Tasks in Targeted Marketing and Reports
Tasks may be generated by processing a TM product or running certain reports. The reports are:
End Grace (
Reports | Subscriber menu)Stopped Subscribers (
Reports | Subscriber menu)Credit Cards Expires (
Accounting | Subscriber menu)Subscriber Activity Export (
Utilities | Export menu)
In order to create tasks, a task type and event must be defined for the TM product or the report in Task setup. In addition, a task creation flag must be set when running the options. This is Create Tasks in TM Processing and Generate Tasks in reports (see the following examples).
Last updated
