Pipelines / Moves Management

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What's a Pipeline?

Pipelines can track the progress of a relationship through a series of sequential steps toward some goal. 

Many nonprofits use pipelines for "moves management" in a fundraising context. For example, they might track a major donor prospect through steps like:

  1. Identification (identifying the prospect)
  2. Qualification (validating the prospect's capacity to give)
  3. Cultivation (contacting the prospect and building a relationship)
  4. Solicitation (asking for a gift)
  5. Stewardship (managing the relationship on an ongoing basis)

But there's no reason to limit pipelines to fundraising. Pipelines can be used to model any multi-step "funnel" that applies to your organization's work. 

Creating a Pipeline

  1. Click "Manage Pipelines" under the Relationships navigation menu
  2. Enter a name for the pipeline along with two or more "steps" 
  3. Click the button to save

Adding Relationships to a Pipeline

Adding a Single Relationship

After creating a pipeline, you can click the link next to its name in the list to view it in detail. You'll see a table with columns for each step you created. In the first row is a form to search your relationships for someone to add to the pipeline.

Bulk Adding a Batch of Relationships

If you run a search of your relationships, a link will appear at the top of the results to "Bulk add all matching contacts to a pipeline". Click that link and follow the instructions to add everyone who matches the search criteria you specified. 

Tracking Progress

Status Updates

Once someone has been added to your pipeline, you'll want to track their progress through all of the steps you identified. Each step will always have one of the following statuses:

  • Working - the step is in progress and being actively worked on
  • Completed - the step has been successfully completed
  • Skipped - the step was not relevant or had to be skipped, but the relationship should remain in the pipeline nonetheless
  • Not Started - the default status before you've started work on a step

Updating the status of a step is as simple as selecting the status from the dropdown options.

Comments

You can also add comments to each relationship's record for a particular step, which can be useful for recording important context or notes.

Ending Early

Not everything works out the way you hoped. Sometimes, a relationship needs to be removed from a pipeline before they've completed all of the steps.

To end someone's pipeline participation early, click the action dropdown next to their name on the pipeline and click the link to end early. Enter a brief explanation and submit.

By ending someone's pipeline progress early, you will archive their progress data and prevent them from being accidentally added again in the future.

Removing a Relationship

If you added someone to a pipeline by mistake, you can remove them altogether. Click the action dropdown next to their name on the pipeline and click the link to remove them from the pipeline. 

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