Stakeholder Engagement
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Introduction
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Stakeholders
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Managing stakeholders with multiple positions
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Create a new position for a stakeholder
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Understand Multi-Level Hierarchies in Borealis
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Create relationships between organizations
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Define relationship types between organizations
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Introduction to relationships between organizations
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Use import template to batch create and link domain names to organisations (VIDEO)
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Automatically classify your stakeholders using their email domain name
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Introduction to Individuals
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Create and Edit Individuals
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Introduction to Organisations
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Create and Edit Organisations
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Position: Change Organisation
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Create and Edit Households
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Workflow for Individuals
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Workflow for Organisations
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Set Up and Use Stakeholder Verification
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Individual and Organisation Lists
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Confidentiality notice
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Add a Department for an Individual
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Manage and Merge Duplicate Stakeholders
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Managing stakeholders with multiple positions
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Stakeholder Assessment
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Planning
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Use Objectives and Milestones in Engagement plans
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Introduction to Engagement plans (Campaigns)
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Introduction to Activities for Engagement Plans
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Create and Edit an Engagement Plan (Campaigns)
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Create and Edit an Activity for an Engagement Plan
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Workflows for Engagement plans (Campaigns)
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Workflows for Activities
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Use Objectives and Milestones in Engagement plans
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Engagements
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Manage discussion points and follow-ups
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Create discussion points
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Introduction to Communications
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Create and Edit your Communications
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Add Participants Effectively
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Add Participants to a New Communication
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Add Participants to an Existing Communication
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Add Participants from a Distribution List
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Add Participants from the Individuals Registry
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Add Participants from an Invitation to a Meeting
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Manage Stakeholders Positions Within a Communication
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Enter a Sentiment for a Participant
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Follow Up on Communications
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Change the Formatting of Communications
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Link a New Communication to a Engagement plan
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Introduction to Issues
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Workflow for Issues
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Create and Edit Issues
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Create an Issue from a Grievance
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Introduction to Commitments
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Workflow for Commitments
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Create and Edit a Commitment
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The Highlights Feature
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Manage discussion points and follow-ups
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Media relations management
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Tools
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Manage Smart Email Bounces
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Understand How Smart Emails Read Rate Tracking Works
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Upload Communications with Excel
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Introduction to Distribution Lists
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Introduction to Smart Communications (Add-on)
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Create and Edit Distribution Lists
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Create and Edit Smart Distribution Lists
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Create, edit and send Smart Communications - Letter format
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Create, edit and send Smart Communications - Email format
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Workflow for Distribution Lists
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Granting access to Smart communications
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Manage Smart Email Bounces
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FAQ