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Fase

La Fase es una pieza de información crítica para TntMPD.

No asignado

The default MPD Phase for a new contact. However, you should move your contacts into another phase as quickly as possible. If this contact is a person you do not intend to ask to join your team, you should move them to #100, “Never Ask”

Nunca contactado

El típico lugar de partida para un contacto nuevo. ¡Idealmente, la mayoría de los contactos pasarán rápidamente por estas fases iniciales!

Preguntar en el futuro

As a contact moves through the phases, you will typically start them with Ask in Future. Also, a contact may have requested that you contact them again “at a later date”.

Llamar para cita

You have initiated some form of ‘contact’ with your ‘contact’ and now need to follow up on it. For example, you may have sent a letter and now need to follow it up with a phone call.

Cita programada

Es obvio.

Llamar para saber decisión

La cita o la llamada se realizó y ahora hace falta hacer un seguimiento (pronto) para saber la decisión.

This is the Decision Line.

Contacts above this line have not made a decision,
while those in the phases below have made a decision.

SOCIO-Financiero

Este contacto es un donate regular; su donación será automáticamente comparada con su compromiso, y serás notificado cuando done un cantidad superior al compromiso.

SOCIO-Especial

This contact has indicated a willingness to give, but without a specific time frame or amount. When they give, you will be alerted to send a thank you.

SOCIO-Oración

Un contacto quien se ha comprometido a orar regularmente por tu ministerio.

No interesado

Esta persona ha sido contactada y ha indicado el deseo de no ser parte de tu ministerio.

This is their "No" decision.

Unresponsive

You have not been able to get a response from this contact. This differs from "Not Interested" because you are not able to determine whether or not they are Not Interested. (No decision has been made.)

The great challenge with this group is finding the balance between being persistent and being pushy. You may want to contact the original referrer for insight on how to approach this contact for a decision.

Nunca preguntar

No tienes la intención de pedirle a esta persona que se una a tu equipo. Puede ser familiares tuyos quienes reciben tu carta de oración pero que no están interesados en tu ministerio per se. O puede que haya fallecido.

This is your "No" decision.

Research Abandoned

You have not been able to reach this contact at all.

You may want to contact the original referrer to see if you can get more accurate contact information.

Expired Referral

It is prudent to follow up on referrals quickly. After an extended period, it may be awkward to use the referrer's name. These contacts are valid referrals, but a reasonable time to contact them has passed.

You may want to contact the original referrer to see if you can get more accurate contact information.

 

Tabla de Flujo de Fase

More on MPD Phase

MPD Phase is a critical piece of information. You should select an MPD Phase for every contact.

The MPD Phase, in combination with the Pledge amount and frequency, are the cornerstone of the lookups and analysis tools.

Best MPD Phase for new contacts:

By default, new contacts are assigned "n/a" as their MPD Phase. You should change them to "Never Contacted" until you make the initial contact, at which point you would begin moving them down the list.

You can change the MPD Phase for the entire Current Group.

Menu Path: Group Actions | Mass Change a Field

You cannot use Change a Field to change the MPD Phase to "PARTNER-Financial" because TntMPD requires financial partners to also have a pledge amount and frequency.

TntMPD suggests MPD Phase changes

TntMPD has a special feature that will sometimes prompt you to change a contact’s MPD Phase based upon a certain task you perform.

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