I am quite new to using Plans and wondered if anyone has any tips, tricks, or general advice on setting up and using Plans for telemarketing. Specifically, we would like to use plans for our upcoming calling campaign for subscription renewals/reaching out to lapsed subscribers. Thanks in advance!
Best,
Stephanie
Brian & Stephanie,
I would love to be part of your conversation! We're considering using Plans for telefunding and I would love to hear your feedback on this method. Please contact me at leigh@operaphila.org or 215.893.5934!
Thanks,
Filiz
Good Morning,
We are also looking into using Plans for our Call Center! Please include me in the conversation as well droane@scfta.org
Thank you,
Danielle
Adding to the convo - I have used plans in only a very simple way for telefunding, but it's been very helpful nonetheless. I use them to track will consider and verbal pledges that can't be booked. It's easy info transfer from the room to me, and easy to query on updated plans within a date range, compared to recent gifts to identify donations that need to be credited to the room.
MeganSeattle Symphony
Megan,Would you be willing to chat with me briefly by phone about your telefunding experience using plans? Please contact me directly by phone or email.
Thanks so much!
Filiz Leigh
Membership Manager
215.893.5934
Leigh@operaphila.org