Export Marketing Efforts

You can create several types of exports for a direct marketing effort. A standard export creates a comma separated value file you can send to a marketing effort house or import into another program. Postal exports are for use with the Postal Discounts preprocessing service, which enables your organization to receive the lowest possible discounts by printing the required postal reports, bar-coded marketing effort labels, and sack and tray tags.

You can run the export process using the Export effort task. You can also automate the export process so it runs automatically when you activate the marketing effort. If the effort is not activated, you must run the Calculate Segment Counts process before you can export it. For more information, see Calculate Segment Counts.

For more information about how to export a marketing effort automatically, see the Activation tab section in Add Marketing Effort Screen on page 1.