Ability to copy selection for Marketing efforts

For complex marketing effort some time we need to create similar selection and segment with a variance that then can be updated instead of creating a new selection each time. Example  Athletics marketing effort by sport , Reunion by Faculty , etc.

  • Karen MacNeil
  • Jan 9 2019
  • Already exists
Blackbaud CRM / Marketing and Communications
Organization Name (Please enter full organization name) Western University
Reported Version 4.0
  • Attach files
  • Admin
    Pat Conley commented
    January 18, 2019 16:00

    You have the ability to edit the selection definition and there is a 'Save As' button.   That allows you to make a copy of the selection.

    ×

    Attachments Open full size

Related ideas