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Universe Tab

If a direct marketing effort is linked to a marketing plan, the Universe tab contains a list of all the Specifications from the marketing plan with a Section type of “Universe” or “Include.” The Universe Specifications can be used as a reference for how to build the marketing effort. After a marketing effort has been activated, all filters become locked.

It is important to note that by specifying universe selections, you are reducing the “universe” of potential records to include in the marketing effort to only those that meet the criteria of the selections you specify as universe filters.

On an acknowledgement marketing effort record, you cannot edit or delete information on the Universe tab. The Universe tab appears on an acknowledgement marketing effort record for reference only.

Add Universe Selections

Edit Universe Selections

Delete Universe Selections