KPIs Tab

On the KPIs tab, select the KPIs (Key Performance Indicators) to include on marketing acknowledgement efforts created from the template. Use KPIs to monitor your progress toward goals set for the effort, such as the average gift amount, response rate, and return on investment (ROI). When a user creates a marketing effort, the program automatically creates an instance of each selected KPI.

For more information about how to configure marketing Key Performance Indicators, see the Reports and KPIs Guide.

1. From the Add marketing acknowledgement process screen, select the KPIs tab.

2. Use the Key performance indicators grid to select which KPIs to track for marketing efforts created from the template. In the KPI column, select a KPI.

3. Select another tab or select Save to save and close the process.