Refresh Marketing Efforts

The refresh process updates the gift totals for an activated marketing effort with any new gifts received since the last refresh.

When you refresh the marketing effort, a “matchback” process runs automatically. The matchback attempts to match the appeal ID, marketing effort ID, source code, and/or finder number entered on gift records to those values on each segment in your marketing effort.

You may receive gifts from donors who were not included in segments for the marketing effort, but somehow their gifts are still associated with the marketing effort or appeal. These gifts are called Indirect and Unresolved Responses and they appear at the bottom of the marketing effort's Segments tab.

These tables explain how the program determines whether to match a gift to a segment, or consider the gift an Indirect or Unresolved Response for a marketing effort.

A gift is matched to a segment when:

Appeal ID

Marketing Effort ID

Source Code

Finder Number

A constituent included in the marketing effort gives a gift where the following match:

X

X*

 

X*

*Need either Marketing Effort ID or Finder Number

A constituent included in the marketing effort gives a gift where the following match:

X*

*If the appeal is associated with only one marketing effort

 

 

 

A new constituent (via an imported list) gives a gift where the following match:

X

 

 

X

A new constituent (via a vendor managed list or public media effort) gives a gift where the following match:

X

X

X

 

Note: We do not recommend that you use Source Code only when entering date. If you only use Source Code when you add revenue, the constituent will be associated with the Marketing Effort and Segment as a Direct response regardless of whether they are included in the Marketing Effort.

A gift is an Indirect Response when:

Appeal ID

Marketing Effort ID

Source Code

Finder Number

A constituent who is NOT included in the marketing effort gives a gift where the following match:

X

X

 

 

 

A gift is an Unresolved Response when:

Appeal ID

Marketing Effort ID

Source Code

Finder Number

A constituent who is NOT included in the marketing effort gives a gift where the following match:

X

 

 

 

A constituent included in the marketing effort gives a gift where the following match:

X*

*If the appeal is associated with more than one marketing effort