Add a direct marketing effort

From Marketing and Communications, select Direct marketing efforts. The Direct marketing efforts page appears.
Select Add. The Add marketing effort screen opens to the Select Template form.
On the left is a list of all communication templates available for building marketing efforts. To help you choose the correct one, you can select a template to preview its settings on the right.
Select the template to use and select Next to move to the Create effort form.
The Template field displays the name of the selected template.

Note: Any fields and options that are locked on the General tab of the selected template are hidden on this form. This procedure assumes all available fields and options are unlocked on the template.
In the Name field, enter a name for the marketing effort. If the communication template uses a name pattern, the generated name appears and may have additional fields you need to complete. If the name pattern includes dynamic parts, such as the Appeal, Channel, or Due date, those fields are required on the Create effort form, if they were blank and unlocked on the template. If you included a counter in the name pattern, the program increments the counter until it creates a unique name. If the name pattern does not include counter, the program appends a number to the end of the name to make it unique. For efforts created from a marketing plan, the Name field displays the name of the planned effort, if the template does not include a name pattern.
To add a description that identifies the marketing effort, enter it in the Description field.
In the Appeal field, select the appeal to associate with the marketing effort.
In the Channel field, select the means of distribution for the marketing effort—mail, email, phone, or multi-channel. If you select mail, email, or phone, you cannot edit the channel after you add segments to the marketing effort. If it is set to multi-channel, you cannot change the channel to a different type if the marketing effort includes segments with packages of a different type. For example, you can change the channel from multi-channel to mail if the effort includes only mail packages. However, if the marketing effort includes packages for the mail and email channels, you cannot change the channel from multi-channel to mail.
For internal tracking purposes, you can enter a Due date and Launch date for the marketing effort. For example, Due date is typically the date by which the marketing effort must be completed with segment counts for the vendor/printing house. Launch date is usually the date the marketing effort is sent to the post office. For marketing efforts created from a marketing plan, the Launch date displays the date specified on the marketing plan.
If the marketing effort was created from a marketing plan, the Plan field displays the name of the marketing plan.
If your organization uses finder numbers, you can select Reserve a specified range of finder numbers to reserve a range of finder numbers for the marketing effort. Finder numbers are assigned to each potential donor included in the marketing effort when you run the Calculate segment counts process. If you do not select this option, the Finders Numbers tab is hidden on the marketing effort.
To use the budgeting tools for the marketing effort, select Specify effort budget, expenses, and goals. When you select this option, you can enter the amount budgeted for the effort and quickly view whether the effort exceeds the budget. If you do not select this option, the Budgets/Expenses tab is hidden on the marketing effort.
To allow exclusions based on prior marketing efforts, select Allow the exclusion of constituents who received previous communications. When you select this option, you can select an existing activated marketing effort to use as exclusion criteria for the marketing effort. If you do not select this option, the Previous marketing effort exclusions grid is hidden on the marketing effort's Exclusions tab.
Select Save. The Add marketing effort screen closes and the new marketing effort record appears. For more information about tabs on the profile page, see Direct Marketing Effort Record.