How do I create source codes for acquisition plans?

Overview 

Source codes help you track where donor contributions come from by linking them to specific outreach efforts. 

Step 1: Access source codes 

1. Open "Source Codes" from the Sidebar OR 

2. Select "Source Codes" from the "Codes • Questions • Scripts" dropdown on your Main Menu 

Step 2: Create or edit a source code 

1. Choose "Add New Source Code" OR 

2. Select the name of an existing code to edit 

Step 3: Configure tracking categories 

Set up the three tracking categories under the "Track Your Efforts" section: 

1. For Campaign Type & Campaign: Select "Acquisition: [Effort Name]" 

2. For Channel & Contact Type: Select "Mail: Direct Mail" 

3. For Revenue Stream & Type: Select "Direct Mail: Acquisition"

Not quite what you were searching for?

• Navigate back to the Feature Overview.