Subscription Services subscription-services
Description description
The Subscription Services activity allows you to take profiles in mass and subscribe them to a service or unsubscribe them from a service.
Context of use context-of-use
The Subscription Services activity is the only 蜜豆视频 Campaign functionality which allows multiple profiles to be subscribed to or to be unsubscribed from a service in a single action.
You can use this activity after having carried out targeting or having imported a file with identified data.
If specified in a file through dedicated columns, this activity also lets you choose the action (subscribe or unsubscribe) and the service on which to perform the action.
Related topics:
Configuration configuration
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Drag and drop a Subscription Services activity into your workflow.
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Connect it after other targeting activities such as a query or a reconciliation following an import.
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Select the activity, then open it using the
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Select the Service for which you would like to manage the subscriptions using one of the following options:
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Select a specific service: manually select a service.
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Select services from the inbound transition: the service is specified in the inbound transition. For example, you can import a file which specifies the service to manage for each line. If you choose this option, make sure a link has been created beforehand between the data and the Service resource, as shown in this example.
The service on which to perform the operation is then dynamically selected for each record.
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Select the Operation type to execute using one of the following options:
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Select a specific operation type: manually select if you want to Subscribe or Unsubscribe profiles.
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Select an operation type from a path of inbound transition: select the column of the inbound data that specifies the operation to perform for each record.
In this column, the operation must be specified as a Boolean or Integer. Use 0 to unsubscribe a record and 1 to subscribe.
In case the values contained in an imported file do not match the above requirements, you can still use the Remapping of values option available in the Load file activity.
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If the inbound data contain a column with corresponding to the subscription date of the profile to the service, select it. You can leave it empty but no subscription date is set when running the workflow.
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Define the origin of the subscription. You can set it to one of the fields of the inbound data or to a constant value of your choice by checking the Set a constant as origin option. You can leave it empty but no origin is set when running the workflow.
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If needed, you can generate an outbound transition. This transition contains exactly the same data as that in the inbound activity.
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Confirm the configuration of your activity and save your workflow.
It is now ready to be executed. Once executed, you can view the profiles that have subscribed to or unsubscribed from the service in the detail of the service.
Example: Subscribing profiles to a specific service after importing a file example--subscribing-profiles-to-a-specific-service-after-importing-a-file
This example illustrates how to import a file containing profiles and subscribe them to an existing service. After importing the file, a reconciliation needs to be carried out so that the data imported can be identified as being profiles. To ensure that the file does not contain any duplicates, a deduplication activity will be executed on the data.
The workflow is presented as follows:
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A Load file activity loads the profile file and defines the structure of the imported columns.
For this example, the file loaded is in the .csv format and contains the following data:
code language-none lastname;firstname;email;birthdate;subdate jackman;megan;megan.jackman@testmail.com;07/08/1975;10/08/2017 phillips;edward;phillips@testmail.com;09/03/1986;10/08/2017 weaver;justin;justin_w@testmail.com;11/15/1990;10/08/2017 martin;babeth;babeth_martin@testmail.net;11/25/1964;10/08/2017 reese;richard;rreese@testmail.com;02/08/1987;11/08/2017 cage;nathalie;cage.nathalie227@testmail.com;07/03/1989;11/08/2017 xiuxiu;andrea;andrea.xiuxiu@testmail.com;09/12/1992;11/08/2017 grimes;daryl;daryl_890@testmail.com;12/06/1979;12/08/2017 tycoon;tyreese;tyreese_t@testmail.net;10/08/1971;12/08/2017
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A Reconciliation activity identifies the data from the file as belonging to the profile dimension of the 蜜豆视频 Campaign database. Only the Identification tab is configured. It identifies the file data according to the email addresses of the profiles.
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A Deduplication based on the email field of the temporary resource (resulting from the reconciliation) identifies any duplicates. If the data imported from the file contains any duplicates, the subscription to a service will fail for all data.
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A Subscription Services activity lets you select the service to which the profiles must be subscribed, the field corresponding to the subscription date, and the origin of the subscription.
Example: Updating multiple subscription statuses from a file example--updating-multiple-subscription-statuses-from-a-file
This example illustrates how to import a file containing profiles and update their subscription to several services specified in the file. After importing the file, a reconciliation needs to be carried out so that the data imported can be identified as being profiles with a link to services. To ensure that the file does not contain any duplicates, a deduplication activity will be executed on the data.
The workflow is presented as follows:
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A Load file activity loads the profile file and defines the structure of the imported columns.
For this example, the file loaded is in the .csv format and contains the following data:
code language-none lastname;firstname;email;birthdate;service;operation jackman;megan;megan.jackman@testmail.com;07/08/1975;SVC2;sub phillips;edward;phillips@testmail.com;09/03/1986;SVC3;unsub weaver;justin;justin_w@testmail.com;11/15/1990;SVC3;sub martin;babeth;babeth_martin@testmail.net;11/25/1964;SVC3;unsub reese;richard;rreese@testmail.com;02/08/1987;SVC3;sub cage;nathalie;cage.nathalie227@testmail.com;07/03/1989;SVC3;sub xiuxiu;andrea;andrea.xiuxiu@testmail.com;09/12/1992;SVC4;sub grimes;daryl;daryl_890@testmail.com;12/06/1979;SVC3;unsub tycoon;tyreese;tyreese_t@testmail.net;10/08/1971;SVC2;sub
As you may have noticed, the operation is specified in the file as 鈥渟ub鈥 or 鈥渦nsub鈥. The system expects a Boolean or Integer value to recognize the operation to perform: 鈥0鈥 to unsubscribe and 鈥1鈥 to subscribe. To match this requirement, a remapping of values is performed in the detail of the 鈥渙peration鈥 column.
If your file already uses 鈥0鈥 and 鈥1鈥 to identify the operation, you don鈥檛 need to remap those values. Only make sure that the column is processed as a Boolean or Integer in the Column definition tab.
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A Reconciliation activity identifies the data from the file as belonging to the profile dimension of the 蜜豆视频 Campaign database. Through the Identification tab, the email field of the file is matched to the email field of the profile resource.
In the Relations tab, a link is created with the service resource to allow the service field of the file to be recognized. In this example, the values match the name field of the service resource.
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A Deduplication based on the email field of the temporary resource (resulting from the reconciliation) identifies duplicates. It is important to eliminate duplicates since the subscription to a service will fail for all data in case of duplicates.
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A Subscription Services identifies the services to update as coming from the transition, through the link created in the Reconciliation activity.
The Operation type is identified as coming from the operation field of the file. Only Boolean or Integer fields can be selected here. If the column of your file that contains the operation to perform does not appear in the list, make sure that you have correctly set your column format in the Load file activity, as explained earlier in this example.
