Training Documentation

How to enter a Grant Opportunity

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How to create an Engagement Plan Template

Engagement Plans in NPSP are predefined sets of tasks and activities to standardize and streamline interactions with donors and constituents. Utilizing engagement plans can help to ensure consistent follow-up and personalized engagement, enhancing relationship management and operational efficiency for your fundraising team.

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How to add an Account to an Engagement Plan

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How to Update Tasks

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How to Delete an Engagement Plan

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How Levels Connect to Engagement Plan Templates

Levels in the Nonprofit Success Pack (NPSP) are used to categorize donors based on their giving history. While Levels can be based off of any numerical metric that is tracked, a common instance is to recognize and track donor contributions over time, helping nonprofits manage and cultivate relationships effectively.

Connecting Levels to Engagement Plan Templates

Engagement Plan Templates can be linked to different Levels in NPSP to automate and personalize donor interactions. For example, when a donor reaches a new Level, a corresponding Engagement Plan can trigger specific tasks, such as sending thank-you notes, scheduling follow-up calls, or inviting them to special events, thereby enhancing donor cultivation and retention.

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