Assumptions

- The communication plan is built

upon the Recruitment Opportunity
member type Start
- Re-evaluate Plan Participation is
Yes
- Re-evaluation interval is daily (1)
- Rejoin Action is Resume Plan Confirm that
- Communication List selects all opportunity fields
prospects that are inquiries. are populated
- Communication List is Dynamic.
- At least one of the prospects Send Opportunity
already has an email activity, so to CRM Email
test the communication activity
suppression feature.

Default (else) Acad Prog 1 Acad Prog 2 Acad Prog 3

Yes

Send Opportunity
Phone Call Activity Phone Call Activity Phone Call Activity Email Service
Email

Default (Else) Term 1 Term 2 Default (Else) Admit Type 1 Admit Type 2

Send Opportunity Send Opportunity

Email Service Email Service
Email Email

Assign Letter Assign Letter Assign Letter Assign Letter Assign Letter Assign Letter
Activity Activity Activity Activity Activity Activity

Merge Branches Merge Branches

Yes

End Plan

Assign
Appointment
Activity

Registered for Registered for

Default (Else)
Event A Event B

Yes Yes Yes

Send Opportunity Send Opportunity Send Opportunity

Email Service Email Service Email Service
Email Email Email

Merge Branches

Default (Else) Has Email?

Assign Fax
Send CRM Email
Activity

Merge Branches

End Plan