How To Use Contact Plans
This document will help you begin to use Contact Plans
to control and manage your Contacts.
What Is A Contact Plan?
Manually scheduling contacts is great, but there are many
times when you would have to enter the same contact over
and over again because it is a repeating schedule. Other
times you may need to enter several contacts to work the
account properly. For instance, perhaps a letter, a phone call
and a review are necessary. When you find that you are repeatedly
entering the same contact, or scheduling multiple contacts
to perform the work you need done, let Collect! do your work
for you with a Contact Plan.
A Contact Plan is made up of single contacts or events. When
many contacts are used together as a single entity, it is called a
Contact Plan. Each component in a Contact Plan is called an Event.
* An Event can be a letter, a review, a change in status, posting a
transaction and many other types of events.
* An Event may be scheduled to run immediately or at a predetermined
date and time in the future.
* An Event:
- may be assigned to an operator you specify
- may have a specific priority
- may be scheduled to run only if a certain condition is met
The Demonstration database in Collect! contains many samples
of contact plans. We will use some of these in the exercises
in this document.
It is assumed that you meet the following requirements.
They are necessary in order to benefit fully from the information
in this topic.
Requirements
- Review help on Contacts, Events and Schedule Next Contact
- Review help on Reports and Letters
- Plan a Collection Strategy
- Setup Clients. Debtors and Operators
System Menu
Contact plans are found by pulling down the System menu and
choosing Contact Management Settings. A submenu offers you
the selections -- View Contact Plans, Import Contact Plan and
Export Contact Plan.
View Contact Plans
When you choose View Contact Plans, a list of all Contact Plans in
Collect! will be displayed. Buttons on the Contact Plan list allow you
to create a New plan, Edit an existing one from the list, or Delete a
plan from the list.
* You can also highlight a plan and press F5 to display its Contact
Plan form.
* Or, you can press F3 to open a new, blank Contact Plan form.
Examine several of the existing plans to get a feel for how they work.
Import/Export Contact Plan
You can also import Contact Plans from other databases or
from technical support documentation that Comtech Systems
sends you.
You can export Contact Plans in a similar fashion.
This is often the best way to send Comtech Systems details
of a problem you are having with the functioning of your Contact
Plan.
Please refer to the Help topics - How To Import A Contact Plan and
How To Export A Contact Plan.
Contact Plan Events
Contact Plans are composed of events, as described above.
Select an existing plan and click on one of the events listed.
The Event form will open and you can examine the settings
that are possible for each Event in a Contact Plan.
Press F1 from the Event form for an explanation of the settings
on the Event form. You can also access information
on Contact Plans by pressing F1 from the Contact Plan form.
When you are viewing a Contact Plan form, you can press
the record navigation buttons: [ << ] BACK , [ >> ] FORWARD
to view other plans in Collect!'s list of Contact Plans. Also, when
you are viewing the Events form for a particular plan, you can use
the record navigation buttons to scroll through all the Events in the
Contact Plan you are viewing.
Design Or Modify A Contact Plan
You can print all the details of a particular Contact Plan and
all of its Events by pulling down the Print menu. Choose
Reports and Letters, then choose Quick Print. Choose the
destination for your output, for instance, screen or printer.
Choose Print. When prompted to include details, choose
"Yes".
This will print a Contact Plan report for the plan you are
viewing, including all of the settings for each of its Events.
This can be used to examine a plan in detail and figure out the
settings you would like for your own plan. If you print this
to the printer, you can compare the settings for a few plans
and jot down changes. All of the settings are labeled in the
report so you will know exactly what you are setting as you
draft your own strategy into a Contact Plan.
You can create a new Contact Plan and apply your settings
to it, adding events as needed to complete the plan.
Select A Contact Plan For A Debtor
For these exercises, please sign into Collect! as
operator OWN. When you choose a Debtor for one of the
instructions, check the upper right hand corner of the Debtor
form. The Operator field should read OWN. This way, your results
should match the results that are described in the examples.
Pull down the Browse menu and choose Active Debtors. Then, open a
Debtor form by pressing F5. Click the Action button or press F2
when you are in the Action field. The list of Contact plans pops up.
Choose one that sends a letter or schedules a phone call and
press the Enter key. Collect! runs the Contact Plan behind
the scenes, scheduling Contacts and performing other tasks
set in the Contact Plan and its Events.
Select the Contacts tab. The list of this Debtor's contacts is
displayed. Notice that the new contacts have been added to
this list.
Work In Progress
Go to the Main Menu and choose Work In Progress. The Contacts
scheduled in the Contact Plan to occur immediately will now appear
in your To Do list or in the list of the appropriate operator. Events
scheduled in the future, such as reviews, will appear in Work In
Progress on future dates as setup in the Contact Plan and displayed
in the Debtor's contacts after the Contact Plan is run.
Batch Processing
You can also run Contact plans on batches of accounts. You can
batch accounts by any criteria you choose. Use the Tools Menu
Batch Processing command for more information.
See Also:
- Contacts Versus Contact Plans
- How To Design New Contact Plans
- How Collect! Executes Contact Plans Internally
- How To Manage Contacts
- Batch Processing
- How To Import A Contact Plan
- How To Export A Contact Plan
Contact Plan Samples
Quite a number of sample contact plans can be found in the
Demodb database that ships with Collect! As described above,
it's easy to change existing plans and add new ones to suit
your requirements. The list below introduces some basic
predefined Contact Plans.
The predesigned Contact Plans are only found in
the Demodb database.
If You Would Like To Copy Contact Plans
If you would like to copy some of these Contact Plans into your Masterdb database:
1. At the Main Menu, pull down the System menu and choose
Contact Management Settings.
2. Then select View Contact Plans.
3. From the list that is displayed, use the arrow keys to
locate and highlight the Contact Plan you would like to copy.
4. Select Edit from the top menu bar and then select
Copy from the drop-down choices. You will be notified that
your Contact Plan has been copied to the Clipboard.
To copy additional Contact Plans, use the
arrow keys to highlight them. Repeat step 4. You will
be notified that other items are on the Clipboard. Choose
"No" to add this item to the Clipboard contents.
5. Click OK to close the Contact Plans list. Choose Quit
at the Main Menu to exit from your Demodb database.
5. At the Welcome to Collect! screen, switch to your Masterdb
database. The Database to Open field will now display "MASTERDB."
6. Repeat steps 1 and 2.
7. With the list of Contact Plans displayed, pull down the
Edit menu and choose Paste.
8. Check the Contact Plan(s) you copied to make sure it has all
the information of the original and all the Events listed.
See Also:
- How To Import A Contact Plan
- How To Export A Contact Plan
Contact Plan And Event Settings
Only settings that are switched ON are listed
below. You can view these Contact Plans as described above
under the heading "View Contact Plans.".
You will find it most helpful if you open each Contact
Plan as it is being discussed and examine the settings that are
mentioned. Pull down the System Menu, choose Contact
Management Settings, Contact Plans and then choose View.
Look for each plan by its Code.
Press F1 on the Contact Plan form and the Event form
for field level help and details.
*** PLANS IN THE DEMONSTRATION DATABASE MAY NOT HAVE ***
EXACTLY THE SAME SETTINGS AS THESE PLANS
New Business
This Contact Plan manages new accounts. It is made up of a
Contact Plan with five events. After an initial letter, a phone call is
made. This is followed by two more letters at intervals set in
"Delay Days" in the Event form. The events are scheduled
and will appear in the Work In Progress list of the account
operator on the days predetermined by the Contact Plan.
On the days that letters are to be sent, they will be included
automatically in batch process letters for that day.
On the Contact Plan form, the following information is setup:
Code: NEW
Description: New Business
Delete all pending contacts
The five Events for NEW are as follows:
1. This Event sets the Debtor status to NEW.
Type: Status
Description: NEW
Assign to account operator
Schedule immediately
Timeless
2. This Event sends the first Letter.
Type: Letter
Description: Series 1 - Letter 1
Assign to account operator
Schedule immediately
Priority: 10
Timeless
3. This Event schedules a phone call after 3 days.
Type: Phone
Description: Home
Assign to account operator
Delay days: Yes ......... Days: 3
Priority: 30
Timeless
4. This Event sends a second letter when 30 days have lapsed.
Type: Letter
Description: Series 1 - No Response To Letter 1
Assign to account operator
Delay days: Yes ........ Days: 30
Priority: 20
Timeless
5. This Event sends a third letter when 60 days have lapsed.
Type: Letter
Description: Series 1 - No Response - Threat of Action
Assign to account operator
Delay days: Yes ........ Days: 60
Priority: 30
Timeless
The Days in "Delay days" are counted from
the day the Contact Plan is run. So this Contact Plan
has two events that happen immediately, a status change
and a letter. Counting from this date, another Event is 3 days later,
one 30 days later and one 60 days later - all counted from
the same beginning date - the first day the Contact Plan is run.
Close File
This Contact Plan will close an account and note that it has
been closed. It can be used with another plan that sets the
conditions for closing files. For instance, if an account is
paid in full, the account could be closed automatically.
See the topic How To Design New Contact Plans
where a Paid In Full Contact Plan is designed using this idea.
On the Contact Plan form, the following information is setup:
Code: CLO
Description: Close File
Delete all pending contacts
The two Events for CLO are as follows:
1. This Event closes the file.
Type: Close
Assign to account operator
Schedule immediately
Timeless
2. This Event writes a note the Debtor's record.
Type: Note
Description: File closed
Assign to account operator
Schedule immediately
Timeless
Call In Fifteen Minutes
This Contact Plan schedules two events - one, a phone call in
fifteen minutes and the other, a note, in case of a busy signal.
On the Contact Plan form, the following information is setup:
Code: C0
Description: Call In 15 Minutes
The two Events in C0 are as follows:
1. This Event schedules a phone call in 15 minutes.
Type: Phone
Description: Home
Assign to account operator
Schedule immediately
Priority: 90
Delay: Yes ...... Minutes: 15
Timeless
2. This Event writes a Note to the Debtor record.
Type: Note
Description: Busy, call again in 15 minutes
Assign to account operator
Schedule immediately
Timeless
Send A Letter
This Contact Plan schedules a letter to be sent. Then
it schedules a review to check whether a response
was received.
On the Contact Plan form, the following information is setup:
Code: L1
Description: Letter 1 - Today
The two Events in L1 are as follows:
1. This Events queues a letter in the print batch.
Type: Letter
Description: Series 3 - Letter 1
Assign to account operator
Schedule immediately
Prompt to confirm details
Delete same type contacts
Timeless
2. This Event schedules a review in 14 days.
Type: Review
Description: Letter sent recently. Any response?
Assign to account operator
Delay Days: Yes ...... Days: 14
Priority: 25
Prompt to confirm details
Delete same type contacts
Same description only
Timeless
Review A File
This Contact Plan schedules a file review.
On the Contact Plan form, the following information is setup:
Code: REV
Description: Review
The single Event in REV is as follows:
This Event schedules a review.
Type: Review
Description: Review file...
Assign to account operator
Schedule immediately
Priority: 30
Prompt to confirm details
Delete same type contacts
Timeless
Examples Using Contact Plans
Now, let's try a few if these sample Contact plans.
*** IMPORTANT *** For these exercises, please sign into
Collect! as operator OWN. When you choose a Debtor for
one of the instructions, check the upper right hand corner of
the Debtor form. The Operator field should read OWN. This way,
your results should match the results that are described
in the examples.
The following examples assume you are on a
Debtor record. If you are not on a Debtor record, pull
down the Browse menu, choose Active Debtors and
press F5, or click on the line item, to open a Debtor.
Please press F1 for help regarding the Schedule Next
Contact form which is mentioned in a few of these examples.
It is advised that you do not type details into this form or press
the buttons on it until you know what they are for.
Scheduling Letters To New Business
1. Either press F2 on the Action field, click your mouse, or press
the Action button.
2. Type NEW in the Action field. Collect! quickly performs some
actions "behind the scenes."
3. Select the Contacts tab on the Debtor form. Notice that several
new letters and a phone call are entered in this Debtor's Contact list.
Notice the dates. You will see that they correspond to the Delay Days that
were set in the NEW BUSINESS Contact Plan described above.
These contacts will appear in the account operator's To Do list
on the days that they are scheduled.
Collect! has automatically scheduled all the appropriate
contacts for this Contact Plan. You can see how this speeds
up data entry and minimizes errors. Contact Plans provide
a consistent, timely contact strategy.
Scheduling A Call
1. Either press F2 on the Action field, click your mouse, or press
Enter on the Action button.
2. Type the letter C and press Enter. The Schedule Next Contact
form opens. This is because the "Prompt to confirm details"
switch is ON in the Event form for the Contact Plan whose Code
is C.
You can easily verify this by opening the Contact Plan
list. (Pull down System menu, choose Contact Management Settings,
Contact Plans, View.) Look for Code 'C' - Prompt to plan call. Open
this Contact Plan and click on the Event. You will now see that "Prompt
to confirm details" is checked. Whenever this is checked in an Event
for a particular Contact Plan, the Schedule Next Contact form will open
when you type that Contact Plan's code into the Action field on
the Debtor form.
Find help on the Schedule Next Contact form by
pressing F1. There you will find details about the options and
choices you have when this form is displayed.
3. Fill in the details of the call you want to schedule. Select the
Contacts tab and you will see that the call has been added to
the contacts list.
Scheduling A Letter
1. Either press F2 on the Action field, click your mouse, or press
Enter on the Action button.
2. Type L1 and press Enter.
If you refer back to the details of the SEND A LETTER
Contact Plan described above, you will notice that this Contact Plan
also has an Event with "Prompt to confirm details" switched ON.
Therefore, the Schedule Next Contact form will open.
3. The letter will be printed in the daily letter batch.
Find help on the Schedule Next Contact form by
pressing F1. There you will find details about the options and
choices you have when this form is displayed.
Scheduling A Review
1. Either press F2 on the Action field, click your mouse,
or press Enter on the Action button.
2. Type REV and press Enter.
3. When the Schedule Next Contact form displays, fill in
the description of the review you want to schedule and it
will be added to the Debtor's contacts list.
You will find more help by pressing F1 in the Contact
Plan form and also in the Event form.
Summary
This article barely skims the surface of the possibilities
available to you when you use Contact Plans. To use them
effectively requires a well thought-out collection strategy.
As you know, there are many possible outcomes of
interactions with your Debtors and Clients. Many of them
can be anticipated and handled automatically with Contact
Plans.
See Also
- Contact Plan Topics
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