https://quirk.guide/dfy-plan
#1 - Initial Steps in Setting Up ActiveCampaign#2 - (Zeffy) Setting Up Your Database#2 - (Pledge) Setting Up Your Database#3 - Set Up Donor Engagement Email Series#4 - Set Up Giver Path + Initial Communication#5 - Set Up Automation - Donor Hasn't Given in X Time#6 - Set Up 12 Monthly Giving Emails#7 Set Up Donor Birthday & Anniversary AutomationsFORM: Phone # Request Set UpFORM: Donor Questionnaire Set UpFORM: Nonprofit Feedback Questionnaire Set UpBONUS: Set up tasks to generate in your task managerhttps://quirk.guide/dfy-plan
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