Creating a List based on Customer Interest Areas

Creating a List Based on Customer Interest Areas

Organizations can define interest area options to which customers can opt-in via the codes defined for the CUS "OPT_IN_INTEREST_AREA" system type. Customers can opt-in from the Web or from the back office. When customers opt into marketing lists, they can specify their preferred method of communication, based on the supported communication methods defined for the standing communication or marketing list.

Marketing list definitions can have an opt-in list associated with them even if the creation method is not Opt-In Interest Area. When an opt-in interest area is selected for a marketing list and the list creation method is not Opt-In Interest Area, this procedure for an opt-in list can serve to add more customers to the list or exclude customers from the list.

You can create a list solely using opt-in/opt-out information or you can create a list using Data Analyzer and apply additional rules for the list to include or exclude list members based on opt-in information. If you want to create a list solely based on customer opt-in/opt-out preferences, then create the list following this procedure.

To generate a list based on customer Interest Areas:

1. From the toolbar, select Marketing & Communication > List Maintenance.
The Marketing and Communication List Maintenance search screen displays, as shown below.

2. Click Create New.
The Marketing and Communication List Maintenance List Information screen displays, as shown below.

3. Modify the system-generated List Code, if necessary.

4. The List Creation date defaults to today. Change this if necessary.

5. Enter a Description of the list.

6. If necessary, select the list Expiration date from the drop-down.

7. From the Creation Method drop-down, select “Opt In Interest Area”, as shown below.

When you tab out of the drop-down, the Opt-In/Out Information section displays, as shown below.

8. Click the Promotional Communication checkbox to identify the list as being used to send promotional information.

9. Click the Opt-In Category drop-down to select an area of interest.

10. Select a processing type from the Op-In Choice drop-down.

11. Save your changes.

12. Click 2. List Creation, as highlighted below.

The List Creation screen displays, as shown below.

13. Check the Follow “Do Not Solicit” Preferences of Constituents on List checkbox to adhere to constituent’s contact preferences.

14. Check the Only Include Current Members on the List checkbox to eliminate any constituents from the generated list who are not current members, if necessary.

15. Click the Define Constituents to Exclude from This List link to search for and select specific constituents to remove from the generated list, if necessary.

16. Click the Select If/How Households Should Appear in the List drop-down to either include or exclude customers who do not belong to a household if necessary.
This option is only available if the “Use Householding” app parameter = Y.
See Householding for more information.

17. Save your changes.

At this point, you can create your list by clicking the Create List button, or you can proceed to add additional information.

18. Click 3. Optional Information, as highlighted below.

The Optional Information screen displays, as shown below.

19. Select the department code or the name of the department that owns the list from the Department drop-down, if necessary.

20. Select a subject from the List Subject drop-down to better categorize your list, if necessary.

21. Click the Campaign link to select how you want this list to be used to target customers, if necessary.

22. Select an option from the Regeneration Frequency drop-down to define how often the list will regenerate so that it has the most up-to-date customer information, if necessary.

If you select a regeneration frequency of ALWAYS, any time MKT600 is run in the future, it will also regenerate any marketing list with a regeneration frequency of ALWAYS.

23. Click the Assigned to link and select a different user to assign the list to, if necessary.

24. Add any additional information in the Special Notes text box, if necessary.

25. Check the Lyris Segment checkbox if your list is a segment of a larger list.
This value is only available if you are integrating with Lyris.

26. Enter a Lyris Segment Name to be identifiable when searching for it in Lyris.
This value is only available if you are integrating with Lyris.

27. Select a Lyris Template to be used if the list is going to be sent to Lyris.
The template maps to the Interface Setup screen. This value is only needed if you are integrating with Lyris.

28. Click 2. List Creation.

29. Click Create List.
The system runs the MKT500 batch process. A confirmation pop-up window displays asking you if you wish to review the status of the job.

30. Click Yes if you want to review the status.

At any time, you may also click Status to review the status.
The Submission Status screen displays.
On this screen, you can view the parameters used, the status of the job, and the output for the job.

Screen Element	Description
List Information Screen
List Code	Text field. This unique code identifies the marketing list throughout Personify360. While the system captures the list code when you record it on the Order Entry screen and assigns the list code to a specific group of customers and prospects, you can change the code here. The list code helps determine if a person from a specific list responds to a specific appeal. The system uses the list code to perform an ad hoc analysis of the results from one or more lists. This code cannot exceed 24 characters.
List Creation	Drop-down. Displays the date the list was created. This field defaults to the current date, but you can change the date by clicking the drop-down to select from that calendar. Once the information is saved, you can no longer edit this field.
Description	Text field. Enter a description for the list. This field is required to generate a list.
Expiration	Drop-down. Displays the date the list will expire. Click the drop-down to specify a date for users to discontinue using the list. This field is optional.
Creation Method	Drop-down. Click the drop-down to select a type of list. Your selection will affect the fields that display. Options include: · Data Analyzer Query – Select this option if you want to import an existing list of customers/prospects from Data Analyzer. · Customer Import – Select this option if you want to import an existing CSV file that contains the master_customer_id or sub_customer_id for customer records in Personify360. · Prospect Import List – Select this option if you want to import an electronic data file that contains customer information for prospects outside of Personify360. Typically, this data is purchased from a third party and has rules about how often an organization can communicate to the prospects on the list. · Opt-In List – Select this option when the customers on your marketing list will be selected from customers on an opt-in list. · Merged Lists – Select this option to create a new list from combining existing marketing lists. You can add or exclude customers from the new list you create. Values in the drop-down are populated based on the fixed codes defined for the MKT "CREATION_METHOD" system type.
Job ID	Read-only. When the MKT_List_Master.SUBMITTED JOB ID is not null, the value in this field is displayed as read-only data.
Opt-In/Out Information
Promotional Communication	Checkbox. When selected, this option identifies a list as being used to send promotional communication and automatically checks the “Exclude Do Not Call” checkbox on the Generate List Communication (MKT006) screen. Customers who requested to not receive promotional communications (checked the “Do Not Call” checkbox) will be dropped from this list when running the MKT800 communication-generation batch process. This checkbox is used for customers who have specified specific methods in which to not receive solicitations, whereas the Exclude Removal checkbox is used for customers who requested to receive no solicitations at all.
Opt-In Category	Drop-down. Select this option if you want to either include or exclude customers based on their opt-in interest area. Selecting an option in the drop-down will render the Opt-In Choice drop-down mandatory for saving or processing your record. Values in the drop-down are populated based on the non-fixed codes defined for the CUS "OPT_IN_INTEREST_AREA" system type.
Opt-In Choice	Drop-down. Select this option to specify the opt-in category to either include or exclude customers from the list by.
List Creation Screen
Follow "Do Not Solicit" Preference of Constituents on List	Checkbox. When selected, the upload process does not create a record for customers/prospects who have indicated that they do not want to be contacted. If these customers/prospects have opted out of communication with the company, no promotional requests on this customer/prospect are permitted. This option is available for all lists except Prospect Import Lists.
Only Include Current Members on the List	Checkbox. This serves as an additional filter for lists being created from the MKT002 screen. If this flag is checked, the system will eliminate any constituents from the generated list who are not current members.
Exclude These Constituents from This List/Define Constituents to Exclude from This List	Link. Click to display the Constituents Excluded from List (MKT002X) window. This option allows you to exclude ship-to (order) or bill-to (donation) customers from your list who have purchased a product, campaign, fund, or appeal within the fiscal year, calendar year, or the last six months. The link will display as “Define Constituents to Exclude from This List” if no rules to exclude customers have been defined for the list. This link will not appear for Prospect Import Lists, or for merged lists that are composed of only Prospect Import Lists.
Select If/How Households Should Appear in the List	Drop-down. If you are using Personify360’s householding feature, you can specify whether the marketing list should contain only households or households and individuals. If you select Households Only, a customer who does not belong to a household will not appear in the list. This option is only displayed if the “Use Householding” app parameter = Y. Values in the drop-down are populated based on the fixed codes defined for the MKT "HOUSEHOLD_INCLUSION_RULE" system type.
Create List	Button. The system runs the MKT500 batch process. A confirmation pop-up window displays asking you if you wish to review the status of the job. Click Yes if you want to review the status.
Optional Information Screen
Department	Drop-down. Select the department code or the name of the department that owns the list. The code is used to categorize the list to facilitate an easier search for one list among many in an organization. This information is used for reporting purposes only. Values in the drop-down are populated based on the non-fixed codes defined for the MKT "DEPARTMENT" system type.
List Subject	Drop-down. Select a user-defined code to further define the list. For example, Annual Conference or Membership. Values in the drop-down are populated based on the non-fixed codes defined for the MKT "LIST_SUBJECT" system type.
Campaign	Link. Select how you want this list to be used to target customers. For example, the list could be used to contact a group of customers to inform them of a fundraising campaign. This information is used for reporting purposes only. Values in the drop-down are populated based on the non-fixed codes defined for the MKT "CAMPAIGN" system type.
Regeneration Frequency	Drop-down. Select an option to define how often the list will regenerate so that it has the most up-to-date customer information. If you schedule the job here, you must verify the MKT600 batch job is running using the Job Submission screen. If you select a regeneration frequency of ALWAYS, any time MKT600 is run in the future, it will also regenerate any marketing list with a regeneration frequency of ALWAYS. Values in the drop-down are populated based on the fixed code defined for the MKT "REGENERATION_FREQUENCY" system type.
Assigned to	Link. This field defaults to the logged in user. If necessary, click the link and select a different user.
Special Notes	Text field. Enter any extra notes you want to record about this list.
Lyris Segment	Checkbox. This identifies whether the list is a segment of a larger list. This value is only needed if you are integrating with Lyris. For more information, see the Sending a List to Lyris and Personify360/Lyris ListManager Interface Overview sections.
Lyris Segment Name	Text field. This is the unique name you give the list so as to be identifiable when searching for it in Lyris. This value is only needed if you are integrating with Lyris. For more information, see the Sending a List to Lyris and Personify360/Lyris ListManager Interface Overview sections.
Lyris Template	Drop-down. This is the template to be used when the list is sent to Lyris. The template maps to the Interface Setup screen. This value is only needed if you are integrating with Lyris. Values are populated based on the non-fixed MKT "LYRIS_TEMPLATE" system type. For more information, see the Sending a List to Lyris and Personify360/Lyris ListManager Interface Overview sections.