Copy a Direct Marketing Effort

To create a new direct marketing effort with many of the same settings as an existing effort, you can create a copy. To copy an effort, from the Direct Marketing efforts page, expand the marketing effort and select the Copy task button. A new marketing effort named "[Marketing Effort] (1)" appears in the list.

These are a few notes about what copies from the existing effort:

  • The template used to create the original marketing effort copies to the new marketing effort. However, if the template was edited after the original effort was created, you receive a warning. In this case, you will need to determine which version is the right one to use for the new marketing effort. It may be better to create a new effort based on the newer version of the template, rather than make a copy.

  • When you copy non-activated marketing efforts, the program copies over all source code values for lists, record sources, segments, and packages. However, if code values have changed on the record outside of the marketing effort, the program copies over the current value. For example, you may create an effort, set a segment code Segment codes are used to identify a particular donor segment that is defined and used over and over again across mailings. By maintaining segment definitions from solicitation to solicitation the organization can learn more about the responsiveness of that particular segment against various solicitations. to XYZ, activate the effort, and then later change the segment code on the segment record to ABC. When you copy the effort, the segment code for the new effort is ABC from the segment record, not the former code of XYZ from the original effort.

  • If a source code part assigned to the original marketing effort is set to Automatically increment source code values during data entry, the source code field on the copy contains the next part value available according to the source code definition.

  • KPIs associated with the original effort copy to the new effort. If necessary, you can create different KPIs when you activate the effort. When you activate the effort, the original and copies track the same targets and milestones.

  • White mail segments assigned to the original marketing effort do not carry over to the copied version.

  • When you copy an activated effort, the new effort is not activated.

Tip: When you copy a direct marketing effort, we recommend that you review the universe and exclusions, particularly if you excluded previous efforts. The new effort will have the same exclusions as the copied effort. For example, if you have an effort called SPRING 2014 with an exclusion of WINTER 2013, when you copy the SPRING 2014 effort to create the 2015 effort, the new effort retains the WINTER 2013 exclusion. The exception is test efforts that were based on SPRING 2014. When you activate TEST1 SPRING 2014, it is added as an exclusion to SPRING 2014. During the copy process, the program creates a “TEST1 SPRING 2014 (1)” effort in a non-activated state and removes the original TEST1 SPRING 2014 from its exclusions.