AudienceView Connect

Updating Customer Marketing Data in Batches

Customer marketing queries enable you to update customer marketing data fields for multiple customer accounts at once. Once you update the marketing fields, you can view the updated information on the Customer Services application Customer|Basic page for each customer if the marketing data field is viewable.
For example, you could create a Business Intelligence extract to search for all customers that have spent over $1,000.00 in the past year and then use the batch update to flag the customers for special marketing campaigns.

Before You Begin

Before you begin updateing batches of customer marketing data, ensure that:
  • If you want to change the label for the marketing data fields, go to the Registry under Registry::EN::Collection Objects::TScustomerCO::Update.
  • If you want to be able to view the marketing fields on the Customer Services application Customer|Basic page, make the fields readable in the Registry.

Updating Customer Marketing Data in Batches

To update customer marketing data in a batch, complete the following:

  1. Open the Utilities application from the AudienceView Desktop.
  2. Select the Customers tab.
    The Customers|Query Select page appears.
  3. Select General Customer Marketing from the Customer Marketing section.
    A window confirms that the application opened the query.
  4. Enter your search criteria.
    For more information, refer to Utilities Customers-Customer Marketing Page and Performing Searches.
  5. Click 'Search'.
    Your search results appear in the select customers section. If multiple pages of search results are displayed, you can use the '<< Previous' and 'Next >>' buttons to open the additional pages.
  6. To update marking data for only selected customers, in the select customers section, select the check box next to each customer that you want to update.
    Click 'Select All' to select all of the customers on the current page. This will not select customers on other pages. If you want to update all of the customers in the search results, you can choose to do so at the end of this procedure.
    Clicking 'Select All' directly below the fields will select all of the check boxes in that section. You can then clear those selections you do not want to update.
  7. In the select customer updates, select the check box next to each data field whose value you want to change.
    If you want to clear a value, select the check box and leave the field blank. If you enter a value for a field but do not select the check box, it will not be updated.
  8. For each check box that you have selected, enter the marketing value. If a customer already has a value for this field, the application will replace it with the new value.
  9. If you selected specific customers to update, select Selected from the 'Process Range' dropdown.
    If you want to update all customers returned in your search results (including results found on multiple pages), select All from the 'Process Range' dropdown.
  10. Click 'Apply'.
    A window prompts you to confirm the number of customers to be updated.
  11. Click 'OK'.
    A window confirms that the application updated the customers.
  12. Click 'OK'.