How to configure enrichment activities

Transcript

In this video, we will discuss how to configure the enrichment activity.

An enrichment activity is a workflow object that allows the user to add data to the working table. With an enrichment, you can add columns to the table to hold additional data, or to find new links from the working table to other existing data.

In this example, we want to segment the targeting into two groups: one group with recipients who have received up to three e-mails but have not opened an e-mail, another group with recipients who have received at least three e-mails and have two opens or more.

The final workflow will look like this.

In your campaign, go to the Targeting and workflow tab.

Drag and drop a Query to configure your selection logic.

In this example, we are selecting recipients of the Training folder.

Drag and drop an enrichment activity and connect it to your query.

Then, double click it and select Add data.

In this example, we will be using the Data linked to filtering dimension functionality, to aggregate the number of opens and deliveries. Other enrichment functionalities allow you to select data from an external database with the External data radio button, create place holder fields in the working table for the offer engine to populate, or specify exactly what offers you want to populate the fields with. This is done using the Offer proposition radio button. Or finally, to create a link between your working table and another table, using a set of keys allowing you to join these tables. This is accomplished by using the Link radio button.

Now, select Data link to the filtering dimension and click Next.

Select the same option again and expand the Targeting dimension.

Double click on the Delivery logs table, then change the Data collected dropdown to Aggregates.

Click Next on the filtering screen.

We will be counting the number of unique deliveries sent to our recipients, using an advanced expression.

On the right hand side, click Add, then on the Edit expression button. Select Advanced selection. Click on the Aggregate radio button and select Count.

Then click Next.

Select the Primary key from the recipients delivery table and click Finish.

The output column has been created.

Change the alias to something meaningful. We have chosen to call it countDeliveries since we are counting the number of unique deliveries with the primary key.

Then click Finish.

Back in the Enrichment main screen, select Add data again, then Data from the Filtering dimension, twice. Expand Targeting and double click on the recipient Tracking logs table.

Once again, select the Data collected dropdown and change it to Aggregates.

Tracking logs allow us to see which recipients have opened the delivery or clicked on an URL. In our example, we will be checking which recipients have opened two or more e-mails.

In the Filter screen, edit the Expression and select URL, and then Type.

Set the Operator to “equal to”. In our example, we are concerned with e-mails that have been opened, so select Open under Value.

In the Data to add screen, add a new Expression in the right panel. Edit the expression, then select the Advanced selection.

Change the Formula type to Aggregate and select Count. Click Next.

In the Field to select, expand the URL table and select Type.

Change your alias to something meaningful, like we’ve done previously. We put “countOpens”, for our example. Then click on Finish. Click OK to exit the enrichment. Drag and drop Split activity and double click to open it.

We are using this split activity to filter recipients. In our example, one branch will check which recipients have received at least three e-mails and opened two or more e-mails. Another branch will check which recipients have received three e-mails but have not opened any of them.

In the Split General tab, change the filtering settings to Use the additional data, to limit the data to our inbound enrichment activity.

Also, it is good practice to use the Generate complement option, to see which recipients do not meet the split conditions.

Go back to the Subsets tab.

Change the Label of the first segment to “three deliveries or less, zero opens”.

Select Add a filtering condition, then the Edit link.

Expand the Expression and select the Delivery count agregated field.

Change the Operator to “less than or equal to” and select 3 in the Value field.

Add another Expression and select the Opens aggregate count field. Change the operator to “is empty” to capture recipients that have zero opens.

Then click Finish.

Add another Subset to the split and update the Label to “Greater than three deliveries” and “Greater or equal to two opens”.

Select Add a filtering condition and then the Edit link.

Expand the Expression and select Delivery count aggregated field. Change Operator to “greater than or equal to” and enter the Value 3.

Add another Expression and select the Opens aggregate count field.

Change the Operator to “greater than or equal to” and put 2 in the Value field. Click Finish.

We have successfully configured an enrichment activity.