Edit Marketing Effort Screen

Name

On the General tab, enter a name to help identify the mailing.

Description

Enter a description to help identify the mailing, such as the appeal it supports.

Site

System administrators can establish security access to marketing efforts based on site. When you select a site in the Site field, only users associated with the selected site can access the marketing effort.

Date

Click the arrow to access a calendar and select the date on which to send the marketing effort. This is the date the marketing effort is actually executed. It can be different from the start date and is not required.

Source code

In the Source code field, select a code layout. Layouts are created on the Source Codes page.

After you select a source code layout, each source code part for the layout appears below. Enter a value for each code part that requires one. The values allowed depend on how the source code part is defined in the layout.

Gray fields indicate fixed codes you cannot edit. For example, you defined fixed values for the “Department” source code part — “Membership” or “Development.” After you select “Membership” or “Development,” the ‘M’ or ‘D’ code value appears in the field to the right and is disabled.

Grey fields indicate fixed codes you cannot edit. For example, you defined fixed values for the “Department” source code part — “Membership” or “Development.” After you select “Membership” or “Development,” the ‘M’ or ‘D’ code value appears in the field to the right and is disabled.

Yellow fields display the format for the code you can enter. For example, you have a source code part for “Month” and you specified that the only valid format for “Month” is a two digit code (# = 0 though 9). The field displays ## to indicate that you need to enter two digits.

The fields for Channel, Package, Segment and Test Segment display “<by channel>,” “<by package>,” and so forth. These codes are set on the marketing effort segment.

Include

You can select one of these options in the Include field:

All qualifying constituents — Sends the marketing effort to all constituent records (individual/organization or household) that meet the segmentation criteria.

Qualifying individuals and organizations — Sends the marketing effort to all individual and organization constituent records that meet the segmentation criteria.

If you select Qualifying individuals and organizations, the Also include qualifying households which do not have any members option appears. Select this option to include households that do not have members. If a household is linked to any individual or organization in the database, then the household is excluded, but not the individual or organization.

If you select Qualifying individuals and organizations, the Send to one person per household option also appears. Select this option to send the marketing effort to only one person in each household, even if other household members are included in the selection.

Qualifying households — Sends the marketing effort to all household constituent records that meet the segmentation criteria.

If you select Qualifying households, the Also include qualifying individuals who are not members of any household option appears. Select this option to also include individual constituents that are not members of a household. If an individual is linked to any household in the database, then the individual is excluded, but not the household.

Note: “Qualifying” records are those included in your marketing effort’s segments that meet the requirements defined on the Universe and Exclusions tabs.

Include records in these selections

In the Include records in these selections box, you can specify that only a subset of your records will be available for inclusion in the marketing effort.

By specifying groups of records for inclusion, when you later create segments for the marketing effort, the potential pool of records for those segments is limited to only those records that meet the criteria of the universe selections you specify here. No matter what selections you choose for each segment, they will not include any records that do not exist in the universe selections you specify.

It is important to note that by specifying universe selections, you are reducing the “universe” of potential records to include in the marketing effort to only those that meet the criteria of the selections you specify as universe filters.

Click Search to locate a selection or Add to create a one.

Exclude records in these selections

In the Exclusion filter frame when you specify selections, you define a set of donors to exclude from the marketing effort. When you specify exclusion selections, all record sources are still available when you later create segments for the marketing effort (unlike when you define the marketing effort’s universe). The set of excluded donors is excluded from every segment in the marketing effort. Click Search to locate a selection or Add to create a one.

If you do not specify any exclusion selections, all constituents are available for the marketing effort (depending on the defined universe).

Exclude records in these previous marketing efforts

In the Previous marketing effort exclusions frame when you specify one or more marketing efforts, you define a set of constituents who have been included in previous marketing efforts, but should not be included in the current marketing effort. Donors from the selected previous marketing efforts are excluded in every segment in the current marketing effort. Click Search to select a marketing effort.

Consider exclusions as of

Select whether to include exclusions as of today or a specific date.

Exclude constituents with the following contact rules

You can exclude constituents from a marketing effort based on the contact preferences stored on their constituent records. To exclude constituents based on contact preferences, in the Solicit codes grid, select any solicit codes to exclude from the marketing effort.

To remove constituents with invalid or missing addresses, on their records set the Solicit Code to “Do not mail.” Then select “Do not mail” in the Exclude constituents with the following contact rules field.

A solicit code can be optional, default, or required. If the solicit code is optional, you can add it to the exclusions of the marketing effort as applicable. If the solicit code is marked as a default, it will automatically appear as an exclusion for a marketing effort, but you can remove it. If a solicit code is required, it will automatically appear as an exclusion for the marketing effort and cannot be removed.

Exclude deceased constituents

To exclude deceased constituents from the marketing effort, select this checkbox.

When an individual is marked deceased, a status of “Deceased” appears in the profile summary frame of the constituent page.

This option appears only for system administrators and other users who were granted the Show Exclude Deceased Constituent Checkbox system permission found under Configuration, Exclusions in System Roles.

Exclude inactive constituents

To exclude inactive constituents from the marketing effort, select this checkbox.

When an individual or organization is marked inactive, a status of “Inactive” appears in the profile summary frame of the constituent page.

This option appears only for system administrators and other users who were granted the Show Exclude Inactive Constituent Checkbox system permission found under Configuration, Exclusions in System Roles.

Use primary address, primary addressee, and primary salutation

To use the primary address, primary addressee, and primary salutation for records included in the marketing effort, select this option. If a constituent has no Primary Address, Primary Addressee, or Primary Salutation, then the record is exported with a blank address, addressee, or salutation.

To ensure that every constituent has a proper addressee and salutation, in Marketing and Communications, under Configuration, you can configure the program to automatically add a default addressee and salutation to each constituent record.

Use the following address processing and name formatting options

To define custom address and name formatting options for the marketing effort, select this option. For example, you can add a unique address processing option set for your holiday appeal. You set name formatting and address processing options in Marketing and Communications, under Configuration.

Address processing options — Select a pre-defined set or create one.

Consider seasonal addresses as of — Select a date to take seasonal addresses into consideration when a marketing effort is processed to ensure delivery to the correct location. For example, if a constituent stays at a vacation home in December, you can send your marketing effort there rather than the primary address.

Consider seasonal addresses as of — Select a date to take seasonal addresses into consideration when a marketing effort is processed to ensure delivery to the correct location. For example, if a constituent stays at a holiday home in December, you can send your marketing effort there rather than the primary address.

Name format options — Select a pre-defined set or create one.

Export marketing effort when activation completes

Select this option to automatically create the export file after the marketing effort is activated.

If you do not select Export marketing effort when activation completes, any values you enter in the fields on this tab are used as defaults on the Run Marketing Effort Export Process screen.

Appeal

Select the appeal to associate with this marketing effort.

Refresh filters, selections, and segments

Select this option to refresh all selections associated with the marketing effort, including those associated with the universe, exclusions, and segments.

Capture source analysis rule data

Select this option to snapshot all donor attributes defined by the source analysis rules.

Run marketing exclusions report

To run the Marketing Exclusions Report when you activate the marketing effort, select Run marketing exclusions report. Running this report can hinder performance so you may want to turn if off for certain efforts, such as weekly acknowledgement mailings.

Export description

Enter a description for the export process.

Mail/Email export definition

Select an export definition for the mail channel and/or email channel. These definitions are used for any packages that do not have an export definition defined already.

While these fields are not required, if you leave them blank and have packages without export definitions defined, the export will not process automatically when Export marketing effort when activation completes is selected. For that reason, we recommend that you always add export definitions to use as a defaults when you export automatically. For more information about how to export marketing efforts, see Export Marketing Efforts.

Business unit

Select the business units to associate with this effort. You can select as many units as necessary.

% credit for revenue

Enter the percent of any revenue associated with this effort to assign to the corresponding business unit.

Distribute evenly/Distribute fully

To distribute the amount evenly, click Distribute evenly; to credit each unit with the full amount click Distribute fully.

KPIs

Select the checkbox for each KPI to track for the marketing effort. These appear on the KPIs tab of the marketing effort.

When you activate the marketing effort, the program automatically creates an instance of each marketing effort KPI you selected and associates it with the activated marketing effort. The KPIs you select also appear on a KPI dashboard.