches. Now I’m gonna go back to contacts and
look at my list view called levels and show you what I have. I’ve got my contacts here sorted by giving level and because this is based on total gifts
last year. Even though Mary here gave $0 this year, she’s still a top dog based on
last year’s giving. Just note you know how I’ve got it broken down based
on last year’s giving you’re still recognizing some really good donors even
though this year they haven’t given me anything. Just keep in mind when you’re choosing what fuel do you want to base your levels on. When combined with engagement plans levels become very
powerful. If you want to lift a donor from a Best Friend’s level to the Leaders of the Pack, add the Leaders of the Pack engagement plan. To lift a donor
from the leaders of the pack to the top dogs like we did, we added the Top Dogs
engagement plan. The hard part is still thinking through your moves management steps. It may be easier to tackle this knowing that you have a way
to implement it and follow through. Let’s see how this works when someone gives up to the best friends level. This is gonna kick off the
leader of the pack engagement planner. The Executive Director would write a handwritten card, all of these tasks would automatically be created through
this engagement plan. The development assistant needs to mail a thank-you
in 30 days. We want to send a personal invite and within a year we want to ask
them to join the Leaders of the Pack giving level. Once they give up to that level we want to add the Top Dogs engagement plan and
create tasks for the E.D make a personal call. The development assistant will mail a thank-you with a special pin for leaders
of the pack. In 10 days we want to invite them for a tour. You notice I have two different engagement plans here. You don’t have to use two different
plans you could apply the same plan twice just it would be more generic. Mail the thank you, give them a call, that kind of thing. It doesn’t have to be a specific plan for each level. I mentioned that if I’m just looking at one metric, they’re giving last year. I am getting a kind of limited view of this organized this contacts relationship with us. One way to get around that is to build an engagement score formula considering multiple values. This will give us a more holistic view of our constituents by
measuring their engagement based on a variety of data points. For example, I could make a formula that says if they’ve volunteered for four hours and
given us $50 they would be at an engagement score of two and be at a
level of “You rock.” Over here on the right, on the bottom, I have engagement
score and the giving level that corresponds with that. Let’s say they attend a gala which I would track with campaigns. They give $100 and they like us on social media. We would add them to the “AMAZING” level. This would be if I wanted to manually track social media engagement. I could
add a checkbox. When I look through my followers, if you’re a small organization you might be able to stay on top of this. If you’re larger you might already have something
tracking your social media for you. Just another note if you’re building out
this kind of formula you might want to consider an override. If someone is
has planned giving with your organization you would automatically give them the top level. No matter how they meet
this other criteria Just build it out, think about how you do it. Well if they’ve given us $10,000 over
their lifetime bump them to the top, that kind of thing. Let me show you a listview
with this. I have set up my contact engagement score that is based
on a combination of giving and volunteer hours. It’s based on my total giving of all time. Note here Aliza has a contact engagement score of 10 hasn’t volunteered though but her total
gifts of all time is really high. Though her total giving last year was only $100. She might be at the best friends giving level but her contact of engagement score is 10. Just see how that these are all at the lowest level
but could have a higher engagement score when I’m using these additional metrics. Think about it that could be just a great way to gauge how your constituents
are involved overall across your organization. Levels can be used on more objects than contacts and accounts. For example, we can use campaigns to track peer-to-peer fundraising every year the Ugly Dog Adoption Agency. We have a 5k run and each runner raises
money from people they know. Our goal is to increase our donor base. We want
to reward our runners for bringing in gifts from the most people. We have a
campaign set up for each runner and the gifts they raise. The source field on the campaign is the number of contacts because this is more of a friend-raiser than a fundraiser. I’ve created these custom fields on my campaign fundraiser level and previous fundraiser level. This is Bob and Bob’s campaign has reached him or has raised money from over 30 people. He is an all-star fundraiser level. By tracking that he’s been an all-star for three years, we can reward him with a fancy hat. Thank you very much, Bob! Now let’s talk
about some ideas to help you take these tools even further. If this is all new today a little overwhelming then just keep the rest of this in mind in the
back of your mind for later. You might want to build out some additional automation. Sometimes you might want to trigger automation other than tasks
when a level changes. You can use process builder to fire off a congratulatory email when a volunteer reaches the next level. Maybe you want to
let your executive director know that a donor reached the Top Dogs. Maybe once
a donor reaches a new level you want to add them to a new campaign. If you really wanted to get fancy you could have process builder kick off a flow to
remove the contact from one campaign and add them to another. That’s totally beyond the scope of what we can show you today just wanted to put
it out there, that is possible. You can also use process builders who assign engagement plans based on fields other then the level. Here are just a few examples, when a volunteer application status moves from started to complete. When the first donation date goes from blank to a value. When your total giving
amount is greater than $1,000, you can also create your own customizable
roll-up fields to trigger levels or engagement plans. Katie would you please launch the poll, I’m gonna do a demo for you now. What you want to see in the demo. I can show you when a level changes, we could launch a process to an email, or when your total giving is more than $1,000 launch process to
assign an engagement plan. We could look at how to build a formula for engagement score based on volunteer hours and giving. You guys are all voting good keep them coming and I might be able to
get to two if we have a couple a little bit of time. We’ll see you could vote for more than one actually, vote for anything you’d be interested in seeing Thank you, Katie. Share our results. We’ll look at engagement score formula based on volunteer hours and gifts. If we have some time we’ll look at how to add an engagement plan when the first
gift is made great. Thanks, everyone. Let me see if I saved the link that I need to go to. Just a second. Thanks, everyone! This is my first time doing a choose your own demo. We’ll see how it goes. This is a contact engagement score based on volunteer hours and the total
opportunity amount or the total gift amount over time. This formula is saying this top line here. This is the field for volunteer hours that is rolling up on the contact level. The volunteer all the Volunteers for Premise, you have to have the Volunteers for Salesforce Package
also installed. When you have that installed then you get all these great
roll-ups about volunteer hours. If you’re storing that information, if you’re using that excellent package, it will automatically roll up here. That’s the first thing you need to have for this to work. What I’m saying in this first line here is, if my volunteer hours + 5% of my total giving ever=0, then assign me the zero level. Katie, I believe you have this formula available to paste in to share with everybody. This first line here is saying if we just setting that up so volunteer hours plus five percent of their total
giving is zero. Then next if their volunteer hours plus five percent of the
total giving is less than ten but still greater than zero here, give them a score
of one. It goes on from there setting up the different levels. This five percent is just an arbitrary thing that we decided on and set up these
different levels here. You can copy and paste in this formula and let me
edit it just to show you a little bit more about how formulas work. There’s great trailheads on using formulas. You can learn more about how formulas work overall. Here is a formula. Trying to zoom in here. I’ve said if, and then I’ve added in my field. Your structure starts with if field that you
want to choose plus then that whatever percentage you come up with times your
next field parentheses equals zero. Then you go down to your next set of criteria. You can add in additional criteria if you want. If you want to say plus if we want to say they attended a campaign. Let’s see Insert field, see if I can get to campaign member from here. Nope, you would have to have a rollup field on to your contact record that tells you about campaigned participation so that you could add in campaign information. If you have more questions about this we
can chat about it in the Fundraising Group in the Power of Us Hub. We can
talk more about contact engagement scores. I’d be happy to help more
because this is a little this is tricky if you’re new to formulas. We have a little time. I want to show my other demo here for setting up a process builder. Wanted to say when their first gift is made add engagement at an engagement plan. This was kind of a tricky one because you don’t need to use a process
builder if you use levels. If you’re just saying when they’re first gift is made I would actually make a level if my goal is to add an engagement plan. The easiest way to do this is to create a new level and say the minimum amount is $1. That would be as soon as they’ve given something. Then you want to add them to this supporters level or whatever it is add them to this engagement plan our
criteria there didn’t have what the maximum is for this. This would be just what our add our source field would be total gifts of all-time. I have to pick contact first. Give it a name. We can say total gifts as soon as our total gifts is above $1 that meets our criteria. We could launch this engagement plan but I will show you how you could do this in process builder as well. For process builder, I go to my setup here
click on my gear for setup. I’m gonna search for a process and add process builder here. I am going to add a new process. This is
going to be on my contact and it’s a best practice to have one process per object. This is going to be my process for when the contact
object is changed. Welcome to process builder if this is your first time it’s
super helpful. This will be on the contact and this is a process for when a
record is created or edited. Now I want to save and I’m going to add my criteria. This is the first gift made. I’m going to set my conditions and I’m looking for their total gifts and that is a roll up field. Now here in my process, I have a little more flexibility. I’m going to say than I did in the level. Here I can just say greater than zero, very important under advanced I’m going to click yes here. This means I only want this process to fire on the very first time this happens. When the specified changes is
made when the currency level is greater than zero for the very first time that’s
when I want this process to fire not every time. Unless you check that your
process will fire whatever it runs processes it’ll look at who has
made a total gift more than once. That’s a big reason why you want to
practice this stuff in a sandbox. Sandbox is our practice environment otherwise
you could set off action for anyone who has a total gift over $1.00 ever. Hopefully, that’ll be a lot of people. What are we wanting to do, we’re wanting
to add an engagement plan here. I’m going to update a record and add engagement plan. I’m going to select the contact record that started
my process that’s what I’m going to update. Note, you can update records to process builder that are related to the contact. I’m confusing myself, engagement plans
are actually related records. I’m not updating a field. I am creating a new
record. I’m going to add an engagement plan. What I need to do is record type. This is engagement plan Let’s find an engagement plan template that I want to add. I’m going to grab the ID from the URL. This is the ID of this engagement plan. This is a way to get this to be most accurate here. I’m going to say the engagement plan template ID is here and the contact that
is connected with this is a field reference. This is all recorded, don’t worry you can watch it again. See what I’m doing exactly. The contact here you just want to grab the contact ID. What I’m creating my engagement plan to show you what I’m doing here. For this contact, I’m creating a new engagement plan. I’m saying when this person is at list
level, select this engagement plan template for this contact. These are
the two fields I want to be filled out now in my process and save. Just have a minute I will show you how I would also add an email here. If the first gift is made I want to add the engagement plan and send an email to
that contact. I add an email alert. This is an email alert that I’ve set up
outside. It wouldn’t be the right one but you would set up an email
alert I don’t have time to show you those today but it says you could create
one here. That includes the email template and the recipient. Now I have
these two actions that are going to fire when my first gift was made. I want to activate it to confirm. Let’s see if I did it correctly, let’s add a new gift here. I’ve activated my process, it’s gonna be a new donation. It’s not actually going to work right now because the roll-up fields. The total roll-up fields only
work at night, they roll up overnight. I would have to go back in and force
them to roll up right now. I would get that total field see I don’t have do I
have anything onto total giving yeah. The roll-ups haven’t happened yet so I
don’t have those fields there. The process wouldn’t kick off. I will keep that off if I have time at that but you get the idea. So per
process build you can add all that additional information. Katie do we have questions that we have time for? Yes, we do I am trying to keep up. One question that came as a level set is, “Are engagement plans and levels native to Salesforce or are they specifically part
of NPSP?” That is they are custom to NPSP. If your organization is
not using NPSP you won’t have them available. Also, if you have an older version of NPSP you might actually have to enable them yourselves. If you’re on a newer version they were automatically included with the package. “Can engagement plans be used on accounts or other objects?” The answer is yes you can by default you can associate
them with contacts, accounts, and several other objects. You can add an engagement plan to any object by adding a lookup field to the engagement plan
object itself. There are a few more questions coming through I will get to
them as the presentation continues on. One question Jessie that I haven’t
answered yet is, “Whether you can add more than one level to an object?” For our contact let me see if I can show you this. Here on our contact we
have two different sets of levels set up. We have giving level and volunteer level. It’s just a lookup field that we’ve created here. I have giving level previous giving level. I don’t see where the volunteer one is a volunteer level is down here in volunteer information. You can set up as many as you want for whatever types of levels you’re
tracking. You wouldn’t want to have to giving levels tracked there, these would be different types. I have a couple more slides to get to and then we’ll see if we have a little more time, thank you. Working with engagement plans and levels after you set them up. What canyou do? Ultimately you want to use levels and engagement plans to deepen your constituent relationships. Track your
progress using these existing out-of-the-box NPSP reports or create
your own reports. We have lifetime amount by level and engagement plan
tasks. Those are two other ports that would be helpful to you. If your in Lightening, depending on how many tasks you assign to your engagement plans. how many constituents you have. You could be looking at creating a lot of new tasks. Lightning helps you manage your tasks all in one place. Add the tasks tab to your navigation bar. Then use the grid view which we see here. You can try the Kanban view, where you can
drag things around to change their status or the split view. To help you manage and update your tasks all in one place. This feature alone is really worth the time it takes to transition to Lightning. Conclusions engagement plans keep your staff on
tasks. Nurture those relationships. Get people more involved and help you
accomplish your mission. Your levels can automatically track measure and compare. That helps you understand your organization’s successes and encourage
increased engagement or giving. They help you reward your loyal followers and nurture those relationships One more thing, you can get additional help. If we run out of time to answer all these questions
please ask in the Power of Us Hub so many great people there. Who are able to
help you when you need help. I have a trailmix to help you out today. Hopefully, you’ve been on Trailhead that’s our fun free learning platform
for Salesforce. Katie can you paste that link into the chat for the trailmix. More videos they’re really helpful shorter
videos to help you with learning engagement plans and levels and other great resources. If you are a premier customer you can
take the an accelerator specifically on levels and engagement plans. Look at
all of this information as it relates to your organization. Now we have a couple more minutes I know I threw a lot at you, more questions Katie? Back to one of your very earliest examples, “When you have the dependent tasks will task number two only happen after task one point one is complete?” Can you want to talk about the
dependence dependencies again? In that example, I made tasks one and two are happening at the same time. They can happen at the same time. They weren’t dependent on each other. Let me open that up again it was the tasks okay this is a different view. Let me see if I can get in and edit it and show you the way we were looking at it before. Task one and two are both happening at the same time. There’s zero
days after. They’re assigned to different people the default person and
the volunteer coordinator. Those are kind of different paths. This dependent tasks is one day after this one and this one here is
two days after this one. They’re independent of each other. Thanks everyone so much for joining! when you exit the webinar please complete the survey for us. This is our first time running this webinar so we
would really appreciate your feedback! Thank you so much for joining us! You’ll get the recording and the slides within a couple days. Have a wonderful
rest of your week everybody!

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