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. These 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. Each Task will also be tied to a specific Step in the process, making it easy to recognize milestones.
Table of Contents
Below is a list of the various Best Practice To-Dos, organized by Channel. You will notice there are no best practice task lists for Communications assigned to the Advocacy or Other Channel. This is intentional as the definitions for these Channels may vary widely from one organization to another.
| Step | Task |
| Creative | Design Creative |
| Concept | Define Split Test (Subject Line, CTA, Copy Length) |
| Creative | Define Segments to receive email |
| Production | Set Up Google URL for Tracking (UTM code) |
| Creative | Write Copy |
| Creative | Approve Design |
| Production | Cut up HTML with draft copy and move into email tool |
| Production | Proof Copy |
| Production | Approve Copy |
| Production | Update email HTML with final approved copy |
| Production | Final data pull |
| Production | Send Test Email |
| Production | Verify click tracking, unsubscribe, and Google Tracking are working |
| Production | Verify all links in email function |
Direct Mail
| Step | Task |
| Production | Verify envelope, insert, and letter format choices |
| Production | Define Split Test (copy length, envelope, CTA) |
| Creative | Design Creative (letter, insert, and envelope) |
| Creative | Write Copy |
| Production | Approve Design |
| Production | Final data segmentation for entire mailing and split tests |
| Production | Proof Copy |
| Production | Approve Copy |
| Production | Final data pull |
| Production | Ship creative and data to printer |
| Production | Verify referenced URLs are live |
Radio
| Step | Task |
| Concept | Determine spot lengths and format |
| Creative | Book talent |
| Production | Book recording facility |
| Creative | Write script |
| Production | Approve script |
| Production | Determine translators and times based on budget |
| Production | Record creative |
| Production | Send test creative to internal team |
| Creative | Refine creative |
| Production | Send final media to media agency |
| Production | Verify references URLs are live |
TV
| Step | Task |
| Concept | Determine spot lengths and format |
| Creative | Book talent |
| Production | Book recording facility |
| Creative | Write script |
| Production | Approve script |
| Production | Determine translators and times based on budget |
| Production | Record creative |
| Production | Send test creative to internal team |
| Creative | Refine creative |
| Production | Send final media to media agency |
| Production | Verify references URLs are live |
Web
| Step | Task |
| Creative | Design Creative |
| Concept | Define Split Test (CTA, Hero image) |
| Creative | Write Copy |
| Creative | Approve Design |
| Production | Define paid ad strategy and set up Google Ad campaigns |
| Production | Set Up Google URL for Tracking (UTM code) |
| Production | Implement GA code for page views, email signups, and gifts |
| Production | Cut up HTML with draft copy and implement in test environment. Wire to CMS |
| Production | Proof Copy |
| Production | Approve Copy |
| Production | Update site template HTML with final approved copy |
| Production | Send link to test group in organization |
| Production | Verify Google Tracking is working |
| Production | Verify all links function |
Social Media
| Step | Task |
| Concept | Determine Outlets for posting |
| Concept | Determine number of posts per outlet |
| Production | Make sure any media/images for posts are created |
| Production | Assigning post creation to team member |
| Production | Assigning monitoring on real time social responses to team member |
| Creative | Write draft posts |
| Production | Proof and approve posts |
| Production | Schedule posts using social media tool |
PR
| Step | Task |
| Concept | Define your audience (local, regional, national) |
| Concept | Identify target goals and media outlets |
| Concept | Identify any written copy needed (blogs, press releases, internal editorial articles, etc) |
| Concept | Coordinate social media team on strategy/goals or campaign |
| Production | Call and email editorials outlets are sympathetic to your ideas |
| Creative | Write blog or press release copy |
| Production | Proof read copy of blog or press release |
| Production | Submit press release on to desired audiences |
| Production | Distribute press to social media audience and appropriate email segments |
| Production | Call and email media outlets to follow up on press release, blog, or social posts |
| Production | Set up a saved google search to track hits and impact of campaign |
Event
| Step | Task |
| Concept | Define your audience and goals for event (local, regional, national) |
| Concept | Define your target number of attendees |
| Concept | Define your key ask for financial giving, relational giving (sharing), and volunteering |
| Concept | Identify and book location |
| Concept | Identify and book talent for speaking at event |
| Concept | Identify and book catering services |
| Concept | Identify volunteer and staff needed to usher, take donations, etc |
| Creative | Design creative for any handouts/bulletins needed for event |
| Creative | Design creative for digital assets (e.g. powerpoint slides) needed for events |
| Production | Data pull for invite list |
| Production | Send invites |
| Production | Print handouts/bulletins |
| Production | Track RSVP's |
| Production | Follow up with event location on updated attendee count |
| Production | Track event results and event giving (financial and sharing) |
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