Add Source Code Part Screen

Name

Enter a Name for each source code part. This is primarily intended for User Defined type fields, but you can enter a name for any part type. This text appears as the label for the source code part field on marketing efforts, lists, packages, or segments.

Type

The Type field displays the type of source code part. Program defined parts include Effort, List, Segment, Test Segment, Channel, and Package. You can edit program defined parts, but you cannot delete them. You can also add user defined parts such as Department, Program, Initiative, or Fundraising Area. Each layout can have only one Effort, Segment, Channel, List, or Package type per layout, but user defined types are unlimited.

Description

Enter a description for the part type. This description appears next to the Code field for this part on segments, acquisition lists, packages, etc. The description should explain what the code represents, for example, Marketing Effort, Segment, Channel, or List. You can select “User Defined” to create your own type, then give it an appropriate name in the next column, such as “Campaign”. This description is also used when the code definition is printed.

Source code part values grid

For each row, define the different values allowed for the source code part. The grid contains the following columns:

- Description - Enter a description for the part value. For example, “Department” or “Month”.

- Format/Value - Define fixed or formatted part values. For example, you can define fixed values for the “Department” source code part, such as ‘M’ for Membership or ‘D’ for Development. Other part types need to allow variable values. For these values, you can create a string of wildcard characters that define the format allowed for that value. @ represents any letter, # represents any number and ? represents any letter or number. For example, you can define the format for the “Month” source code part as a two digit code (i.e., May = 05). The field displays ## to indicate that you need to enter two digits. Format Options at the bottom of the screen display the characters that are valid for formats. Values can also be a combination of fixed and wild card characters. For example, P# means the code must start with a P and be followed by a single number, and @P means the code must start with any single letter, and be followed by a P.

- Sample - Enter a sample of the format options you specified. The Sample must match the specified Format/Value. If you enter more than one Format/Value (separated by commas), the sample must match at least one of them.

- Delimiter - You can optionally specify a character to be used to separate the parts of the source code.

Automatically increment source code values during data entry

If you entered a format in the Format/Value column, you can select this option to automatically generate unique source code part values when you add a list, package, segment, or marketing effort record. For example, if the package code format is ###, when you add the first package record, the program will assign it a package code of 001. The package code will increase incrementally for each package record added subsequently (i.e., 002, 003, etc.).

For more information about how each code format generates the next incremental value, see the table in Add Source Code Parts.