Direct Marketing: Configuration - Scanlines

Direct Marketing: Configuration - Scanlines

1. This tutorial will cover how to create scanlines for use with the direct marketing module.
2. Scanlines are generated sequences that are used to uniquely and discretely identify responses from a direct marketing appeal; they are intended to allow for improved and automated processing of donations.
3. To configure scanlines, click on the Main Menu (3 bars) button in the upper right corner of the screen, and in the Active Modules section, click on Configurations.
4. In the resulting Configurations screen, under Appeals, click on Scanlines to be taken to a list of all currently configured scanlines.
5. To create a scanline for use with direct marketing campaigns, click on the New Scanline button in the lower right corner of the screen.
6. In the resulting pop-up dialog box, provide a unique code and clear description for the scanline, in the Code and Description fields respectively, and hit the Save button.
7. Scanlines include, at minimum, the Client ID, Account ID, and Transcode of the appeal to allow for unique identification.
8. Scanlines may also include Ask Array values, which high-speed scanners compare with gift amounts.
9. Lastly, for use with mechanical processing equipment, a Check-Digit Calculation can be added to help ensure accurate reading of the scanline.
10. To add additional fields to the scanline, select the desired field from the selection drop-down menu and click the Add button.
11. To reorder the scanline fields, simply click on the element you wish to move, and drag and release it in the desired location.
12. When you have finished making changes to the scanline, click the Back button to return to the list of configured scanlines.
13. It is quite common for organizations to only have a single scanline configuration within their system.
14. To edit an existing scanline configuration, click on the Edit button for the appropriate contact entry.
15. To delete an existing scanline configuration, click on the drop-down menu to the right of the Edit button for the appropriate scanline, and click on Delete.