CUS600 – Manage Segmentation Data

As of 7.5.1, this batch process only handles product and geographic-specific segmentation. In the past, committees, corporate relationships, etc. were all combined into a single batch process, CUS600, and there was no way to run the process for just one of those groups. By splitting the groups into separate batch process, you can choose a different time to run the batch process for each group. In addition, the purpose of the batch process is to maintain who is in each group. For more information on the new processes, please see:

·            CUS601 - Employee Segmentation

·            CUS602- Committee Segmentation

·            CUS603 - Subgroup Segmentation

When determining when to schedule this batch process, some items you should take into consideration include the following:

·            Creating:
After you first create a segment for an EXISTING committee, company, or subgroup, you want to run this process to establish who is already part of the group.

·            Adding:
Personify has triggers in place that pick up most new committee members and employees; however, segment members are NOT automatically added to a group. First, the MBR700 process needs to be run to find all the new orders for the particular membership (e.g., a chapter), then the CUS603 process needs to be run to put those chapter members into a group that can be managed online.

·            Removing:
Usually, a constituent's involvement in a group is time-based and there is no trigger that the system can use to remove someone from the group (i.e., a record is added, updated, or deleted). When a particular date is reached, such as the end date for a committee member’s position, an employment relationship, or a chapter membership, there is no change in the database that tells the system to react. Therefore, this batch process searches for group member(s) to remove.

Parameters

Use the Advanced Filter to isolate a specific segment member

Sample Report