Engagement Strategies allow you to group profiles based on a variety of criteria and then assign them to a single umbrella for donor development and communication purposes. The umbrella is the Engagement Strategy.
Engagement Strategies are a user-defined list that enables segmentation of a database for donor development and communication purposes. A single profile record may have multiple profile types, org roles, profile fund categories, opportunities, philanthropic interest types, etc. Unlike other user-defined fields used in profile segmentation, only one Engagement Strategy can be applied per profile.
This grouping allows you to easily prioritize and work with a defined group of people rather than having to repeatedly build custom lists based on a wide variety and combination of profile attributes.
Assign Engagement Strategies
After you have created your engagement strategies, they can be assigned to profiles one at a time or in bulk.
Assign to One Profile
- Navigate to a profile then click Edit in the left side-menu.
- Select the preferred engagement strategy from the drop-down menu then click Save.
Assign in Bulk
- Build a profiles filter report, or build a list of profiles in custom reports.
- If using custom reports, include the Profile ID field.
- Click Add To Engagement Strategy in the left side-menu.
- Click the name of the engagement strategy you want to assign to the list of profiles.
- Click [Yes].
The same methods used to assign engagement strategies can be used to remove engagement strategies from profiles. Select Delete from Engagement Strategy after building a profiles report.
Since a profile can only have one engagement strategy, when you bulk assign engagement strategies the engagement strategy being assigned will overwrite an engagement strategy that was already on the profile.
After you’ve developed your tier criteria and set up your engagement strategy options, start assigning engagement strategies from your bottom, most inclusive tier and then work up tier by tier. This ensures that when a constituent meets criteria for more than one tier, they are in the highest tier they qualify for.