Import Direct Marketing Efforts

If you use strategy vendors to segment an exported file of your constituents, the vendors return a segmentation definition file that defines the structure of the marketing effort and contains, at a minimum, the source codes applied to each segment as well as the marketing effort name, segment name and code, and package name and code. You can use Import and Batch Entry to validate and import this file. The import process assigns the lists, segments, and packages to the marketing effort.

Note: This section addresses how to import a Direct Marketing Effort Batch. For detailed information about import processes and configuration, see the Import section of this help file.

To import marketing efforts, on the Add import process screen, select “Direct Marketing Effort Batch" in the Batch template field.