Business Units Tab

Note: The Business Units tab is not available if Override appeal business units in the effort and/or segments was not selected on the direct marketing communication template. The Business Units tab does not appear for other types of marketing efforts.

Business units are the methods your organization uses to deliver an appeal to potential donors, such as Annual Programs, Direct Marketing, and e-Marketing. On the appeal, you can choose which business units to credit for revenue received in response to the appeal. When you associate an appeal with a template, all gifts received in response to marketing efforts created from that template are credited to the business units selected for the appeal. However, you can create business unit overrides on the template to credit other business units than those selected on the appeal. For example, if the appeal credits 100% to the Direct Marketing business unit, but the marketing effort is multi-channel and also includes email, on the Business Units tab, you can change the distribution to 50% Direct Marketing and 50% e-Marketing.

Note: The options you can view and edit depend on what is locked on the communication template. If all options are locked, the Business Units tab is completely hidden. To display the Business Units tab and view the options defined on the template, select Show locked fields. For detailed information about the template's Business Units tab, see Business Units Tab.