Difference between revisions of "Configuring New Member Campaigns"

From Vital Soft Wiki
Jump to: navigation, search
>Johno
(Created page with "=Overview= Campaigns that promote CU membership are harder to track because it is more difficult to identify whether or not the new member was part of the campaign. Vital Si...")
 
>Johno
Line 7: Line 7:
 
=LoadMbrData Configuration Options=
 
=LoadMbrData Configuration Options=
  
−
=Campaign Types=
+
The following variables are used to specify the column names in the prospect data file that contain the name and address fields.
−
Various different campaign types are possible.
 
  
−
Standard product campaigns include:
+
{| class="wikitable"
−
* Share products
+
| '''VS_VARNAME'''
−
* Loan products
+
| '''Purpose'''
−
* Member services
+
| '''Example'''
 +
|-
 +
| vProspectFirstName
 +
| The first name field.
 +
| First Name
 +
|-
 +
| vProspectLastName
 +
| The last name field.
 +
| Last Name
 +
|-
 +
| vProspectAddr1
 +
| The first address line.
 +
| Address Line 1
 +
|-
 +
| vProspectAddr2
 +
| The second address line.
 +
| Address Line 2
 +
|-
 +
| vProspectState
 +
| The state.
 +
| State
 +
|-
 +
| vProspectZip
 +
| The city.
 +
| City
 +
|-
 +
| vProspectCity
 +
| The zip code.
 +
| ZIP Code
 +
|}
  
−
Two other special campaign types are possible:
+
The following variables specify the number of characters used in the comparison to decide whether or not the new member matches a possible member in the prospect data file.
−
* New member campaigns
 
−
:For campaigns that seek new members to join the CU, the campaign pool is sourced from a 3rd party.  Vital Signs will track the success of new member campaigns by matching new members based on name and address information stored in the campaign data.  See [[Configuring new Member Campaigns]] for more information.
 
−
* Dormant members
 
−
:These campaigns are designed to encourage dormant members to become active.  Dormant members are selected for the campaign and success is determined by any member activity that causes the '''escheat date''' to be updated.
 
  
−
=Selecting Members for Campaigns=
+
{| class="wikitable"
−
 
+
| '''VS_VARNAME'''
−
Use the Membership Analysis document to select members for a campaign.
+
| '''Purpose'''
−
 
+
| '''Example'''
−
Some common fields to use in your selection are:
+
|-
−
* Member Age (''Mbr Select'' tab)
+
| vMaxFirstNameChars
−
* Member Credit Tier (''Mbr Select'' tab)
+
| Maximum chars in First Name.
−
* OK to Mail (''Mbr Attributes'' tab)
+
| 2
−
:Note: Names on the ''Mbr Attributes'' tab are CU specific.
+
|-
−
 
+
| vMaxlastNameChars
−
Once the appropriate members have been selected, open the ''View Details'' tab and export the ''Account Address Info'' table to Excel.
+
| Maximum chars in Last Name.
−
*Remember the status bar will show the number of selected members.
+
| 5
 +
|-
 +
| vMaxStreetNameChars
 +
| Maximum chars in Street Name (Address Line 1).
 +
| 7
 +
|}

Revision as of 01:13, 13 February 2016

Overview

Campaigns that promote CU membership are harder to track because it is more difficult to identify whether or not the new member was part of the campaign. Vital Signs uses address normalization to perform member matches by address and also compares the first and last name.

The new member campaign must be added to the VSCampaigns file. The Filename must reference a file in the data/config directory that contains the prospect data that was used in the campaign. Vital Signs allows you to configure the column names that are used by the prospect data files, but modifying parameters in the LoadMbrData worksheet of the VitalSigns.xls configuration file.

LoadMbrData Configuration Options

The following variables are used to specify the column names in the prospect data file that contain the name and address fields.

VS_VARNAME Purpose Example
vProspectFirstName The first name field. First Name
vProspectLastName The last name field. Last Name
vProspectAddr1 The first address line. Address Line 1
vProspectAddr2 The second address line. Address Line 2
vProspectState The state. State
vProspectZip The city. City
vProspectCity The zip code. ZIP Code

The following variables specify the number of characters used in the comparison to decide whether or not the new member matches a possible member in the prospect data file.

VS_VARNAME Purpose Example
vMaxFirstNameChars Maximum chars in First Name. 2
vMaxlastNameChars Maximum chars in Last Name. 5
vMaxStreetNameChars Maximum chars in Street Name (Address Line 1). 7
Retrieved from "https://wiki.vital-soft.com/index.php?title=Configuring_New_Member_Campaigns&oldid=2487"