CharityEngine provides an easy way for you and those in your organization to craft activities associated with your contacts and constituents. Creating an activity not only creates a record but also a reminder and record of the points of time in which you are interacting with your donors. CharityEngine makes it easy to create, manage and automate activities - allowing you and your team to ensure strategic activities are planned, scheduled and executed.
Table of Contents
Instructions - Creating New Activity Records
Step 1: Navigate to the Contact App > Activities > Activities > Create New to create a new activity from this screen.
Instructions - Managing Existing Activity Records
Instructions - Creating Activity Automation
Instructions - Viewing My Activities
There are a few areas in which you can view and monitor your activities to assist you in keeping organized on donor cultivation efforts, organizational events, and/or planned communication plans.
Use the activity calendar to view activities, communication plans, and events in a calendar view.
Step 2: Use the filter features to view by month, week, or day - and/or filter by activities, events, and/or initiatives
Activity Summary Panel - Default Dashboard
Use your organization's default summary dashboard for a quick view of activity calendar to view activities, communication plans, and events in a calendar view.
Step 3: Locate the Upcoming Events panel to view organizational events in which you are connected with
Activity Report Builder
Use the report builder to create a custom report and export for your organization's needs.
FAQs & Additional Reading
Q. How can I use the trigger feature to create automated actions, activities, notifications, etc. for my organization?
A. The Automation & Workflow Trigger feature can be a powerful tool to assist you in automating tasks to eliminate the need of manual work. Learn more about how to use the Trigger feature and a few use cases by visiting Automation & Workflow: An Overview of Triggers & Use Case - Examples