Source Code Workflow

Setting up source codes requires several steps.

• Define your source code structures outside of the program. The structure refers to the relative positions of the code parts in your source code. For example, position 1 is for the Program code, 2-5 is for the Campaign code and 6-7 is for the Year. You need to define only one or two structures.

• Create source code layouts and source code parts based on the structures. Source code parts are the elements that build the code. When you create a part, you define all the possible values for that type of element. Layouts define the rules for the source code, including the position, format, and valid values for the code parts. For example, when you build a source code for membership renewals, you can define rules for the layout such as the Program code is always M, followed by the Campaign Code RENB or RENA, and the Year code is 10, 11, or 12. When you build a source code for direct marketing, the Program code is R or Q, followed by a variety of Campaign codes and the Year code. The layouts for membership renewal and direct marketing are different, yet they adhere to the same structure. For more information, see Add Source Code Parts and Add Source Code Layouts.

• Add source code parts to layouts and define which code values can be used for the layout. For example, position 1 is the Program code part for the membership renewal and direct marketing layouts. However, for the membership renewal layout, only the M value is valid for that code part, while R or Q are both valid values for the direct marketing effort. 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 effort. For more information, see Add Source Code Parts to Layouts.

• Assign part code values to segments, packages, and lists, or you can choose to increment the values so the program automatically generates the next available value. When you create a marketing effort that uses these segments, packages, or lists, their part code values roll up to the effort’s source code. You can use these default values or enter other values. These values must follow the restrictions defined by the layout selected for the marketing effort.

• Select a source code layout on the Source Code tab when you create a marketing effort. If the layout includes user defined part types, you can enter or select values for those parts.

• Activate a marketing effort. The source code layout is copied and locked, so changes made to the original source code layout do not impact the activated marketing effort.

• Specify the codes that should be included on the various response devices included in the marketing effort when you export the marketing effort to a fulfillment house. When gifts come in from the marketing effort, the appropriate code is entered on each gift record so you can analyze the specific combination of package, segment, etc. that resulted in the gift.

  Note: When you create a marketing effort from a planned marketing effort in a marketing plan, the source code entries are copied to that marketing effort. Changes made to the codes on the marketing effort do not update the codes in the plan.