Add List Segments to a Direct Marketing Effort

You can assign list segments to marketing efforts and specify how to use them  — whether the segments are a test, retest, continuation, or reuse. When you assign a list segment to a marketing effort, the base list cost, and any additional costs for the segment, and the assigned record count default to the marketing effort. If these costs change, such as when you receive discounts from your vendor, you can override the quantity of records and additional costs for segments.

You can move a list segment and treat it as you would any other segment. A list segment can also have test segments. When you refresh the marketing effort, you process matchbacks for the list segments as well. The matchback process attempts to match the source codes entered on gift records to the source codes on each segment in your marketing effort.

If you add a source code, the matchback will match accordingly to the segment even if the constituent is in a different segment initially. If you only populate the Appeal on a constituent, the effort data also populates but only if the Appeal is linked to that single marketing effort. If the Appeal is linked to more than one effort, the Effort field does not automatically populate. You can leave it blank or choose a linked effort. For more information about matchbacks, see Refresh Marketing Efforts.

For more information about how costs are calculated for list segments and lists, see Calculate Costs for List Segments and Lists.

Note: The address processing and name format options selected for the marketing effort do not apply to list segments. The program uses the format from the import file.