Universe Tab

On the Universe tab, define the pool of potential records to explicitly include in marketing acknowledgement efforts created from the template.

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

2. Under Universe, select one of these options:

   • To send the acknowledgement to all records that meet the segmentation criteria, select Include all records. This option includes records from all lists and record sources if you have more than one. You can later specify to exclude specific sets of donors on the Exclusions tab.

   • To include specified selections of records that meet the segmentation criteria, select Include records in these selections and choose the selections.

     By specifying groups of records for inclusion, when you later create segments for the marketing acknowledgement process, the potential pool of records for those segments is limited to only those records that meet the criteria of the universe selections you specify here. No matter which selections you choose for each segment, they will not include any records that do not exist in the universe selections you specify.

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