AudienceView Connect

Updating Order Marketing Data in a Batch

You can use the Orders|Order Marketing page to update order marketing data fields for multiple orders at one time. Once you update the marketing fields, you can view the updated information for each order on the Customer Services application Order|Summary page.

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 this procedure:

  • If you want to change the label for the marketing data fields, go to the Registry under Registry::EN::Collection Objects::TSorderCO::Update.
  • If you want to be able to view the marketing fields on the Customer Services application Order|Summary page, make the fields readable in the Registry.

Updating Order Marketing Data in a Batch

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

  1. Open the Utilities application from the AudienceView Desktop.
  2. Select the Orders tab.
    The Orders|Query Select page appears.
    Your organization may have additional queries created using the Business Intelligence and Reports application.
  3. Select General Order Marketing from the Order Marketing section.
    A window confirms that the application opened the query.
  4. Click 'OK'.
  5. Enter your search criteria.
    For more information, refer to Update Order Marketing Section.
  6. To update marking data for only selected orders, in the select orders section, select the check box next to each order that you want to update.
    Click 'Select All' to select all of the orders on the current page. This will not select orders on other pages. If you want to update all of the orders 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 the selections that you do not want to update.
  7. In the select order updates section, 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 in a field but do not select the check box, it will not be updated.
  8. Enter the marketing value for each check box that you have selected. If an order already has a value in this field, the application will replace it with the new value.
  9. If you selected specific orders to update, select Selected from the 'Process Range' dropdown.
    If you want to update all orders 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 orders to be updated.
  11. Click 'OK'.
    A window confirms that the application updated the orders.
  12. Click 'OK'.