Marketing

Understanding Marketing Suite  PAGEREF _Toc287282434 \h 1

Marketing Suite integration across iMIS  6

Marketing Concepts and Terms  7

Basic and closed-loop marketing principles 7

Terms to know: Campaign Management 13

Terms to know: Segmentation  19

Terms to know: RFM Analytics 20

Setting up Basic Campaigns  20

Planning the campaign  24

Defining marketing campaigns 27

Tracking costs for campaigns 29

Defining campaign appeals 32

Defining solicitations 35

Specifying communication efforts 36

Monitoring and measuring performance  42

Basic campaign example: Professional conference  47

Getting Started: Complex Campaigns  51

Setting up complex campaigns 51

About Segmentation  53

Tracking costs for campaigns 69

About RFM Analytics 71

Example: Creating a fundraising campaign  80

Communications and Reporting  84

Setting up Marketing Suite  86

Licensing and installing  86

Setting up security groups for campaigns 86

Setting up reports and output processes 88

Setting up Campaign Management 88

Example: Segmentation queries for RFM analysis 91