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Asks

DonorDock Help CenterArticlesActivities

Asks

The Ask activity allows you to track fundraising Ask activities in DonorDock.

Fields to select when creating an Ask Activity:

  • Contact. The contact that the Ask is directed to.

  • Assigned to. The user who will be completing the Ask with the contact.

  • Subject. The subject of the Ask.

  • Due Date. The date that the Ask is expected to be completed.

  • Planned Ask. Amount of ask planning to make. This may be updated to a different actual ask completed.

  • Actual Ask. Amount of actual ask.

  • Likelihood. Likelihood of ask being met: Not Happening, Unlikely, Maybe, Probably, Done Deal

  • Ask Stage. The Stage for the Ask based on where in your moves management you are with the contact.

  • Priority. The ranked priority of the activity: Low, Medium, or High.

  • Status. The status of the Activity. Has the Ask already been completed, is it incomplete, or cancelled. If status complete, box will appear for Completion Note.

  • Completion Note. Any notes you wish to enter about the Ask (outside of the Notes) as to the completion of the activity.

  • Notes. Notes and information relating to the Ask.

  • Campaign. Campaign (if any) the Ask activity is associated with.

  • Appeal. Appeal (if any) the Ask activity is associated with.

Ask activities may be created manually by adding an activity, added in bulk through reports if there were more than one donor in the Ask, or may be imported through the import tool.

To Create an Activity From Quick Add MenuTo Create an Activity from the Contact RecordHow To Create and Complete an Activity from the Action BoardHow to Add an Activity from a ReportImporting OverviewTo View an Activity from the Contact RecordTo Manage an Activity from the Contact Record