Add Stewardship Plan Template Screen

Template name

Enter a unique name for the template.

Site

You can select one or more sites to associate with the stewardship plan template. Templates can be used by users in those sites. The site of the stewardship plan template does not impact the site of the stewardship plan.

Category

Enter a category for the step.

Objective

Enter the reason your organization or a steward should perform this step.

Date option

Select “Days from start” to enable the Days from start field or select “Specific date” to enable the Target date field.

Days from start

The start date is the day you add the template step to a stewardship plan. In Days from start, enter the number of days after the start date for the step to occur. For example, to have a steward contact the donor two days after you add this step to the donor’s stewardship plan, enter “2.” The program calculates the calendar date for the step to occur based on the date you add the step to a plan and the number of days you enter in Days from start.

Target date

Select the date the step should occur from the calendar.

Locked

Select to disable date fields for the step. When you move dates forward or backward in the Adjust expected dates fields on a stewardship plan, locked dates do not change. Use this option for steps associated with a fixed date, such as an event. Clear the checkbox to unlock the date.

Contact method

Enter how you intend to contact the constituent for this step.

Frequency

Select how often the step occurs.