contact module
DESCRIPTION
Contact module. Scope and Feature Presentation. In this presentation. Introduction of Contact Store General Concept Key Features Key concept Audience Contact definition Audience filter Subscription Suppression Business flow Create contact definition Create audience filter - PowerPoint PPT PresentationTRANSCRIPT
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Contact module
Scope and Feature Presentation
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In this presentation• Introduction of Contact Store
– General Concept– Key Features
• Key concept– Audience – Contact definition – Audience filter – Subscription – Suppression
• Business flow– Create contact definition – Create audience filter
• UI and pages – Contact definition – Audience – Audience filter – Subscription – Connections with Outside World
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INTRODUCTION
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Audiences and Contact Definitions
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Key Features
• Customizable contact definitions• Multiple contact lists• Use feedback from users to create refined
filters
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CONCEPTS
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Audience
• An audience is a group of contacts (a population) that share a common contact definition.
• Each contact in an audience is considered a unique person.
• An OMS customer can have multiple audiences. • A customer has at least one audience in his
contact store.
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Contact definition • The contact definition is the basic field
structure which defines a contact within the boundaries of an audience.
• It is a set of fields with specific characteristics. Some fields may be mandatory; they need to be registered for a contact to be created inside the OMS.
• The OMS provides several field-types which can be used for the field structuring inside the OMS.
• A contact definition can be reused over multiple audiences, meaning that multiple audiences can be created from a single contact definition.
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Audience filter
• An audience filter can be used to create very specific segments of the population.
• Segments can be created based on the profile (contact definition fields), subscription values, and feedback (behavior/history).
• Audience filters can be very general (all males in this audience) or extremely specific (all males that clicked on {this clicklink} within {this timeframe}).
• An audience filter is dynamic by nature: it auto updates itself constantly, to always represent the actual data.
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Subscription• The subscription tells the OMS what a contact would like
to receive from the OMS customer (push media), based on the options made available by the customer user.
• In most cases, to subscribe is a conscious action by the contact, a decision.
• Although contacts can be added from crm systems, the most regular method for adding contacts is if this person subscribes via a website or other online medium.
• A subscription registration is a necessity for (double) opt-in anti-spam measures. A subscription tells us something about the contact and the contact’s preferences.
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CONTACT DEFINITIONS
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View CD (information)Create CDDelete CDEdit CDUpdate contact definitionPublish CDActivate CDDeactivate CDCreate CD sectionCreate CD fieldDelete CD sectionDelete CD fieldCD multi-language
View contact definition informationCreate a new CDDelete a CDEdit current CDUpdate current CDPublish current CDMark current definition to activeMark current definition to deactivated Create a new section in current definitionCreate a new field in current sectionDelete current section Delete current field
Contact Definition Features
Note: CD is contact definition
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Contact def - General
Multiple CDs Possible
Quick CD editor
Add new CDs Under root node
CD have the multi
languageNew Section , edit Delete , Publish CD
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CD – Information
CD Information
Edit CD
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AUDIENCES
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View audience (information)Create audienceDelete audienceEdit audienceExport contactsImport contactsSchedule importExport all contactsExport selected contactsExport single contactSchedule export
View audience informationCreate a new audience from CDDelete exists audience Edit audience informationExport contacts from systemImport contacts into audienceSchedule import tasks
Audiences Features
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Audiences - General
Import/Export Contacts in audience
Multiple Audiences Possible
Add filters under the audience
Add new audiences
Under root node
Add new filter ,folder ,
contact group ,contact
Under audience
Audience do not have the multi version , language
Contact s in audience
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Audience – Contact
List of all contacts in the audience
Perform action on multiple contacts
Manage Contacts in the audience.Add, Export Selected, Delete selected
contacts, Search, Refresh
Edit a contact
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Audience – Information
Audience Information
Edit Audience Information
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AUDIENCES FILTERS
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View filter (information)Create audience filterDelete audience filterEdit audience filter infoSet filter to staticSet filter to dynamicAudience filter designerView filter query contactsGrid column configurationContact search in filter
View audience filter information
Filter connects profileFilter connects subscriptionFilter connects feedback historyExport contacts using filter
Audience Filters Features
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Audience filter– Information
Audience filter Information
Edit Audience filter Information
Audience filter do not have the multi version , language
Add new audience filter
Under audience or folder
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Audience filter – Designer
Edit the audience filter (Query condition) , Basic information
Save, validate filter , Set Static
Selected a audience filter
Show the statistics result for filter
condition
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Audience filter– Contact
List of all contacts in the audience filter
Perform action on multiple contacts
Manage Contacts in the audience.Add, Export Selected, Delete selected
contacts, Search, Refresh
Edit a contact
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View contact group (information)Create contact groupDelete contact groupEdit contact groupView contacts by contract groupAdd contact to CG
Contact group
Note: CG is contact group
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Contact group– Contacts
List of all contacts in the contact group
Perform action on multiple contacts
Manage Contacts in the audience.Add, Export Selected, Delete selected
contacts, Search, Refresh
Edit a contact
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SUBSCRIPTIONS
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View subscription (information)Create subscriptionDelete subscriptionEdit subscriptionConnect subscription to audienceView subscription information
Create subscription fieldEdit subscription fieldDelete subscription fieldView subscription field (information)
Subscription Features
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Subscription– Information
Subscription Information
New (Subscription field) ,edit ,delete
Subscription have the multi version ,
languageAdd new
subscriptions Under root node
Multi folders and subscriptions
possible
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Subscription– Fields
Subscription fields Information
Add new field Under
subscription
Multi subscription fields possible
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CONNECTIONS WITH OUTSIDE WORLD
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Contact WEB portal
• Profile configuration • Subscription Manager (including opt-in,
double opt-in)• Tell a friend • Form builder• View historical newsletters
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Import / Export
• Import Wizard– Select file (csv)– Map fields to contact definition fields– Translate fields (0/1 -> male/female)– Duplicate handling (unique field, overwrite/skip)– Schedule (perform action at quiet time)– Fixed schedule, (FTP Import)
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Import / Export
• Export Wizard– Optional, create selection of contacts in audience– Select data to export (profile / subscription / both)– Select export format (CSV)– Schedule (perform action at quiet time)– Fixed schedule, (FTP Export)
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External connectivity
• External systems will be able to connect to a generic interface.
• The interface will allow external systems to read and write profile and subscription information into our system.
• For these connections there will be no UI