Constituent assignments

Note: Currently available through Early Access Program for organizations in Canada, Australia, New Zealand, and United Kingdom.

Development Agent uses a constituent list selected by your organization to identify constituents available for assignment. The selected list serves as the source for constituent assignments and can be updated as your fundraising priorities change.

Using constituent lists for assignments

Think of the selected constituent list as the pool of constituents available for Development Agent assignments. The constituents included in that list are the constituents available for the agent to assign.

For example, your organization could create a list of:

• Major giving prospects

• Active donors

• Constituents managed by a specific fundraiser

• Donors participating in a particular campaign

• Constituents who meet your organization's portfolio criteria

The list you choose should reflect the group of constituents your fundraising team wants Development Agent to help manage.

Select a constituent list

Select the constituent list that the agent will use for assignments.

1. In Development Agent, either open Choose how to assign constituents from the onboarding options, or later, select Manage assignment criteria under Settings.

2. Under Assignment method, select Constituent list.

3. Search for and select the constituent list you want to use.

4. Select Save.

Development Agent uses the selected list as the source for constituent assignments.

Note: Organizations using list-based assignments must select a constituent list before Development Agent can assign constituents.

Manage assignment criteria

You can update the list used for assignments at any time.

1. From the Development Agent dashboard, select Manage criteria in the Assignments tile.

2. Under Assignment method, select Constituent list.

3. Search for and select a different constituent list.

4. Select Save.

Development Agent uses the updated list when creating assignments.

Assign more constituents

You can assign additional constituents from the selected constituent list as more constituents become available.

1. From the Development Agent dashboard, select Assign more constituents.

2. Enter the number of constituents to assign.

3. Select Save.

Development Agent assigns available constituents from the selected constituent list.

Note: The maximum number you can assign depends on how many constituents are currently available in the selected constituent list.

FAQs