Contact module

1. Contact module Scope and Feature Presentation

2. 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

3. Introduction

5. Audiences and Contact Definitions

6. Key Features • Customizable contact definitions • Multiple contact lists • Use feedback from users to create refined filters

7. Concepts

8. 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.

9. 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.

10. 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.

11. 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.

12. contact definitions

13. 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

14. 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

15. CD – Information Edit CD CD Information

16. Audiences

17. 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

18. 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

19. 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

20. Audience – Information Edit Audience Information Audience Information

21. Audiences Filters

22. 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

23. 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

24. 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

25. 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

26. 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

27. 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

28. Subscriptions

29. 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)

30. 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

31. Subscription– Fields Add new field Under subscription Subscription fields Information Multi subscription fields possible

32. Connections With Outside World

33. Contact WEB portal • Profile configuration • Subscription Manager (including opt-in, double opt-in) • Tell a friend • Form builder • View historical newsletters

34. 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)

35. 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)

36. 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