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How to use workflow data how-to-use-workflow-data

Updating the database updating-the-database

All collected data can be used to update the database, or in deliveries. For example, you can enrich message content personalization possibilities (include the number of contracts in the message, specify the average shopping cart over the last year, etc.) or detail population targeting (send a message to contract co-holders, target the 1,000 best subscribers to online services, etc.). This data can also be exported or archived in a list.

Lists and direct updates lists-and-direct-updates

The data of the ÃÛ¶¹ÊÓƵ Campaign database and the existing lists can be updated using two dedicated activities:

  • The List update activity lets you store worktables in a datalist.

    You can select an existing list or create it. In this case, the name and possibly the record folder are computed.

    Refer to List update.

  • The Update data activity performs a mass update of the fields in the database.

    For more on this, refer to Update data.

Subscription/unsubscription management subscription-unsubscription-management

To find out about subscribing and unsubscribing recipients to an information service via a workflow, refer to Subscription Services.

Sending via a workflow sending-via-a-workflow

Delivery activity delivery-activity

The delivery activity is detailed in Delivery.

Enriching and targeting deliveries enriching-and-targeting-deliveries

Deliveries can process data from workflows in order to customize content or within the framework of target population selection.

For example, within the framework of a direct mail delivery, you can include the additional data, taken from data manipulation carried out in the workflow, in the extraction file:

In addition to the usual personalization fields, you can add personalization fields from workflow stages to the delivery content. The additional data defined in the workflow activities can be kept and made accessible in the delivery assistant, as shown in the example below, for defining the name of the output file within the framework of direct mail delivery:

The data contained in the workflow table is identified by its name: it is always made up of the targetData link. For more on this, refer to Target data.

Within the framework of email delivery, personalization fields can also use data from target extension performed in the targeting workflow stages, as shown in the example below:

If a segment code is specified in a targeting activity, it is added to a specific column of the workflow table and will be offered along with the personalization fields. To display all personalization fields, click the Target extension > °¿³Ù³ó±ð°ù… link accessible via the personalization button.

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