Hello All, My organization is looking to implement Plans, and we were hoping to use it not only for Development use, but to track ticketing call campaign successes and progress, as well as track workers attached to the calls. Does anyone use plans in a similar way, or have general advice on configuring and setting up the feature.Thanks in advance!Nicolette
Several years ago we did in-house telefunding and used Plans to track the calls. We set up the callers as solicitors and assigned them lists of calls broken into renewals, lapsed and acquisitions. I set up special TF status, types and steps to keep that activity separate from our other non-TF plans. It worked well and was easy to pull into reports, list and T-Stats.
If you want to use it for ticketing, I imagine it would be similar except that you wouldn't have a contribution attached to the Plan once a sale was complete. Depending on how you use control groups you could create ticketing specific plan information that your development staff wouldn't see so you don't have people using the wrong types and steps in plans.
I can share my documents on how we set it up and the procedure if that would be helpful. They are telefunding focused, but it might give you a jumping off point.
Hi Melissa,
We have a process for assigning calls to solicitor profiles via plan and step assignments, but we're only ever able to assign one call per plan -- we can assign more steps in a plan, but they can only ever see the first step when they pull their call list. We know there has to be a better way to assign calls, we just haven't figured it out on our own.
May I also please get a copy of those documents?
I forget I can attach things here!Telefund Calling in Tessitura.pdf