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Contact module. Scope and Feature Presentation. In this presentation. Introduction of Contact Store General Concept Key Features Key concept Audience Contact definition Audience filter Subscription Suppression Business flow Create contact definition Create audience filter

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contact module

Contact module

Scope and Feature Presentation

in this presentation
In this presentation
  • Introduction of Contact Store
    • General Concept
    • Key Features
  • Key concept
    • Audience
    • Contact definition
    • Audience filter
    • Subscription
    • Suppression
  • Business flow
    • Create contact definition
    • Create audience filter
  • UI and pages
    • Contact definition
    • Audience
    • Audience filter
    • Subscription
    • Connections with Outside World
key features
Key Features
  • Customizable contact definitions
  • Multiple contact lists
  • Use feedback from users to create refined filters
audience
Audience
  • An audience is a group of contacts (a population) that share a common contact definition.
  • Each contact in an audience is considered a unique person.
  • An OMS customer can have multiple audiences.
  • A customer has at least one audience in his contact store.
contact definition
Contact definition
  • The contact definition is the basic field structure which defines a contact within the boundaries of an audience.
  • It is a set of fields with specific characteristics. Some fields may be mandatory; they need to be registered for a contact to be created inside the OMS.
  • The OMS provides several field-types which can be used for the field structuring inside the OMS.
  • A contact definition can be reused over multiple audiences, meaning that multiple audiences can be created from a single contact definition.
audience filter
Audience filter
  • An audience filter can be used to create very specific segments of the population.
  • Segments can be created based on the profile (contact definition fields), subscription values, and feedback (behavior/history).
  • Audience filters can be very general (all males in this audience) or extremely specific (all males that clicked on {this clicklink} within {this timeframe}).
  • An audience filter is dynamic by nature: it auto updates itself constantly, to always represent the actual data.
subscription
Subscription
  • The subscription tells the OMS what a contact would like to receive from the OMS customer (push media), based on the options made available by the customer user.
  • In most cases, to subscribe is a conscious action by the contact, a decision.
  • Although contacts can be added from crm systems, the most regular method for adding contacts is if this person subscribes via a website or other online medium.
  • A subscription registration is a necessity for (double) opt-in anti-spam measures. A subscription tells us something about the contact and the contact’s preferences.
contact definition features
Contact Definition Features
  • View CD (information)
  • Create CD
  • Delete CD
  • Edit CD
  • Update contact definition
  • Publish CD
  • Activate CD
  • Deactivate CD
  • Create CD section
  • Create CD field
  • Delete CD section
  • Delete CD field
  • CD multi-language
  • View contact definition information
  • Create a new CD
  • Delete a CD
  • Edit current CD
  • Update current CD
  • Publish current CD
  • Mark current definition to active
  • Mark current definition to deactivated
  • Create a new section in current definition
  • Create a new field in current section
  • Delete current section
  • Delete current field
  • Note: CD is contact definition
contact def general
Contact def - General

New Section , edit

Delete , Publish CD

CD have the multi language

Add new CDs Under root node

Multiple CDs Possible

Quick CD editor

cd information
CD – Information

Edit CD

CD Information

audiences features
Audiences Features
  • View audience (information)
  • Create audience
  • Delete audience
  • Edit audience
  • Export contacts
  • Import contacts
  • Schedule import
  • Export all contacts
  • Export selected contacts
  • Export single contact
  • Schedule export
  • View audience information
  • Create a new audience from CD
  • Delete exists audience
  • Edit audience information
  • Export contacts from system
  • Import contacts into audience
  • Schedule import tasks
audiences general
Audiences - General

Audience do not have the multi version , language

Add new filter ,folder , contact group ,contact Under audience

Add new audiences Under root node

Import/Export Contacts in audience

Add filters under the audience

Multiple Audiences Possible

Contact s in audience

audience contact
Audience – Contact

Perform action on multiple contacts

List of all contacts in the audience

Edit a contact

Manage Contacts in the audience.

Add, Export Selected, Delete selected contacts, Search, Refresh

audience information
Audience – Information

Edit Audience Information

Audience Information

audience filters features
Audience Filters Features
  • View filter (information)
  • Create audience filter
  • Delete audience filter
  • Edit audience filter info
  • Set filter to static
  • Set filter to dynamic
  • Audience filter designer
  • View filter query contacts
  • Grid column configuration
  • Contact search in filter
  • View audience filter information
  • Filter connects profile
  • Filter connects subscription
  • Filter connects feedback history
  • Export contacts using filter
audience filter information
Audience filter– Information

Edit Audience filter Information

Audience filter do not have the multi version , language

Add new audience filter Under audience or folder

Audience filter Information

audience filter designer
Audience filter – Designer

Save, validate filter , Set Static

Selected a audience

filter

Edit the audience filter

(Query condition) , Basic information

Show the statistics result for filter condition

audience filter contact
Audience filter– Contact

Perform action on multiple contacts

List of all contacts in the audience filter

Edit a contact

Manage Contacts in the audience.

Add, Export Selected, Delete selected contacts, Search, Refresh

contact group
Contact group
  • View contact group (information)
  • Create contact group
  • Delete contact group
  • Edit contact group
  • View contacts by contract group
  • Add contact to CG
  • Note: CG is contact group
contact group contacts
Contact group– Contacts

Perform action on multiple contacts

List of all contacts in the contact group

Edit a contact

Manage Contacts in the audience.

Add, Export Selected, Delete selected contacts, Search, Refresh

subscription features
Subscription Features
  • View subscription (information)
  • Create subscription
  • Delete subscription
  • Edit subscription
  • Connect subscription to audience
  • View subscription information
  • Create subscription field
  • Edit subscription field
  • Delete subscription field
  • View subscription field (information)
subscription information
Subscription– Information

Subscription have the multi version , language

New (Subscription field) ,edit ,delete

Add new subscriptions Under root node

Multi folders and subscriptions possible

Subscription Information

subscription fields
Subscription– Fields

Add new field Under subscription

Subscription fields Information

Multi subscription fields possible

contact web portal
Contact WEB portal
  • Profile configuration
  • Subscription Manager (including opt-in, double opt-in)
  • Tell a friend
  • Form builder
  • View historical newsletters
import export
Import / Export
  • Import Wizard
    • Select file (csv)
    • Map fields to contact definition fields
    • Translate fields (0/1 -> male/female)
    • Duplicate handling (unique field, overwrite/skip)
    • Schedule (perform action at quiet time)
    • Fixed schedule, (FTP Import)
import export1
Import / Export
  • Export Wizard
    • Optional, create selection of contacts in audience
    • Select data to export (profile / subscription / both)
    • Select export format (CSV)
    • Schedule (perform action at quiet time)
    • Fixed schedule, (FTP Export)
external connectivity
External connectivity
  • External systems will be able to connect to a generic interface.
  • The interface will allow external systems to read and write profile and subscription information into our system.
  • For these connections there will be no UI
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