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IBM Distributed Marketing documentation
  • IBM Distributed Marketing v9.1.2 documentation
  • General Data Protection Regulation (GDPR) support
  • Release Notes
  • IBM Distributed Marketing Installation Guide
  • IBM Distributed Marketing Upgrade Guide
  • IBM Distributed Marketing Administrator's Guide
  • IBM Distributed Marketing Corporate Marketer's Guide
  • IBM Distributed Marketing Field Marketer's Guide
  1. Home
  2. IBM Distributed Marketing Corporate Marketer's Guide
  3. About processes
  4. Previewing field values from your user data

    You can use the Profile feature to preview field values when you configure a process in a flowchart. This feature allows you to see actual values from fields in your user data.

  5. Setting profiling options
  • IBM Distributed Marketing Corporate Marketer's Guide
    • IBM ® Distributed Marketing

      IBM ® Distributed Marketing provides marketing organizations with the ability to distribute the execution of centrally managed marketing campaigns throughout the enterprise.

    • Customize Marketing OperationsDistributed Marketing

      You can customize the Marketing OperationsDistributed Marketing interface to meet your needs. Customization settings are available in Marketing OperationsDistributed Marketing when you click Settings or Settings > Marketing OperationsDistributed Marketing Settings.

    • Corporate Campaigns

      Corporate Campaigns are marketing campaigns that are planned, scheduled, and executed by a centralized marketing team.

    • Corporate Campaign tasks

      The goal of a Corporate Campaign is to target customers that local field marketers approved.

    • Corporate Campaigns and field marketers

      When a corporate marketer uses the Subscription task in the workflow for a Corporate Campaign, invited field marketers choose whether to subscribe to the Corporate Campaign.

    • Subscriptions

      A subscription is the invitation to a field marketer to include their territory in a Corporate Campaign, or a wave of a multi-wave Corporate Campaign.

    • Workflows

      To help you complete different workflow-related efforts, the Workflow tab offers different view modes and an edit mode.

    • Flowcharts for Corporate Campaigns

      For a Corporate Campaign, two flowcharts are typically run by corporate marketing through Campaign.

    • Working with Lists, On-demand Campaigns, and Corporate Campaigns

      This section contains common information about working with Lists, On-demand Campaigns, and Corporate Campaigns.

    • Alerts
    • Templates

      Templates are definitions of a List, On-demand Campaign, or Corporate Campaign that corporate and field marketers use to create new objects.

    • Building and managing templates

      To create and manage templates and template components, you use the Template Configuration page. Select Settings > Marketing OperationsDistributed Marketing Settings. Then, click Template Configuration.

    • Form Editor

      The Form Editor creates and edits template components. Forms capture information about the List, On-demand Campaign, or Corporate Campaign.

    • Flowchart management

      IBM ® Campaign uses flowcharts to define campaign logic. Each flowchart in a campaign performs a sequence of actions on data that is stored in your customer databases or flat files.

    • List of processes
    • About processes
      • Types of processes

        Campaign processes are divided into three types by function, which are distinguished by color in the flowchart process palette.

      • Manipulating process boxes in flowcharts

        Process boxes are the building blocks of flowcharts. The processes are visible on the flowchart process palette at the left of the workspace. Each marketing campaign consists of at least one flowchart, and each flowchart consists of processes that are configured and connected.

      • Data sources for processes

        When you configure most processes in a flowchart, you must specify the source of the data that the process will act on. The data source for a process can be one or more incoming cells, segments, files, or tables. For example, the data source for a Select process might be a database table where your organization stores customer information such as Name, Address, Age, and Income.

      • Using queries to select data

        You can use a query to identify contacts from your databases or flat files when you configure a Select, Segment, or Extract process in a flowchart. There are several different query methods.

      • Previewing field values from your user data

        You can use the Profile feature to preview field values when you configure a process in a flowchart. This feature allows you to see actual values from fields in your user data.

        • Profiling fields to preview values from your user data

          You can use the Profile feature to preview field values when you configure a process in a flowchart. This feature lets you see actual values from fields in your user data. You can profile any field in a mapped data source. You can also profile derived fields.

        • Restricting input for profiling
        • Disallowing profiling
        • Setting profiling options
          • To access the Profiling Options window
          • Changing the maximum number of profile segments

            When you profile fields in flowchart process boxes, IBM ® Campaign automatically creates up to a maximum number of 25 segments. You can change this value for the current flowchart session.

          • To set the maximum number of segments for profiling
          • Profiling field values by meta type

            Profiling by meta type affects how data is sorted when you profile a field in a process configuration dialog. You can sort field values for data types such as dates, money, and other numeric data.

        • Refreshing profile counts

          Refresh the profile count when something occurs that might change the results. For example, you can refresh the count when new values are added to a field or when a database table is updated.

        • Inserting a profile category into a query

          While building a query expression in a process configuration dialog, you can insert a field value into your query expression.

        • Printing profile data

          After you profile a field, you can print the profile data.

        • Exporting profile data

          After you profile a field, you can export the profile data to a comma-separated values (CSV) text file.

      • Logging contact history

        Contact history can provide information about what offers were made, who they were made to, when, and by which channels. Contact history is stored in several tables in the IBM Campaign system database. You can also log contact history to a file.

      • Changing the seed for random selection
      • Skipping duplicate IDs in process output

        The Extract, Call list, Mail list, and Snapshot processes allow you to specify how to treat duplicate IDs in the process output. The default is to allow duplicate IDs in the output.

    • User variables

      Campaign supports user variables, which can be used during process configuration when creating queries and expressions.

    • Context-sensitive help topics
    • Corporate Campaigns page

Setting profiling options

You can affect how the Profile feature performs by:

  • Restricting input for profiling
  • Disallowing profiling

In addition, you can set these options in the Profiling Options window:

  • Changing the maximum number of profile segments
  • Profiling field values by meta type
  • To access the Profiling Options window
  • Changing the maximum number of profile segments
    When you profile fields in flowchart process boxes, IBM Campaign automatically creates up to a maximum number of 25 segments. You can change this value for the current flowchart session.
  • To set the maximum number of segments for profiling
  • Profiling field values by meta type
    Profiling by meta type affects how data is sorted when you profile a field in a process configuration dialog. You can sort field values for data types such as dates, money, and other numeric data.
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