Set up Campaign Management according to the method your organization uses to track and process data. These options apply to all campaigns. Use the Business Object Designer to track additional information that is important to your organization's marketing success.
Source code ID mode
This setting determines whether source codes will be generated manually or automatically.
■ Manually – When enabled, the Manually-Assigned option governs the Set up module page's Source Code Name Format field and the source code Definition tab's Code field:
□ The Source Code Name Format field is disabled.
□ The Code field is editable until the source code is saved; once saved, the Code field cannot be edited.
□ The Code field is blank when first creating a source code.
□ You must enter a unique value in the Code field to save a source code.
■ Automatically – When enabled, the Auto-Assigned option governs the Set up module page's Source Code Name Format field and the source code Definition tab's Code field:
□ The Source Code Name Format field is enabled.
□ The Code field is read-only.
□ The Code field populates automatically with a unique value when saving a source code.
Tracking costs
You can track campaign costs by appeal or by source code.
Tracking by appeal – If the budget and costs are tracked at the appeal level:
■ Total costs display at the campaign and appeal levels only.
■ Users can view the Total Cost, Target Revenue, Predicted Response Rate, and ROI for a campaign.
■ Users can enter and edit the Overhead Cost, Target Revenue, and Predicted Response Rate for an appeal.
■ Users cannot view or edit costs for a solicitation or source code.
■ Users can enter costs for an insert, but these costs are ignored in the campaign and appeal cost calculations.
Tracking by source code – If the budget and costs are tracked at the source code level:
■ Users can view the Total Cost (estimated or actual), Target Revenue, Predicted Response Rate, and ROI for a campaign, appeal, or solicitation.
■ Users can edit the Overhead Cost, Target Revenue, and Predicted Response Rate for a source code.
■ Users can view the Total Cost (estimated or actual) for a source code.
■ Users can enter costs for inserts, which are used for cost calculations.
■ The Summary tab for a campaign, appeal, solicitation, and source code display Estimated Cost until output is generated. After generating output, Actual Cost displays. (For a campaign, appeal, or solicitation, the Summary tab displays the Actual Cost if output has been generated for any child source codes; otherwise, Estimated Cost displays.)
■ The Calculate Estimated Costs button displays on the campaign, appeal, solicitation, and source code portfolio pages.
About auto-map source codes when retrieving responses
If selected, this setting automatically maps source codes to orders, gifts, and pledges if a source code is not provided when synchronizing responses. The source code is obtained from iMIS Events, Orders, or Fundraising.
If the setting is not selected, iMIS does not recognize responses if an order, gift, or pledge does not have an associated source code.
Note: This feature applies only if one or more products are associated with an appeal.
To set Campaign Management options
1. From Marketing, select Set up campaign module > Options tab.
2. Enable the desired options:
□ Choose the Source Code ID Mode: Manually-Assigned or Auto-Assigned.
□ If Auto-Assigned is enabled, enter the Source Code Name Format.
□ Choose the Budget Level: Appeal or Source Code.
□ Check to select Auto-map source codes when retrieving responses.
3. (optional) Enter the Opt Out URL and the Opt Out Key which can be used when editing an email template (see Defining output processes) for customers who want to be removed from a mailing list.
4. Click Save.