Hello,
At conference this year, I was part of a group discussion where several people mentioned their organizations use Plans & Steps to track leadership (board/advisory) cultivation. We are interested in exploring this. I would love to talk with anyone who implements plans for board/advisory leadership and discuss setup, use and examples.
Thank you,
Beth PantzerBravo! Vail
Btw, are there automations through Plans? I thought they were more for step-tracking and reminders. Plans can't contact constituents for you, can they?...
Hey JM, they can't contact for you, but you can mass add contact steps to a plan and could use that to set up a list for a triggered eblast.
Just seeing this, Colleen. I don't think this is v15 documentation, but do correct me if I'm wrong. How do you go about making a plan-template that adds the same steps to all plans of a certain type/category?