Add Marketing Efforts, Appeals, and Other Plan Items

All marketing plans by default contain levels for Planned appeals and Planned marketing efforts. If necessary, you can name and define three additional levels for your plans. Once you create a plan, you can add items to all levels of it. When viewing a given level of items in a plan (for example Planned appeals), the List tab includes all items in the next lower level in the hierarchy (in this case Planned marketing efforts, which are always the lowest level items in a plan hierarchy).

The top of the page displays detail and summary information for the current level of the plan. To learn more about entering and editing this information, see Assumptions.

When viewing an item in a plan, the List tab includes all items in the next level in the hierarchy. For example, in the below hierarchy, when viewing the Campaign page of the plan, the List tab would be available to view and define appeals for the campaign.

In any plan, when viewing a specific appeal, the List tab is available to view and define mailings for that appeal.