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Enrichment enrichment

Last update: Tue Aug 29 2023 00:00:00 GMT+0000 (Coordinated Universal Time)

作成対象：

  • 初心者
  • ユーザー

The Enrichment activity is a Targeting activity. It allows you to enhance the targeted data with additional information from the database. It is commonly used in a workflow after segmentation activities.

Enrichment data can come either:

  • From the same work table as the one targeted into your workflow:

    Target a group of customers and add the “Birth date” field to the current work table

  • From another work table:

    Target a group of customers and add the “Amount” and “Type of product” fields coming from the “Purchase” table.

Once the enrichment data has been added to the workflow, it can then be used in the activities added after the Enrichment activity to segment customers into distinct groups based on their behaviors, preferences, and needs, or to create personalized marketing messages and campaigns that are more likely to resonate with your target audience.

For instance, you can add to the workflow working table information related to customers’ purchases and use this data to personalize emails with their latest purchase or the amount spent on these purchases.

General Configuration general

Follow these steps to configure the Enrichment activity:

  1. Add activities such as Build audience and Combine activities.
  2. Add an Enrichment activity.
  3. Click Add enrichment data.

You can select two types of enrichment data: a single enrichment attribute from the target dimension, or a collection link.

Single enrichment attribute single-attribute

Here, we are just adding a single enrichment attribute, for example, the date of birth. Follow these steps:

  1. Click inside the Attribute field.
  2. Select a simple field from the targeting dimension, the date of birth in our example.
  3. Click Confirm.

In this more complex use case, we will select a collection link which is a link with a 1-N cardinality between tables. Let’s retrieve the three latest purchases that are less than 100$. For this you need to define:

  • an enrichment attribute: the Total amount field
  • the number of lines to retrieve: 3
  • a filter: filter out items that are greater than 100$
  • a sorting: descendant sorting on the Order date field.

Add the attribute

This is where you select the collection link to use as enrichment data.

  1. Click inside the Attribute field.
  2. Click Display advanced attributes.
  3. Select the Total amount field from the Purchases table.

Define the collection settings

Then, define how the data is collected and the number of records to retrieve.

  1. Select Collect data in the Select how the data is collected drop-down.
  2. Type “3” in the Lines to retrieve (Columns to create) field.

If you want, for example, to get the average amount of purchases for a customer, select Aggregated data instead, and select Average in the Aggregate function drop-down.

Define the filters

Here, we define the maximum value for the enrichment attribute. We filter out items that are greater than 100$.

  1. Click Edit filters.
  2. Add the two following filters: Total amount exists AND Total amount is less than 100. The first one filters NULL values as they would appear as the greatest value.
  3. Click Confirm.

Define the sorting

We now need to apply sorting in order to retrieve the three latest purchases.

  1. Activate the Enable sorting option.
  2. Click inside the Attribute field.
  3. Select the Order date field.
  4. Click Confirm.
  5. Select Descending from the Sort drop-down.

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