Create Engagement Strategies

Written by Nick Miles

Last published at: January 22nd, 2020

Create engagement strategies to help segment your profile database for donor development and communication purposes.

 See Engagement Strategies Overview for more information about engagement strategies.
  1. Select Profiles from the Home page.
  2. Click Profile Types.
  3. Click Add Engagement Strategy.
  4. Give the engagement strategy a Name, and click Save.

      Next, assign your engagement strategies to profiles by editing a profile(s). Profiles can be edited individually, or in bulk.