How does the Click & Pay Suite handle complex donor journeys? This audio overview dissects the mechanics of the Engagement Plan tool in Salesforce. We discuss:
- The 4 Conditions: How the system reacts to Opened, Not Opened, Clicked, and Donated statuses.
- The Hierarchy: Understanding how donors move from Parent to Child campaigns automatically.
- The Strategy: A walk-through of a quarterly "drip" scenario that ensures no donor is left behind. Perfect for Salesforce admins and fundraising managers looking to automate their workflow.