Source codes are the most granular level of measurement in Campaign Management. These codes are used to identify messages you send out and track the responses to these messages. Source codes are linked to reply devices such as postcards, website links, donations, and purchases.
Use sources codes to:
■ Tag the marketing message for each targeted group and to track the responses.
■ Use questions such as "How did you hear about us?" to identify the message or call to action that prompted the response.
■ Set up codes for bounce-backs and responses that cannot be linked to a specific message.
For a basic campaign you might define only a few (or even one) source code.
Source code level in campaign hierarchy
There are three general kinds of source codes:
■ Codes assigned to outgoing marketing efforts to track the incoming responses to the effort. Sometimes a contact receives more than one solicitation from your organization in a certain timeframe.
■ Generic codes that are assigned to ongoing passive ways in which a customer can support your organization, such as web transactions, word-of-mouth, or calls to action.
■ Codes that are assigned to capture responses when the actual source code is not known.
Important prerequisites for defining source codes
Before you can define source codes:
■ Define one or more solicitations.
■ Set up source lists.
■ Create an insert for the source code.
Tips for defining a source code
■ Use consistent naming conventions when creating source codes. Your administrator can set up automatically generated source codes that follow your organization's standards.
■ To ensure accurate response data, do not edit a source code after the responses are processed.
To create a source code
1. Open a campaign, appeal, and solicitation.
2. Click the Source Codes tab.
3. Click Add a Source Code.
4. Define the source code:
□ Enter a Code (if not automatically generated).
□ Select the Source Code Status (Active or Inactive).
□ (optional) Enter a Description.
□ Select the List Member Type:
■ Contact – Queries contain the NetContact business object.
■ Prospect – Queries contain the Prospect business object.
□ (optional) Enter the Predicted Response Rate, Last Response Date, and Last Drop Date.
□ (optional)Select the Source Code Type:
■ RunOnce – The source code will be used only once.
■ RunMany – The source code will be used more than once.
■ ExternalList – The source list is an external file. Enter the External File Name and External List Count.
5. Click Save.