Introduction to Engagement plans (Campaigns)

Please note that engagement plans now replace campaigns: users will benefit from the same functionalities, but also additional ones, including activities, monitoring, follow-ups, and task management.

An engagement plan is the strategic grouping of a series of communications, activities and tasks, in order to achieve a specific goal. Engagement plans allow users to implement their plans, track their progress over time and according to their goals, in addition to monitoring their team’s performance.

They can also be used to group elements that are linked to the same initiative: engagement plans allow users to organize information linked to a specific stakeholder communication initiative. For instance, users can use engagement plans to group targeted stakeholders with planned communications, activities and follow-ups, as well as relevant tasks for team members.

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