Source Code Validation

When you create a list, package, or segment, you do not have to assign a code to it. However, once you assign that list, package, or segment to a marketing effort, you must enter a code if the list, package, or segment code parts are included in the selected source code layout.

Package and List code parts require unique values.

Marketing Effort, Test Segment, Channel, and user defined code parts do not require unique values.

You may assign the same code value to multiple segments, but you receive a warning message. For example, your direct marketing and membership programs both have their own set of segment codes. Both programs have a segment code of M12 but they mean different things — for direct marketing, M12 represents donors who gave in the last 12 months, while for membership M12 represents members who will lapse in the next 1 to 2 months. In this case, you will want to allow the segment to be used for both instances even though they are technically duplicates.

Direct marketing efforts that include only constituent segments do not require a source code. If you do include a source code on the effort, the segments do not require unique source codes.

Direct marketing efforts that include one or more list segments require unique source codes in order to link a donation back to a specific segment within the effort. All public media efforts require unique source codes for the same reason.

The program does not verify that source codes are unique among marketing efforts. Your source code rules and layouts must enforce that.