Stakeholder Engagement
Introduction
Stakeholders
- Create an Individual Record
- Search for an Individual's Record
- Workflow for Individuals
- Managing stakeholders with multiple positions
- Create a new position for a stakeholder
- Change a Position from One Organisation to Another
Stakeholder Assessment
- Assessing a stakeholder
- Activate an Assessment Program
- View Details of an Alert in an Assessment Program
- View Details of an Assessment in the Assessment History
- Delete an Assessment Program
- Duplicate an Assessment Program
Planning
- Create an Internal Action
- Duplicate an Engagement Plan
- Complete Tasks for an Engagement Plan
- Add Staff Members to One or Several Engagement Plans
- Monitor an Engagement Plan
- Enable Land Management Functionalities for Engagement Plans
Engagements
- Import participants
- Manage discussion points and follow-ups
- Create discussion points
- Create and Edit your Communications
- Add Participants Effectively
- Add and Edit Participants to an Existing Communication
Insights
- Consulting Stakeholder Summaries Generated From Communications
- Introduction to AI Insights
- View AI Insights for Individuals, Organisations, or Communications
- Hide Insights in Your Insights Lists
- Create Actions From an Insight
- Modify an Insight Type
Media relations management
Distribution lists and smart lists
Smart Communications
- Set up smart communications
- Introduction to Smart Communications (Add-on)
- Create, edit and send Smart Communications - Email format
- Create, edit and send Smart Communications - Letter format
- Understand How Smart Emails Read Rate Tracking Works
- Manage Smart Email Bounces