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Documentation

Importing source codes

To import source codes, do the following:

  1. Go to Marketing > Campaigns > Import source codes.
  2. Select the file to import.
  3. Click Upload. In order to import source codes, you must enter the data in a tab-delimited file that contains columns. Most spreadsheet applications, such as Microsoft Excel, can create tab-delimited files (.txt). You must arrange the columns in the tab-delimited file in the same order as they are listed below.
    🚧

    Warning

    Remove the column header row before importing.
    | Column | Description |
    | -------------------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
    | A. Source codes (required) | If the source code does not yet exist and a campaign code is also specified, the source code will be created. There is a 40 character maximum for source codes. |
    | B. Campaign (required) | If the campaign does not yet exist, it will be created. There is a 10 character maximum for campaigns. |
    | C. Appeal (optional) | If this appeal does not yet exist within the specified campaign code, it will be created. There is a 50 character maximum for appeals. |
    | D. Solicitation (optional) | If this solicitation does not yet exist within the specified campaign code and appeal, it will be created. There is a 50 character maximum for solicitations. |

  1. (optional) If warnings or errors were reported when importing, click Download errors to view the report. Create a new tab-delimited file that contains just the warning and errors. Do not include data that has already been successfully imported. Correct the file, then upload and process it again.
  2. Click Process. All import files that are processed are recorded in the Review log files section with the description of the warnings if any were reported from the import.
  3. Manually add descriptions or assign hyperlinks for the imported source codes as needed.

Adding descriptions to imported source codes

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Note

Ensure that Hide Appeals and Solicitations under Marketing > Campaigns > Settings is enabled for Campaigns and the Source Codes tab to be visible.

Descriptions are not imported for source codes. To manually add a Description to an imported source code, do the following:

  1. Go to Marketing > Campaigns > Track campaigns.

  2. Click the drop-down next to the campaign and select the Source Code to edit the source code directly.

  3. Click the Profile tab.

  4. Edit the Description.

  1. Click Save.

Joining campaign business objects in a query

The CampaignKey property in the CampaignSourceCodes business object allows for joining the CampaignSourceCodes business object to the Campaign business object in a query without traversing the appeal and solicitation hierarchy.

Do the following to join the business objects:

  1. Go the RiSE > Intelligent Query Architect > New >Query.
  2. (Summary tab) Enter a Name and Description.
  3. (Sources tab) Add the CampaignSourceCodes and Campaign business objects.

    1. Under Relations, create the following relationship: Custom (When CampaignSourceCodes.Campaign Key = Campaign.Campaign Key

  4. Add and update any filters, displays, or sort orders and click Save.

See Building a new query and Understanding query relations and joins.

Updated 2 months ago

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