Appeals, Marketing Efforts, and Other Plan Items

Marketing plan items are anything that maps to a given level in the plan hierarchy; these are your planned appeals, planned marketing efforts, and whatever else you specified in the plan or template properties.

From the Planner page, when you highlight a plan and select Go to {highest level defined in the plan}, the page for the plan appears.

Items in the hierarchy all include the List, Expenses, Tasks, and Attachments tab.

Planned marketing efforts (the lowest level of the hierarchy) also include the Segment Summary and Specifications tabs. On the Segment Summary tab, you write text descriptions of the groups of people included in your segments. On the Specifications tab, you describe who should be included in a marketing effort; for example, you may note that constituents with no valid address be globally excluded.