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

• UI and pages – Contact definition – Audience – Audience filter – Subscription – Connections with Outside World

INTRODUCTION

Audiences and Contact Definitions

Key Features

• Customizable contact definitions• Multiple contact lists• Use feedback from users to create refined

filters

CONCEPTS

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 • 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

• 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• 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 DEFINITIONS

View CD (information)Create CDDelete CDEdit CDUpdate contact definitionPublish CDActivate CDDeactivate CDCreate CD sectionCreate CD fieldDelete CD sectionDelete CD fieldCD multi-language

View contact definition informationCreate a new CDDelete a CDEdit current CDUpdate current CDPublish current CDMark current definition to activeMark current definition to deactivated Create a new section in current definitionCreate a new field in current sectionDelete current section Delete current field

Contact Definition Features

Note: CD is contact definition

Contact def - General

Multiple CDs Possible

Quick CD editor

Add new CDs Under root node

CD have the multi

languageNew Section , edit Delete , Publish CD

CD – Information

CD Information

Edit CD

AUDIENCES

View audience (information)Create audienceDelete audienceEdit audienceExport contactsImport contactsSchedule importExport all contactsExport selected contactsExport single contactSchedule export

View audience informationCreate a new audience from CDDelete exists audience Edit audience informationExport contacts from systemImport contacts into audienceSchedule import tasks

Audiences Features

Audiences - General

Import/Export Contacts in audience

Multiple Audiences Possible

Add filters under the audience

Add new audiences

Under root node

Add new filter ,folder ,

contact group ,contact

Under audience

Audience do not have the multi version , language

Contact s in audience

Audience – Contact

List of all contacts in the audience

Perform action on multiple contacts

Manage Contacts in the audience.Add, Export Selected, Delete selected

contacts, Search, Refresh

Edit a contact

Audience – Information

Audience Information

Edit Audience Information

AUDIENCES FILTERS

View filter (information)Create audience filterDelete audience filterEdit audience filter infoSet filter to staticSet filter to dynamicAudience filter designerView filter query contactsGrid column configurationContact search in filter

View audience filter information

Filter connects profileFilter connects subscriptionFilter connects feedback historyExport contacts using filter

Audience Filters Features

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 – Designer

Edit the audience filter (Query condition) , Basic information

Save, validate filter , Set Static

Selected a audience filter

Show the statistics result for filter

condition

Audience filter– Contact

List of all contacts in the audience filter

Perform action on multiple contacts

Manage Contacts in the audience.Add, Export Selected, Delete selected

contacts, Search, Refresh

Edit a contact

View contact group (information)Create contact groupDelete contact groupEdit contact groupView contacts by contract groupAdd contact to CG

Contact group

Note: CG is contact group

Contact group– Contacts

List of all contacts in the contact group

Perform action on multiple contacts

Manage Contacts in the audience.Add, Export Selected, Delete selected

contacts, Search, Refresh

Edit a contact

SUBSCRIPTIONS

View subscription (information)Create subscriptionDelete subscriptionEdit subscriptionConnect subscription to audienceView subscription information

Create subscription fieldEdit subscription fieldDelete subscription fieldView subscription field (information)

Subscription Features

Subscription– Information

Subscription Information

New (Subscription field) ,edit ,delete

Subscription have the multi version ,

languageAdd new

subscriptions Under root node

Multi folders and subscriptions

possible

Subscription– Fields

Subscription fields Information

Add new field Under

subscription

Multi subscription fields possible

CONNECTIONS WITH OUTSIDE WORLD

Contact WEB portal

• Profile configuration • Subscription Manager (including opt-in,

double opt-in)• Tell a friend • Form builder• View historical newsletters

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 / 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 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