Direct Marketing Effort Record

On the profile page, you can manage all aspects of a direct marketing effort record. You access the record when you add a new effort or open a saved effort from the Direct Marketing Efforts page.

In the top area of the profile, the Overview section displays basic information about the marketing effort such as the template, appeal, owner, and launch and due dates. It also includes the budgeted amount, expected revenue, and total expenses to date.

By default, all tabs and fields that are locked on the template are hidden on the marketing effort. To display hidden fields and tabs, select Show locked fields. When this option is toggled on, a lock appears next to each locked field and tab to indicate they were hidden. If a tab includes both locked and unlocked fields, the tab appears on the marketing effort but the locked fields are hidden. When you select Show locked fields, a lock appears on this tab to indicate that it includes locked fields.

The Status section displays the current state of the effort, the total number of segments and packages, and the total quantity of records in the marketing effort, broken out by segments and seeds. The Status field includes these states:

• Setup started – The effort is started but segment counts are not yet calculated.

• Counts generated – Segment counts were calculated. This status also appears if segment counts are run again during activation.

• File exported – The effort was exported before activation.

• Activated – The effort was activated and the current date is before the effort's launch date.

• Past launch date – The effort was activated and the current date is later than the effort's launch date.

The History section displays the Setup started date for the marketing effort and the date and status for the segment counts calculation, file export, activation, and refresh processes. To view the status page for a process, select the date next to the process name. Icons represent the current status:

On the Explorer bar, under Tasks, links appear for processes you still need to run for the marketing effort. For example, if the effort is activated, the Edit activation criteria, Export effort, and Refresh effort tasks appear.

Settings for the marketing effort, such as segments, exclusions, and source codes, are grouped on tabs at the bottom of the profile page.