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AudienceView Documentation

Configuring Marketing Data Fields

There are several different marketing data fields that can be used to collect and report on customer information that can be used for marketing purposes.

Marketing data fields can be found and configured in the the following Registry application Registry::EN::Business Object nodes:

  • TScustomerBO::Marketing node
  • TScustomerBO::Addresses node
  • TScustomerBO::Contacts node
  • TSorderBO::Marketing node
  • TSorderBO::Address node
  • TSorderBO::Contacts node
Information
For example, you can configure a customer marketing field to display a question, such as "How did you find out about this event?", in the label field. The question will appear on the Customer Services application Customer|Basic page. When a customer places an order through the box office or via telephone, your representative can ask the question and then input the answer in the available field. This information can then be tracked via a BI Query.

To configure one of the above marketing data fields, navigate to the node and customize an existing node or click 'New Node'.

The TScustomerBO::Marketing and TSorderBO::Marketing nodes contain 80 marketing data fields each. The following table outlines the different types of marketing data fields that can be used.

System Name Description
Currency
(1 through 10)
There are 10 configurable currency data fields that can be used to collect customer information for marketing purposes.
Entries are treated as monetary values.
Marketing Data
(1 through 50)
There are 50 configurable marketing data fields that can be used to collect customer information for marketing purposes.
Marketing Date
(1 through 10)
There are 10 configurable marketing date data fields that can be used to collect customer information for marketing purposes.
Entries are treated as date values.
Fixed Integer
(1 through 10)
There are 10 configurable fixed integer data fields that can be used to collect customer information for marketing purposes.
Entries are made using fixed lists.
Multidata
(1 and 2)
There are two configurable multidata fields that can be used to collect customer information for marketing purposes.
Users can click  or press CTRL+TAB once an entry has been made to add additional fields.

Marketing data fields can be configured using the following fields.

Field Description
Default Value The initial value of the field, before the user makes any changes.
Label The name to identify the marketing data being collected as it is displayed to the user.
List Select the list you want users to choose from for this field (if any). If you choose a list, when you apply your changes, the 'Default Value' updates with the available list options.
For more information, refer to General Configuration - Lists.
Mask Species how to mask the data entered into this field.
Maximum Length The maximum number of characters the user can enter into the field. This applies if you allow the user to enter text into the field.
Information
Currently, data field lengths cannot be increased beyond the length determined by the database schema.
Maximum Number of Values If you selected a list and the list is enabled for multiple selections, this field specifies the maximum number of values that the field can have.
Minimum Length The minimum number of characters the user can enter into the field. This applies if you allow the user to enter text into the field.
Mode Specifies the accessibility of this marketing data field. The mode options are:
  • Unbound: Specifies whether the field is bound to the specified list (No) or enabled for users to enter their own value (Yes).
  • Persistable: Specifies that the field information can be saved to the database.
  • Optional: Specifies whether the field is optional.
  • Readable: Select Yes to enable users to see this field on their interface.
  • Writeable: Select Yes to enable users to set a value for this field.
  • Masked: Select Yes to enable data masking. You must then specify how to mask the data using the Mask field.

    The three possible settings are:
    • Default: the generally anticipated use of the field.
    • Yes: field option is active (e.g. 'Optional' set to Yes indicates an optional field).
    • No: field option is not active (e.g. 'Optional' set to No indicates a mandatory field).
Subtype Alters the way that data is presented or validated (e.g. selecting Color enables the colour selector).

 

Hint
If you update a data field and you want to be able to report against that field in Business Intelligence, update the same field in the corresponding Collection Object.
Hint
To update a batch of customer marketing data fields, refer to Utilities - Customers|Customer Marketing Page and Updating Customer Marketing Data in Batches.