Hi Emily, We assign unique IDs ("form numbers") to all of our collateral. As an insurance company we do have actual forms that go with the issuing and service of annuities, but we also give unique IDs to any marketing collateral. Aside from this benefiting organization, it's also required for compliance reasons within this industry. In a typical campaign we often have a direct mail piece and an email that use the same messaging and content. We used to build these as separate projects and would use the custom forms section in the project to list the unique ID. Now that I manage all the marketing campaign projects I've begun building these differently, where I build in the direct mail piece and the email piece in the same project, and I made a new custom form that can live at the task level. We also use custom forms for a myriad of other characteristics, such as: medium, audience, distribution (which websites being published), etc. and can generate quick reports to identify, for example, how many postcards we sent last quarter, touchpoints with different audiences, etc. Hope this is helpful! Best, Ashley Ashley Adam American Equity - Comm
