When adding a new communication in the system, users have the possibility to directly link the records to other existing records such as campaigns. It allows for an accurate tracking of discussion points and feedbacks surrounding an engagement plan.
Steps:
- Create a new communication.
- Click on the “Engagement plans” field at the bottom of the form and enter the name or reference number of the engagement plan the communication needs to be linked to. A drop down menu will appear with the most relevant results.
Note: If the engagement plan does not exist, it is possible to create it directly by clicking on the “Add” button in the drop-down menu. - Click on the engagement plan that applies. If the communication is related to several plans, repeat the previous step.
- Once the engagement plan is selected, you can pursue the creation of the communication.
