Using Action Components for Initiative Setup
The Prospect Management feature in Contributor Relations contains four action components that are useful when you set up an initiative: action types, action contact types, action status codes, and action results. Use these components with campaigns, membership initiatives, and event initiatives, as well as for prospect management.
This section discusses how to:
Define action types for initiatives.
Define action contact types for initiatives.
Define action status codes for initiatives.
Define action results for initiatives.
Use the Action Types page to define general types of actions taken for a particular initiative, such as an ask.
Use the Action Contact Types page to define the actions that the initiative staff can engage in. When you create an assignment, you select the contact type. The contact type determines whether the action will occur through a telephone call, letter, email, personal visit, and so on.
Use the Action Status page to define the status codes that appear in the Action Status prompt dialog boxes throughout the system. Action status codes and action results are necessary for each action type and action contact type.
Use the Action Results page to define the values in the Result field on the page used when completing an initiative action. Action status codes and action results are necessary for each action type and action contact type.