Direct Marketing: Configuration - Transcodes

Direct Marketing: Configuration - Transcodes

1. This tutorial will cover how to create transcodes for use with the direct marketing module.
2. Transcodes are sequences that are generated in order to uniquely identify Contact Records in a specific Appeal, Package, and Segment of a direct marketing campaign.
3. To configure transcodes, 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 Transcodes to be taken to a list of all currently configured transcodes.
5. To create a new transcode to be used with direct marketing campaigns, click on the New Transcode 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 transcode, in the Code and Description fields respectively, and hit the Save button.
7. Transcodes include, at a minimum, the Appeal, Segment, and Package ID of the contact to allow for unique identification of that contact in relation to the direct marketing campaign.
8. A transcode can also include Recency, Frequency and Amount codes, as well as filler characters.
9. To add additional fields to the transcode, select the desired field from the selection drop-down menu and click the Add button.
10. To reorder the transcode fields, simply click on the element you wish to move, and drag and release it into the desired location.
11. When you have finished making changes to the transcode, click the Back button to return to the list of currently configured transcodes.
12. It is quite common for organizations to have only a single transcode configuration within their system.
13. To edit an existing transcode configuration, click on the Edit button for the appropriate contact entry.
14. To delete an existing transcode configuration, click on the drop-down menu to the right of the Edit button for the appropriate transcode, and click on Delete.