Basic Information Tab

For direct marketing efforts, the Basic Information tab displays general information, such as the name, appeal, and channel, defined on the General tab of the communication template. The options you can view and edit depend on what is locked on the template. To display hidden fields, select Show locked fields. Select Edit to make changes to any unlocked options. For detailed information about the available fields and options, see Add a Direct Marketing Effort.

For all other types of marketing efforts, the Basic Information tab displays the name and description defined on the template. The Channel defaults to "multi-channel " and the Launch date is the date the template was processed. To edit this information, select Edit.

After a marketing effort is activated, you cannot edit the channel or appeal.