Calculate Segment Counts

*** fix this. The Calculate segment counts process updates the various counts for a marketing effort and its segments, such as the total number of records, total expenses, and expected revenue. This process also assigns finder numbers to each record included in the marketing effort. When you run Calculate segment counts, you can choose to refresh all the selections associated with the marketing effort and to update the source analysis rule data.

The Calculate segment counts process includes the tasks selected on the Activation tab of the marketing effort or communications template.

These tasks include:

• Refresh universe, segments, and exclusions: This task refreshes all selections associated with the marketing effort, including those associated with the universe, exclusions, and segments.

• Capture data for marketing exclusions report: This task captures data for the marketing exclusions report before you activate the effort. Running this report can hinder performance so you may want to turn if off for certain efforts, such as weekly acknowledgement mailings.

• Capture historical record of current data for all recipients (SAR): This task snapshots donor attributes as defined by your source analysis rules. For more information about source analysis rules, see the Administration Guide.

After you run Calculate segment counts, you can export an unactivated effort. For more information about how to export, see Export Marketing Efforts.