Communication Plans let you set up the same communications workflow for each lead you put on the plan. Plans are comprised of letters, emails, and to-dos and have a number of timeframe options. For example, you can schedule a "Welcome to YourCollege Admissions" email after initial contact, then an introductory letter to accompany an information packet via snail mail, and then a number of follow-up tasks to help coax the lead into applying.
Communications and activities are tracked on the lead's Profile > Activity Feed, in Communications > Scheduled Events, and on Admissions > Dashboard.
To get started, go to Communications > Communication Plans.
- Click Add a communication plan and start adding events.
- After setting up your first plan, apply it to a test person to get a feel for how it works.