Managing the Media Type/Tactic List

Overview
Media Types and Tactics define how your marketing dollars are spent. Admins can upload or manually manage these entries for consistency across events and reports.

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📤 Upload a Media Type/Tactic List

1. Go to Organization Settings > Lists tab.

2. Expand the Media Type/Tactic List section.

3. Click Download .csv template.

4. Fill in:

   • Tactic

   • Media Type

   • GL/Accounting Code

   • Active From / Until Dates

5. Save and upload via Upload New List.

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✏️ Manually Add a Tactic

1. Click Add New Tactic.

2. Fill in:

   • Tactic name

   • Media Type

   • GL Code

   • Dates (optional)

3. Click Save.

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🗑️ Remove a Tactic

Hover over an entry and click the delete icon. Confirm deletion in the dialog. Tactics currently in use cannot be deleted but can be expired.