How do I create a Direct Response Plan?

Overview 

Creating a Direct Response Plan helps you organize and execute your outreach campaigns more effectively. 

Step 1: Access the Direct Response Plans dashboard 

1. Open Direct Response Plans from one of these locations: 

   1. Sidebar menu 

   2. View All link in the Direct Response section of the Fundraising Dashboard 

Step 2: Start a new plan 

1. Click "Create a Plan" in the top right corner 

2. Select the type of plan from the available options: 

   1. Digital Ads 

   2. Direct Mail - Housefile 

   3. Direct Mail - Acquisition 

   4. Telemarketing 

   5. Multichannel 

3. Enter a name for your plan 

4. Add an optional description 

5. Click "Create" to proceed 

Step 3: Add basic plan details 

1. In the Details step, fill in the Plan Details section: 

   1. Campaign name 

   2. Effort Name

   3. Description 

   4. Drop Date 

2. Complete the Budget section: 

   1. Budgeted Revenue 

   2. Budgeted Cost 

   3. Projected Revenue 

   4. Projected Cost 

3. Add Vendor Information if applicable: 

   1. Vendor Name 

   2. Mailing Instructions 

   3. List instructions 

Step 4: Complete the remaining steps based on plan type 

1. For most plan types, continue to the Audience step 

2. For Direct Mail or Telemarketing plans, proceed to the Segments step 

3. Add any Extras if needed 

4. Review and export your plan 

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