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Engagement Plans and the Nonprofit Success Pack (NPSP)

Knowledge Article Number 000247170
Description With the release of the latest version of the Nonprofit Success Pack (NPSP) 3.0 comes a new feature called Engagement Plans. This article describes what are Engagement Plans and how to set them up in NPSP.

Resolution Overview

An Engagement Plan is a set of tasks (literally a “plan”) that helps you engage with your constituents. The most common example of an Engagement Plan is a plan that helps you track engagement activities for Major Gifts. Major donors (that is donors who are giving extremely large amounts of money to your organization) typically require a deeper level of engagement than your average donor. For example, an Engagement Plan with a major donor might include calling that donor to schedule a lunch, then having the lunch with the donor, then sending a follow-up email to the donor, and so on. You'd set up each of these activities as a task on the Engagement Plan, to be completed by a scheduled date.

Engagement plans can be kicked-off manually by a development officer or automatically when used in conjunction with Levels. If used with Levels, the Engagement Plan starts when a donor reaches a certain Level, such as Platinum Donor. For more information, see Create and Manage Levels

To learn more about Engagment Plans, post setup instructions, and how to use them please click on the link below:


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