Add Source Code Layouts

A source code layout defines the rules for a source code, including the position, format, and code parts included in the code, as well as the values allowed for those code parts. You must create source code parts before you can add a layout. For more information, seeAdd Source Code Parts.

You can create a variety of layouts to meet the different needs of your marketing programs. Layouts may include many of the same source code parts, but will allow different code values for those parts. For example, the membership renewal and direct marketing layouts use the Program code part for position 1. However, for the membership renewal layout, only the M value is valid for the Program code, while R or Q are both valid values for Program on the direct marketing layout. When you create the source code part for Program, you would include the M, R, and Q values plus any others you need for other types of marketing efforts. When you add the Program code part to layouts, you select to use only those part values that apply to that type of marketing effort.

Because your organization has its own unique rules for source code length and structure (your source code layouts may even change among types of marketing efforts), the program allows you to create as many source code parts and layouts as you need.

  1. From Marketing and Communications, select Source codes. The Source Codes page appears.

  2. Select the Layouts tab.

  3. Select Add. The Add source code layout screen appears.

  4. In the name field, enter a name for the new layout. Each layout must have a unique name.

  5. In the Description field, enter a description to help you identify the layout.

  6. To make this layout the default on marketing efforts, mark Use this layout as the default checkbox. This is only a default, you can select another layout when you create marketing efforts.

  7. System administrators can establish security access to source code layouts based on site. When you select a site in the Site field, only users associated with the selected site can access the source code layout.

  8. Select Save to save the source code layout. The Source Code page for that layout appears. On this page, you can add parts to the layout. For more information about how to add parts, see Add Source Code Parts to Layouts.