Overview: Add plan items such as appeals and marketing efforts

This is an overview of how to add a plan item. For a more detailed explanation, see Appeals, Marketing Efforts, and Other Plan Items.

1. To begin defining the first level of the plan, select Go to {highest level defined in the plan}.

   Note: If the template you based the plan on contains only Planned Appeal and Planned Marketing Effort levels, Go to appeal is available instead of Go to {highest level defined in the plan}.

2. The page for the top level item appears. On this page, you describe your budgeting and revenue goals to help move the plan forward. You can then use these goals to define tasks on the Tasks tab and costs on the Expenses tab. You can also attach files to the plan item. Attachments can be any type of file that helps with this plan item, from meeting notes to a quote from a vendor for materials related to the marketing effort being performed.

   1. Select the Edit assumptions task to enter estimates for budget, revenue, and quantity target amounts; response rate; and number of responses.

   2. Use the tabs on the page to add and edit estimated Expenses, Tasks, and Attachments that relate to this item.

   3. The List tab lists any second level items in the hierarchy. When you select Add, the Add {second level item in the hierarchy} screen appears.

   4. Repeat these steps for all items in your hierarchy.

3. When you add Planned Marketing Efforts (the lowest level of the hierarchy), additional tabs are available for you to add Segment Summaries and Specifications.

   1. On the Segment Summaries tab you can supply information that will eventually be translated into Segments. You can associate each item in the summary with a Package and various assumptions (as with the other plan items). This tab also includes a grid containing a summary of the package usage including total quantity and total budget amount.

   2. On the Specifications tab you can enter high level notes about the marketing effort. Each note can be placed in a specific category you define and can be given a title. This information is used in reports.