Assigning an Activity Plan to a Contact

To assign a Marketing Activity Plan to a contact:

1. From the contact’s Keep In Touch tab, click Assign a New Activity Plan.

2. Enter the plan start / event date (defaults to the current date).

3. To search for the desired plan, select the method of correspondence from the list and/or enter a keyword in the plan name and click Search Plans to limit the list of plans to select from.

4. Click the check box next to the plan you wish to select and click Continue.

5. The next screen displays a list of the plan tasks and the due date automatically assigned to each task. If necessary, prior to assigning the plan, you can modify the automatically assigned date for each task, or remove the check in the Include column to exclude the task altogether.

Note: At this point nothing has actually been assigned or created. If for some reason you do not wish to assign the plan, click Cancel. If you wish to assign a different plan or change the plan start date, click the Back button and return to step 2.

Each task includes an Assign Task To drop-down list for the selection of the team member to which each task is to be assigned. For email and letter tasks, an additional Send From drop-down list provides for the selection of which team member’s branding to use for the email or letter. The default assignments are based on the set up of the activity plan (See Creating a Marketing Activity Plan). There are also drop-down lists and Update buttons at the top of the page that allow you to easily update the Assign Task To and/or Send From team member selections for all activity plan tasks.

6. Click Assign Plan & Create Selected Tasks.

For information on viewing and completing activity plan tasks assigned to a contact, see Viewing a Contact's Activities & History.

You can use List View to easily assign a Marketing Activity Plan to multiple contacts at the same time.