Ask Ladder Tab

Note: The Ask Ladder tab appears only when you select Override segment ask ladders on the Start setup form of the communication template.

You assign ask ladders to segments to ensure each recipient receives the appropriate ask amount on their marketing effort. On the Ask Ladder tab, you can choose alternate ask ladders for selections that override the one specified for a segment. For example, you can create an override for high-value constituents to ensure they receive the same ask ladder regardless of which segment they may fall into. For more information about how to configure ask ladders, see Ask Ladders.

1. From the Add a communication template screen, select Select features and defaults.

2. Select the Ask Ladder tab.

3. In the Selection column of the grid, choose the marketing selection the ask ladder applies to.

4. In the Ask ladder column, select the ask ladder to apply to the selection. The Entry amount column displays the type of entry amount assigned to the selected ask ladder, such as a smart field or dollar amount.

5. If you add multiple ask ladder overrides, use the arrows to define the order in which they are applied. The program applies overrides from top to bottom. For example, if a constituent falls into more than one selection in the grid, the program applies the override closest to the top.

6. You can lock individual rows of the grid. Users who create marketing efforts from the template can view a locked ask ladder, but they cannot edit it. If you lock the entire ask ladders grid, the grid is hidden on marketing efforts created from the template.

7. Select another tab on the Select features and defaults form, or select Next to continue the setup process.