---
schema_version: "1"
id: 174c7c937c91b1e6d180a10dd1eefe85246c646f92dd25add3f28714a4e1c07e
title: Configure Engagement Plans
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sfdo/264-0-0/npsp_config_engage_plans.md
canonical_url: https://help.salesforce.com/s/articleView?id=sfdo.npsp_config_engage_plans.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: b9e437315fb8276b536c676cb126ec722d58267f70034c59a7e517e77f203772
description: Find out more about configuring engagement plans.
products:
  - Nonprofit
release: "264"
---
# Configure Engagement Plans

Find out more about configuring engagement plans.

- **[About Engagement Plans](https://help.salesforce.com/s/articleView?id=sfdo.npsp_config_engage_plans.htm&release=264.0.0&type=5)**  
    NPSP Engagement Plans let you create a set of tasks (literally a "plan") that helps you engage with your constituents. Use Engagement Plans for major gifts, volunteer management, grant-making, client management, sponsor management, and more.
- **[Set Tab Visibility](https://help.salesforce.com/s/articleView?id=sfdo.npsp_config_engage_plans.htm&release=264.0.0&type=5)**  
    For every profile that should have access to Engagement Plans, set the Engagement Plan Templates tab settings.
- **[Set Object and Field-Level Security](https://help.salesforce.com/s/articleView?id=sfdo.npsp_config_engage_plans.htm&release=264.0.0&type=5)**  
    To use Engagement Plans, you need to set object and field security.
- **[Edit Page Layouts](https://help.salesforce.com/s/articleView?id=sfdo.npsp_config_engage_plans.htm&release=264.0.0&type=5)**  
    Follow these steps to edit page layouts.
- **[Override Buttons](https://help.salesforce.com/s/articleView?id=sfdo.npsp_config_engage_plans.htm&release=264.0.0&type=5)**  
    You can override the New, Clone, and Edit buttons to point them to the Manage Template page, where you can edit the Engagement Plan Template and Tasks all in one place.
- **[Allow Activities](https://help.salesforce.com/s/articleView?id=sfdo.npsp_config_engage_plans.htm&release=264.0.0&type=5)**  
    If you're planning to use Engagement Plans with a custom object such as Recurring Donations, you need to select Allow Activities.
- **[(Optional) Give Users Access to the EP\_ManageEPTemplate Visualforce Page](https://help.salesforce.com/s/articleView?id=sfdo.npsp_config_engage_plans.htm&release=264.0.0&type=5)**  
    System Administrators have access to the EP\_ManageEPTemplate Visualforce page by default, but other profiles don't. If you want users with other profiles to manage Engagement Plans, you must give them access to the Visualforce page.
- **[(Optional) Enable Engagement Plans for Custom Objects](https://help.salesforce.com/s/articleView?id=sfdo.npsp_config_engage_plans.htm&release=264.0.0&type=5)**  
    By default, you can associate Engagement Plans with Contact, Account, Cases, Opportunity, Campaign, and Recurring Donation records. But you can add an Engagement Plan to any object. Simply add a lookup field on the Engagement Plan object.
- **[(Optional) Create a Tab for the Engagement Plan Object](https://help.salesforce.com/s/articleView?id=sfdo.npsp_config_engage_plans.htm&release=264.0.0&type=5)**  
    You can create a custom tab for Engagement Plans to help users easily access them. Be sure to set the tab to Default On only for profiles that work with Engagement Plans. Users with access to the Engagement Plan tab will also be able to search for Engagement Plans using the Engagement Plan Number.
- **[(Optional) Add the Engagement Plan Templates Tab to an App](https://help.salesforce.com/s/articleView?id=sfdo.npsp_config_engage_plans.htm&release=264.0.0&type=5)**  
    NPSP comes with a Tab for Engagement Plan Templates. To make it easy for users to manage Engagement Plan Templates, you can add the Engagement Plan Templates tab to an app, such as Nonprofit Success Pack.

## About Engagement Plans

NPSP Engagement Plans let you create a set of tasks (literally a "plan") that helps you engage with your constituents. Use Engagement Plans for major gifts, volunteer management, grant-making, client management, sponsor management, and more.

NPSP Engagement Plans uses the following objects:

- Engagement Plan Template (custom object): Defines the process and associated set of tasks required to complete an Engagement Plan.
- Engagement Plan (custom object): A set of tasks that helps you engage with your constituents.
- Engagement Plan Task (custom object): Defines the details of each task that is created when applying an Engagement Plan to a record.

### Feature Release Information

This feature was released in NPSP version 3.81 (9/14/2016).

## Set Tab Visibility

For every profile that should have access to Engagement Plans, set the Engagement Plan Templates tab settings.

1. Click ![Setup gear icon](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-nonprofit_success_pack-264-0-0-production-enus/bd2879e2-2bdc-4012-aa32-dc0c697c4538/resources-product/images/setup.png), then click **Setup**.
2. In the Quick Find box, enter Profiles, then click **Profiles**.
3. Click the name of the Profile you want to set security for.
4. Click **Edit**.
5. In the Custom Tab Settings section next to Engagement Plan Templates, select **Default On** to include the tab in your list of tabs or **Default Off** to make the tab accessible in App Launcher.
6. Click **Save**.

## Set Object and Field-Level Security

To use Engagement Plans, you need to set object and field security.

On the Engagement Plans, Engagement Plan Tasks, and Engagement Plan Templates objects:

1. From Setup, enter Profiles in the Quick Find box, then click **Profiles**.
2. Click the name of the Profile you want to set security for.
3. Click **Edit**.
4. Edit the profiles for all users who will work with Engagement Plans to include the following object settings for the Engagement Plans, Engagement Plan Tasks, and Engagement Plan Templates objects, unless otherwise noted:
    - Set object permissions to **Read**, **Create**, **Edit**, and **Delete**. This gives all users with this profile full access to use Engagement Plans. Depending on the profile, you may want to grant different access.
    - For the System Administrator profile only, set object permissions to **Modify All Records** and **View All Records**.
5. Click **Save**.
6. In the Field Level Security section, click **View** next to Engagement Plans and select **Read Access** and **Edit Access** for each field.
7. Click **Back to Profile**.
8. In the Field Level Security section, click **View** next to Engagement Plan Tasks and select **Read Access** and **Edit Access** for each field.
9. Click **Back to Profile**.
10. In the Field Level Security section, click **View** next to Engagement Plan Templates and select **Read Access** and **Edit Access** for each field.
11. Click **Back to Profile**.
12. In the Field Level Security section, click **View** next to Task and select **Read Access** and **Edit Access** for these fields:
    - Engagement Plan
    - Engagement Plan Task
    - Type
13. Click **Save**.

## Edit Page Layouts

Follow these steps to edit page layouts.

Add the following fields to the Task page layout:

- Engagement Plan
- Engagement Plan Task
- Type

To edit the Task page layout:

1. From Setup, click the **Object Manager** tab.
2. In the list of objects, click **Task**.
3. Click **Page Layouts**.
4. Click **Task Layout**.
5. Drag that Engagement Plan, Engagement Plan Task, and Type fields onto the page layout.
    
    ![The Task page layout, with the Type, Engagement Plan, and Engagement Plan Task fields highlighted.](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-nonprofit_success_pack-264-0-0-production-enus/bd2879e2-2bdc-4012-aa32-dc0c697c4538/nonprofit_success_pack/images/ep_fields_task_pl.png)
6. Click **Save**.

On Contacts, Cases, Accounts, Campaigns, Opportunities, and Recurring Donations, update the relevant page layouts to include the Engagement Plans related list. We recommend that you add the following fields as columns in each related list:

- Engagement Plan Number
- Engagement Plan Template
- Status
- Total EP Tasks
- Completed Tasks
- Created Date

![On the Contact page layout, the Engagement Plan related list is highlighted.](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-nonprofit_success_pack-264-0-0-production-enus/bd2879e2-2bdc-4012-aa32-dc0c697c4538/nonprofit_success_pack/images/ep_related_list.png)

## Override Buttons

You can override the New, Clone, and Edit buttons to point them to the Manage Template page, where you can edit the Engagement Plan Template and Tasks all in one place.

1. From Setup, click the **Object Manager** tab.
2. In the list of objects, click **Engagement Plan Template**.
3. Click **Buttons, Links, and Actions**.
4. In the row for the Edit button, click ![Show more actions icon](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-nonprofit_success_pack-264-0-0-production-enus/bd2879e2-2bdc-4012-aa32-dc0c697c4538/resources-product/images/show_more_actions_icon.png), then click **Edit**.
5. Choose **Visualforce Page**, then select **EP\_ManageEPTemplate \[npsp\_\_EP\_ManageEPTemplate\]**.
6. Click **Save**.
7. Repeat these steps for the New and Clone buttons.

These button overrides replace the Manage Template button, so we recommend removing it from the page layout. To remove the Manage Template button from the Engagement Plan Template page layout:

1. Back on the Engagement Plan Template object in the Object Manager, click **Page Layouts**.
2. Click **Engagement Plan Template Layout**.
3. Drag the Manage Template button from the Custom Buttons area back to the panel at the top of the page.
4. Click **Save**.

## Allow Activities

If you're planning to use Engagement Plans with a custom object such as Recurring Donations, you need to select Allow Activities.

1. From Setup, click the **Object Manager** tab.
2. In the list of objects, click **Recurring Donations**.
3. Click **Edit**.
4. In the Optional Features section, select **Allow Activities**.
5. Click **Save**.

## (Optional) Give Users Access to the EP\_ManageEPTemplate Visualforce Page

System Administrators have access to the EP\_ManageEPTemplate Visualforce page by default, but other profiles don't. If you want users with other profiles to manage Engagement Plans, you must give them access to the Visualforce page.

1. From Setup, enter Profiles in the Quick Find box, then click **Profiles**.
2. Click a Profile to edit.
3. Click **Enabled Visualforce Page Access**.
4. Click **Edit**.
5. Move npsp.EP\_ManageEPTemplate into the Enabled Visualforce Pages list.
6. Click **Save**.

## (Optional) Enable Engagement Plans for Custom Objects

By default, you can associate Engagement Plans with Contact, Account, Cases, Opportunity, Campaign, and Recurring Donation records. But you can add an Engagement Plan to any object. Simply add a lookup field on the Engagement Plan object.

When you add an Engagement Plan to an object, make sure [Allow Activities](https://help.salesforce.com/s/articleView?id=sfdo.npsp_config_engage_plans.htm&release=264.0.0&type=5 "Find out more about configuring engagement plans.") is selected and available on the object or you’ll get an error. Engagement Plans aren’t supported on the User object because the User object doesn’t have access to Activities.

1. From Setup, click the **Object Manager** tab.
2. In the list of objects, click **Engagement Plan**.
3. Click **Fields & Relationships**.
4. Click **New**.
5. Select the **Lookup Relationship** radio button and click **Next**.
6. Choose the object you want to associate Engagement Plans with and click **Next**.
7. Fill in the required fields.
8. Click **Save**.

For more information on creating custom fields, see [Create Custom Fields](https://help.salesforce.com/s/articleview?id=platform.adding_fields.htm&type=5).

## (Optional) Create a Tab for the Engagement Plan Object

You can create a custom tab for Engagement Plans to help users easily access them. Be sure to set the tab to Default On only for profiles that work with Engagement Plans. Users with access to the Engagement Plan tab will also be able to search for Engagement Plans using the Engagement Plan Number.

1. From Setup, enter Tabs in the Quick Find box, then click **Tabs**.
2. Under Custom Object Tabs, click **New**.
3. Select **Engagement Plan** for the Object.
4. Choose a Tab Style.
5. Click **Next**.
6. Choose the appropriate Tab Visibility for each profile, then click **Next**.
7. Add the tab to the Nonprofit Success Pack app.
8. Click **Save**.

## (Optional) Add the Engagement Plan Templates Tab to an App

NPSP comes with a Tab for Engagement Plan Templates. To make it easy for users to manage Engagement Plan Templates, you can add the Engagement Plan Templates tab to an app, such as Nonprofit Success Pack.

1. From Setup, enter App Manager in the Quick Find box, then click **App Manager**.
2. In the row for the app you’d like to add the tab to, click ![More actions icon](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-nonprofit_success_pack-264-0-0-production-enus/bd2879e2-2bdc-4012-aa32-dc0c697c4538/nonprofit_success_pack/images/more_actions_1.png), then click **Edit**.
3. In the App Settings, click **Navigation Items**.
4. Find the Engagement Plan Templates tab and move it to the Selected Items.
5. Click **Save**.