Before paths were available, contact types defined why a person was contacted. When setting a followup, the contact type was used to remind control panel users the reason the person needed to be contacted. Paths allow a nation to define the entire engagement workflow to achieve a single purpose. To use this robust feature, you will need to stop using contact types and followups.
There are two steps to the upgrade process:
You only need to create paths if you have custom contact types.
Previously, seven default contact types were installed in a nation. These contact types do not need to be replicated in paths. While these contact types will not be transferred, default paths will be created automatically to support the workflow around particular features.
If you created your own contact types and would like to continue to represent that workflow in your control panel, you will need to create paths. A path includes a series of steps a person or organization can take to accomplish a piece of your goal.
A contact type may correlate to an entire path. This means that the contact type will name a new path and you will need to define the path steps. So, if you had a customer service contact type, you would want to create a customer service path.
On the other hand, if your contact types begin with the same word (e.g. "donor"), that indicates they are nested contact types and may represent path steps.
To create a path, go to the People section of your control panel.
Click on path view .
Then click on the path picker . The path picker will open.
Click on "+Create path."
The path development guidelines are designed to help think through path creation.
Upgrade followups to path steps.
A followup reminds a control panel user to reach out to someone on a specific date. Similarly, active paths represent current engagement between a person and your organization.
Upgrading followups to paths steps begins by deciding which step corresponds to which contact type. When you do this, anyone with a particular followup is placed on a path step and the step will be due on the day the followup was due. You also have the option of assigning that path step to a control panel user. This process is done based on contact type, so all open followups of a particular type get assigned to a particular path step. Followups are not mapped individually.
Paths must be created in your nation before upgrading followups.
1. Follow the link at the top of your control panel to complete the upgrade process.
2. You'll be taken to a page that allows you to finish mapping followups to path steps.
You can also reach this view by going to nationslug.nationbuilder.com/admin/path_journey_actions
All contact types in your nation will be listed on this page. The number of followups corresponding to each contact type will be listed. You can choose whether to create mappings for all contact types or only for those with a large number of open followups.
3. Click the edit button next to a contact type. You will be take to a screen where you can indicate the path, step, and assignment for that contact type.
4. Select a path.
5. Once a path is selected, choose the step that corresponds to the followup.
6. Optionally, assign the step to a control panel user. Selecting a control panel user will make that person responsible for overseeing the completion of the step for everyone who currently has an open followup. Alternatively, after you have upgraded to paths, you can assign path step completion on individual profiles or via batch update.
7. Click the "Save mapping" button.
Repeat steps 3-7 for all contact types.
Then email firstname.lastname@example.org. Let our Customer Support know:
- Your nation slug
- That you have mapped your followups to paths and would like to have the upgrade process completed.
Here are some examples of how to migrate open followups to default paths:
- Contact type = fundraising appeal, Path = Become a donor, Step = Ask to donate, Step assigned to = Jane Doe.
- Contact type = volunteer recruitment, Path = Become a volunteer, Step = Signed up to volunteer, Step assigned to = Jack Smith.
Followups can be upgraded to paths unique to your nation. You will need to create the paths first before mapping open followups.