Business Units Tab

Note: The Business units tab appears only when you select Override appeal business units in the effort and/or in segments on the Start setup form of the communication template.

On the Business units tab, you can override business units associated with the communication template's selected appeal. You can define which business units to credit with revenue generated as a result of marketing efforts created from the template. You can specify overrides that occur at the marketing effort level and/or segment level.

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

2. Select the Business units tab.

3. Under Effort level business unit overrides, you can specify which business units to override for the marketing effort. In the Business unit column, select a unit to credit for the revenue.

4. In the % Credit for revenue column, enter the percentage of the revenue to credit to the selected business unit.

5. To divide the credit amount evenly among the selected business units, select Split evenly. To give each unit full credit for the revenue, select Split fully.

   Note: If you lock the business units grid, the grid is hidden on marketing efforts created from the template.

6. To allow users to choose different business units for segments, under Segment level business unit overrides, select Allow individual segments to override the business units of the effort.

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