Refresh a marketing effort

The marketing export refresh process can be scheduled by administrators in Administration, Manage Queues.

  1. From a marketing effort record, select Refresh marketing effort under Tasks. You can also select Start process from the Refresh status page.

  2. A message appears when the process completes. Any records that the matchback process was able to match with a segment are moved out of the indirect responses section of the grid and included as a response to the appropriate segment.