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Procedure/Guide

My Prospect Alerts — Steps and Interactions


Constituent Data,
Fundraising
| 2 minutes to read
Last Updated: 09-15-2021

Summary

The self-service reports in My Prospect Alerts — a tab on the My Fundraiser page — provide accurate and timely information for development officers related to both their assigned and unassigned prospects. This guide explains how to use the Steps and Interactions subtab.

Key Takeaways

  • Understand parameters and outputs of the Steps and Interactions subtab of the My Prospect Alerts tab.
  • Such information is confidential and may only be used in accordance with WFAA’s polices, including its data disclosure and confidentiality policies.

When to Use

The My Prospect Alerts — Steps and Interactions Report outputs a list of all pending or completed steps or interactions entered, by any staff, for prospects (or a prospect’s spouse) that the user has engaged within the past year.

Specifically, the output includes all prospects for which a user is a plan manager (primary, secondary, secondary solicitor) on an active plan, or an owner or additional solicitor of any interaction in the last 12 months or any step in pending/planned status.

The output, by default, includes steps or interactions entered into ABE in the previous two weeks or scheduled to occur in the coming two weeks. Dates can be edited to provide any desired time frame and reflect the entered-on date for completed steps/interactions or the contact date for pending steps/interactions.

This is a self-service report available to WFAA development staff and campus users who have the prospect and plan management role and have agreed to maintain the information’s confidentiality and to use it only in accordance with WFAA’s polices, including its data disclosure and confidentiality policies.

The report is only available to be viewed online and cannot be exported to any other format.

What Is Included in the Report

The My Prospect Alerts — Steps and Interactions Report outputs the following fields:

Lookup ID

This is the unique ID used in the ABE CRM system. The report includes a hotlink that will redirect you to the constituent record in ABE CRM.

Constituent Name

The individual constituent associated with the Lookup ID

My Prospect Role

The current user’s role with the prospect and the constituent’s relationship to the prospect as appropriate

Examples include:

Prospect Manager or Prospect Manager/Participant — Spouse

Primary Manager or Primary Manager/Participant — Spouse or Primary Manager/Participant — Key Influencer

Secondary Manager or Secondary Manager/Participant — Decision Maker

Interaction Owner or Interaction Owner/Participant

Interaction Status

The current status of the interaction (completed, pending, planned)

Interaction Objective

Text from the summary field of the interaction or the objective field of the contact report

Interaction Owner

The WFAA or campus staff member who is listed as the owner of the interaction or contact report

Interaction Date

The contacted date entered on a completed step or interaction, or the date the pending activity is due to occur

How to Generate the Report

  1. Log in to ABE CRM.
  2. On the navigation bar, click Prospects.
  3. Under Prospect Management, click My Fundraiser.
  4. Select the My Prospect Alerts tab from among the tab options (you may need to scroll to the far right).
  5. Click the Steps and Interactions subtab on the red bar.
  6. The Start Date will default to the previous two weeks, and the End Date will default to the coming two weeks. You may edit the date range and click the View Report button on the far right of the tan bar to see the steps and interactions in the date range specified. For interactions with a status of “Completed,” this report pulls from the Actual Date. When the status is “Pending” or “Planned,” the report pulls from the Expected Date.

Note: The Fundraiser field defaults to the current user and may not be edited.


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