Fundraising Command Center Podcast

Set It and Forget It: The Engagement Plan


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How does the Click & Pay Suite handle complex donor journeys? This audio overview dissects the mechanics of the Engagement Plan tool in Salesforce. We discuss:

  • The 4 Conditions: How the system reacts to Opened, Not Opened, Clicked, and Donated statuses.
  • The Hierarchy: Understanding how donors move from Parent to Child campaigns automatically.
  • The Strategy: A walk-through of a quarterly "drip" scenario that ensures no donor is left behind. Perfect for Salesforce admins and fundraising managers looking to automate their workflow.
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Fundraising Command Center PodcastBy Click & Pledge