Add Marketing Plan Screen

Name

Enter a name for the plan that is descriptive enough to easily identify the plan in other items such as reports and queries.

Site

System administrators can establish security access to marketing plans based on site. When you select a site in the Site field, only users associated with the selected site can access the marketing plan.

Goals

Text description of your goals for this plan. For example, “To acquire 10K new donors through a series of three appeals.”

Start Date

Date the plan will start. You can change this at any point.

End Date

An End Date is not required, but entering one enables you to use date ranges in your reports and analyses.

Template

Select the template on which you want to base this marketing plan.