Activation Tab

The Activation tab displays the activation tasks selected on the Activation tab of the direct marketing communication template or on the acknowledgement, membership renewal, or sponsorship effort template.

Note: For direct marketing efforts, the options you can view and edit depend on what is locked on the template. If all options are locked, the Activation tab is completely hidden. To display the Activation tab and view the options defined on the template, select Show locked fields. The information below assumes all options on the
Activation tab are unlocked on the template. For detailed information about the template's Activation tab, see Activation Tab.

Note: For more information about how to activate marketing efforts, see Activate Marketing Efforts.

Under When segment counts are calculated, you can edit which tasks to include when segment counts are calculated:

• Refresh all selections used in the communication

• Generate data for marketing exclusions report

• Capture source analysis rule (SAR) data for all recipients

Under When the communication is activated, you can edit which tasks to include when the marketing effort is activated. These tasks include:

• Recalculate segment counts

• Refresh all selections used in the communication

• Generate data for marketing exclusions report

• Capture source analysis rule (SAR) data for all recipients

• Export the communication

Note: A green checkmark appears next to each task selected to run as part of the process. A red X appears next to those that will not run. The Last run column displays the last date and time the process ran. If you run a task and then turn it off, that task displays a red X but the Last run column still displays the date the process ran.