User Guide


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The Tracking Tab allows you to designate a campaign ID or other campaign related information and fill in your segment variables. The types of information you may enter on the Tracking tab are defined in the TouchPoint template your campaign runs. Please see The TouchPoint Template Wizard portion of this manual for information on creating your own templates.

Once you select individuals for your campaign, you can post your selected customers to the campaign's promotion history. This step of the process is very fast, usually finishing in a matter of minutes. Customer, segment, and campaign level information write to three different promotion history tables in your database. Maintaining a promotion history tracks what campaigns you have run, as well as which customers you have targeted.

Topics:

Table of Contents

Match Limit

In TouchPoint, you have the option of setting a limit of matches you would like matched to a Segment.

There are two separate areas where you can enter in a Match Limit for a Segment. The first can be found in the Segment Properties window that appears in the bottom left side of the Criteria tab when a segment is selected. The other is in the Tracking tab. Once you populate a Match Limit, you will have a few additional options you can customize if you chose to.

Remainder
The remainder column gives two options on what to do with the non-matches that do not meet the segments match limit criteria.

  • Selectable - This allows any match that was excluded from your segment due to a Match Limit to be eligible to be selected in another subsequent segment.
  • Discard - This marks all matches that are excluded from you segment due to a Match Limit as ineligible to be picked up in a subsequent segment.

Priority
The priority column allows you to set how to determine the best matches to include in your Match Limit. It is set to [Random] by default, which selects the results for the segment randomly. If you are using Pass-Thrus in your campaign, you also have the option to choose a Pass-Thru field. If you select a Pass-Thru field, the Order column will be enabled allowing you to select Ascending or Descending. The Order option you chose will depend on if you prefer higher values or lower values of your Pass-Thru field to determine the best matches to include in your Segment. 

Tracking Fields

To fine-tune your ability to track customers, TouchPoint supports custom-defined, Tacking Fields.

Each TouchPoint tracking field appears as a separate column for each segment in the Tracking tab.

Selecting Tracking in the top menu gives the option to:

Add Tracking Field - Add in a new tracking field column after typing a name and selecting a Data Type for that field. 

Remove Tracking Field(s) -  Will remove the selected tracking field columns from the grid. 

Manage Tracking Fields - Allows you to add or remove your existing tracking field columns and change their name or data type. The order that the fields appear in can be adjusted as well. 

Note
titleNote

If you click in the columns on the Tracking tab, right click and chose Properties it will tell you whether the fields will allow nulls, as well as the character specifications for each field.

Using the Fill Options FeatureCommand
When attaching values, you may find yourself typing the same value many times or entering values in a sequence. For example, suppose you have an attachment for keycodes and the values for each cell should be A1, A2, A3, etc. Instead of manually entering the series of keycodes, you can use the fill option to automatically enter the values.

The Fill Options Dialog Command
The Fill Options dialog Command dialog allows you to quickly enter identical attachment values, or values in a series. The Fill Options dialog offers these options:

    • Value – Enter the value for the fill.
    • If you are filling the block of highlighted cells with one value, enter the value.
    • If you want to fill the block of highlighted cells with a series, enter the first value in the series.
    • Series – Select if you are filling with a series.
    • Step Value –Step Value is the increment by which your series increases. For example, if you are building the series A1, A2, A3, etc., the Step Value is 1. If you are building the series 102, 104, 106, etc., the Step Value is 2.
Tip
titleTo Use the Fill Option FeatureCommand
  1. Highlight a block of cells in a column on the Tracking tab.
  2. Right click and select the Fill Options to open the Fill Options Command dialog.
  3. In the VALUE area, enter the value you want to fill throughout the highlighted block, or the first value in a series.
  4. If building a series, select the Series option and enter the STEP VALUE for the series.
  5. Click OK.

Send to Analyzer

Once you submit your campaign, TouchPoint allows you to take the selected records and send them to Analyzer to generate reports or for further analyzing of your results.

Tip
titleTo Send Selected Records to Analyzer
  1. Select View > Send to Analyzer from the menu.

Viewing Posted Customers

Once you Commit your campaign, TouchPoint allows you to view the customers posted from the current campaign, using the Posted Customers window. 

Tip
titleTo View Posted Customers
  1. Select Campaign
  2. Choose Posted Customers... from the menu to open the Posted Customerswindow.
  3. Click Submit to view posted customers.

TouchPoint Campaign Report

The Campaign Report feature in TouchPoint displays detailed information about your campaign. It will even give you the option to output the report in various file formats. You will see all the pertinent data laid out in a way that will seamlessly explain all the results from your campaign.

Report Overview

Campaign Summary
Displays information such as Campaign Data and Job statistics.

Selection Details
Displays information such as Referenced tables, Pass-Thrus, Excludes, Constraints and the Criteria.

Tracking
Displays information from the Tracking tab such as the Waterfall Counts.

MarketFlow
Displays information from the diagram in the MarketFlow Tab.

Touch Summary
Displays the touch properties for all touches created in the MarketFlow tab.

Touch Details
Displays a detailed view of all the touch settings in the MarketFlow tab.

Tip
titleTo View a Campaign Report
    1. Open the TouchPoint that you wish to retrieve a report for or construct a new TouchPoint campaign.
    2. Select File.
    3. Highlight Reporting and choose Campaign Report... to open the Preview window.
    4. You will have a few options to save your report.
      1. Print - You can print the report to your saved printer.
      2. Export Document - You can choose which file format to save the document in (PDF is selected by default).
      3. Send Via E-Mail - You can send the report, via email in whatever format you choose (PDF is selected by default).
    5. Choose the appropriate option and press Exit to close the Preview window.

You can set up reports to be automatically generated and sent to an Email Distribution List, via the Automation section.

TouchPoint Tracking Menu and Toolbar

The TouchPoint toolbar provides quick access to commonly used commands in the TouchPoint Tracking Tab. Click the icon once to carry out the action represented by that icon

Icon

Description

Menu Equivalent

Opens a new TouchPoint

File > New

Opens the "Open" Dialog.

File > Open

Saves the TouchPoint

File > Save

Allows you to select how and where the TouchPoint campaign is saved.

File > Save As

Opens a file from your local machine.

File > Local > Open

Saves the file to your local machine.

File > Local > Save

Opens the Print Preview Dialog.

File > Print

Opens the Campaign report window.

File > Reporting > Campaign Report

Opens the Frequency report window.

File > Reporting > Frequency Report

Opens the properties window and gives you options to configure output in the reporting tab.

File > Reporting > Configure

Opens the Analyzer module.

File > Send to Analyzer

Opens the Scheduler module.

File > Schedule


Opens Variable BuilderFile > Variable Builder...

Opens the Properties window.

File > Properties

--

Exits the TouchPoint module.

File > Exit

Copies the selected content.

Edit > Copy

Pastes the clipboard content.

Edit > Paste

Sequentially undo up to the last 20 actions.

Edit > Undo

Sequentially redo up to the last 20 actions.

Edit > Redo

Removes everything in the description section.

Edit > Clear Tracking

Applies change to all highlighted cells.

Edit > Fill

Changes the description section to the waterfall counts view.

View > Waterfall Counts

Changes the description section to the output segments view.

View > Output Segments

Toggle descriptions on or off.

View > Descriptions

Allows you to filter the rows going down.

View > Filter Row

Opens the description window to show

View > Column Properties

Opens the Constraints window, allowing you to enter criteria for selecting contacts. 

Query > Apply Constraints

Checks your campaign to see if it is valid prior to submitting or posting.

Query > Validate

Submits your open campaign for execution.

Query > Submit

Commits your campaign.

Query >Commit

Submits your MarketFlow for execution.

Query >Start

Allows you to view the tables used in the campaign.

Query > Table Filters

Allows you to select Pass-Thru fields to attach additional information to your selected customers.

Query > Pass-Thru Fields

Allows you to add/remove Excludes.

Query > Excludes

Sorts the currently displayed rows in ascending order.

Tracking > Sort Ascending

Sorts the currently displayed rows in descending order.

Tracking > Sort Descending

Removes the previously selected sort order to default.

Tracking > Clear Sort

Opens the window to select a saved template.

Campaign > Choose Template

--

Opens the results tab in the QueryBuilder module and displays all the matching customers.

Campaign > Matching Customers

--

Opens the Work Table.

Campaign > Work Table

--

Displays the table to which your current campaign has been posted. This feature is not available if the post has not been performed.

Campaign > Posted Customers

Displays general information from the Tracking tab

Campaign > Campaign Tracking

--

Removes all criteria from the current campaign.

Campaign > Uncommit

Opens the TouchPoint Campaign Editor.

Tools > Launch TouchPoint Campaign Editor

Opens the TouchPoint Template Wizard window.

Tools > Manage TouchPoint Templates

Opens the Solicit Template Wizard window.

Tools > Manage Solicit Templates

--

Opens the Options dialog.

Tools > Options

--

Opens the TouchPoint help files.

Tools > TouchPoint Help