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Creating a source list

A source list defines who is solicited. You can select one or more of any combination of the following types of source lists for a single source code:

Before you begin

To create a source list

  1. Select a campaign.

    The Campaign Portfolio opens.

  2. Select Source Codes.

    The Source Code window opens.

  3. Select a source code.
  4. Click the Definition tab.
  5. Select the List Type:
    • Segment Definition
    • Query
    • Solicitation Response
  6. Click Add.
  7. Select the source. Click Continue.

    The list displays in the Source Lists area of the window.

  8. Click Save.

See Also

Managing Campaigns

Planning a campaign

Defining a campaign

Creating an appeal

Creating a solicitation

Creating a source code

Creating an insert

Defining costs

Managing responses

Monitoring and measuring performance

Example: Creating a fundraising campaign


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