Activation Tab

On the Activation tab, select which tasks occur when a user activates a marketing effort created from the communication template.

1. From the Add a communication template screen, select Select features and defaults.

2. Select the Activation tab.

3. Under When generating counts for a communication, which actions would you like to perform?, select which actions should occur as part of the Calculate segment counts process prior to activation.

   • Refresh all selections used in the communication: Select this option to refresh all selections associated with the marketing effort, including those associated with the universe, exclusions, and segments.

   • Generate data for marketing exclusions report: Select this option to capture data for the marketing exclusions report before you activate the effort. Running this report can hinder performance so you may want to turn if off for certain efforts, such as weekly acknowledgement mailings.

   • Capture source analysis rule (SAR) data for all recipients: Select this option to snapshot donor attributes as defined by your source analysis rules A source analysis rule is a way to store the state ofselected attributes for constituents in a record source when you send a marketing effort. You can think of a source analysis rule as a snapshot of a donor’s attributes at a specific time. For example, in one source analysis rule, you want to capture Membership Status and Giving Level information for your donors. When you capture this information, you can record over time how your marketing efforts impact the constituents included in the selected membership or giving level. Source analysis rules do not apply to donors included as part of an acquisition list.. For more information about source analysis rules, see the Administration Guide.

4. Under When activating a communication, what actions would you like to perform?, select which actions should occur as part of the activation process.

   • To run the calculate segments counts process again after activation, select Recalculate segment counts. When you select Recalculate segment counts, you can also select which actions should occur as part of the refresh.

     1. Refresh all selections used in the communication: Select this option to refresh all selections associated with the marketing effort, including those associated with the universe, exclusions, and segments. Because segments and selections are refreshed from ad-hoc queries, you may want to turn this option off for some marketing efforts to avoid performance issues.

     2. Generate data for marketing exclusions report: Select this option to capture data for the marketing exclusions report before you activate the effort. Running this report can hinder performance so you may want to turn if off for certain efforts, such as weekly acknowledgement mailings.

   • To snapshot donor attributes as defined by your source analysis rules, select Capture source analysis rule (SAR) data for all recipients. For more information about source analysis rules, see the Administration Guide.

   • To export the marketing effort automatically when activated, select Export the communication.

5. Select another tab on the Select features and defaults form, or select Next to continue the setup process.