Marketing Effort Records

On the main page of a marketing effort, you can manage all aspects of it, including editing universe or exclusion criteria, setting budget amounts, and more.

The top of an active marketing effort record page also shows overall marketing effort performance measures.

Most of the marketing effort options become locked after activation. You can only change the names of segments, budget information, and package costs. The universe and exclusions tabs are locked.

To view the activation status of the marketing effort, select View activation status.

Note: The Marketing Acknowledgements page is similar to the Marketing Efforts page for direct marketing efforts, however, the tasks you can perform for an acknowledgement marketing efforts differ in several ways. For more information, see Marketing Acknowledgement Records.

Note: The Membership Efforts page includes the same tabs as the Marketing Efforts page for direct marketing efforts and you can perform the same tasks. For more information, see Membership Renewal Efforts.