When creating or editing a Campaign Communication, users have the option of including "Best Practice To-Dos." This option pre-populates the Communication task list with a series of tasks, which are created using general industry best practices for creating and sending appeals via various channels. Each task list is based on the Channel for a specific Campaign Communication.

Each task in the list will be assigned a due date, working backwards from the dates listed in your Campaign Communication setup, and each task will also be tied to a specific Step in the process, making it easy to recognize milestones.

Scroll through to see a list of the various Best Practice To-Dos, organized by Channel. 

Note: There are no best practice task lists for Communications assigned to the Advocacy or Other Channel, as the definitions for these Channels may vary widely from one organization to another.


Direct Mail




Social Media



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