Delivered Workflows for Contributor Relations

When a development officer creates or alters a constituent action, the officer may want to notify others that the action has or will occur. This workflow allows the officer to send the action information to individuals who have an interest in its execution or outcome. It includes the ability to alter the action report prior to sending, adding explanatory text or removing sensitive information that should not be widely distributed.

The development officer creates or alters an action. From the action in Outreach, the officer clicks the Send Report button to create the email text. The system begins the email workflow when the user clicks the Send button.

The system sends an email notification with the action information update to the specified recipients. Fields utilized in the email text include: ID, Name, Constituent Type, City, State, Gender, Action Number, Brief Description, Description, Planned Date, Action Type, Contact, Type, Status, Result, Contact Report Author, Contact Report Date, and Contact Report if it exists. The user can edit the information that defaults on the Send Contact Report page.

Event

AV_OUTR_SEND Page PeopleCode

Role

This workflow starts manually when the user clicks the Send button.

Email Template AV_OUTR_CNCT_SEND1 delivers an email notification to the specified recipient's inbox with the Subject: Action Update for Constituent's Name- Action Description from the constituent action. Email text includes the name of the sender and the action information.

AV_OUTR_SEND

AV_OUTR_SEND Outreach Send Data includes three steps: 1) Submit Data, 2) Trigger email Action/Contact Report, 3) Email Outreach Data

Send Report

A development officer often learns new address or other biodemographic data during contact with a prospect. This workflow allows the officer to send the new information on to the person responsible for record updates at the point when the contact report is being written.

The development officer completes an action and prepares to enter the contact report. From the contact report, the officer clicks the Send Biodemo Update button to create the email text. The system sends the email workflow when the user clicks the Send button.

The system sends an email notification with the biodemographic information update to the specified person(s) who handle record updates. Fields utilized in the email text include: Constituent ID, Constituent Name, and the sender's Name. The user can edit the information that appears by default on the Send Contact Report page.

AV_OUTR_BIO_SEND Page PeopleCode

This workflow starts manually when the user clicks the Send button.

Development Officer

AV_OUTR_BIO_SEND delivers an email notification to the specified recipient's inbox with the Subject: Biodemo Update for EmplID: EMPLID, Constituent's Name. The email text includes the name of the sender.

AV_OUTR_SEND

AV_OUTR_SEND Outreach Send Data includes three steps: 1) Submit Data, 2) Trigger email Biodemo Data, 3) Email Outreach Data

Send Biodemo Update

When a development officer completes a constituent action or contact with a prospect, the officer summarizes the results and information gathered in a contact report. This workflow allows the officer to send the contact report to individuals who have an interest in the outcome of the action. It includes the ability to alter the report prior to sending, adding explanatory text or removing sensitive information that should not be widely distributed.

The development officer completes an action and its related contact report. From the contact report, the officer clicks the Send Report button to create the email text. The system begins the email workflow when the user clicks the Send button.

The system sends an email notification with the contact report information update to the specified recipients. Fields utilized in the email text include: Constituent Name, a description of the related Constituent Action, the sender's Name, and the contact report text. The user can edit the information that defaults on the Send Contact Report page.

AV_OUTR_BIO_SEND Page PeopleCode

This workflow starts manually when the user clicks the Send button.

Development Officer

AV_OUTR_CNCT_SEND delivers an email notification to the specified recipient's inbox with the Subject: Contact Report for Constituent's Name — Action Description from completed action. Email text includes the name of the sender and the body of the contact report.

AV_OUTR_SEND

AV_OUTR_SEND Outreach Send Data includes three steps: 1) Submit Data, 2) Trigger email Contact Report, 3) Email Outreach Data

Send Report