Trying to not re-invent the wheel,
Does anyone have any good ideas around managing the process of assigning tasks for Support Services / Donor Support officers to make calls to first time donors?
Scenario - During a Fundraising a campaign, Fundraising manager wants Donor Support Officers to make phone calls to First time Donors. These phone calls need to be recorded in Salesforce.
Is anyone doing something clever in this space?
You can use Flow to create Tasks. But here are a few things to consider:
1. Will staff be in the habit of looking for/at and completing these tasks/calls? If not, there's no point in going to the trouble of creating them.
2. Depending on how clean/deduped your database is and how donations come into your org, it may be common for a donation to look like it's a first time donor but not be. You may need these to be examined carefully before someone picks up the phone and suggests that it's someone's first donation! So maybe assign it to the person who tries to confirm it's really a first-time donation, and then they can reassign the task or create a new task for the call to get made.
3. When the call is made, staff should NOT suggest it's a first time donation, just in case. They can thank the donor, regardless, and let the conversation help them understand what inspired the donation and if it's a first time donation.
Interested to hear others' thoughts.
