There are several different marketing data and data fields that can be used to collect and report on customer information that can be used for marketing purposes.
Marketing data fields can be found and configured in the following Registry - Registry::EN::Business Object nodes:
•TScustomerBO::Marketing node
Customer Services - Customer|Basic page and createAccount.asp
•TScustomerBO::Addresses node
Customer Services - Customer|Advanced page and createAccount.asp
•TScustomerBO::Contacts node
Customer Services - Customer|Advanced page
•TSorderBO::Marketing node
Customer Services - Order|Summary and Order|Customer pages
•TSorderBO::Address node
•TSorderBO::Contacts node
Customer Services - Order|Basic page
Data fields can be found and configured in the following Registry - Registry::EN::Business Object nodes
•TSaccountLinkageBO::AccountLinkage node
Customer Services - Customer|Links page
•TSaccountLinkageTypeBO::AccountLinkageType node
General Configuration - Account Linkage Types|Edit page
•TSarticleBO::Article node
Content Management - Articles|Basic page
•TSbenefitBO::Benefit node
General Configuration - Benefits|Details page
•TSbundleBO::Bundle node
Product Configuration - Bundles|Basic page
•TScontractBO::Contract node
Organization Management - Contract|Basic page
•TSdeliveryMethodBO::Delivery Method node
General Configuration - Delivery Method|Basic page
•TSfundsBO::Fund node
•TSgiftBO::Gifts node
Funds Management - Gifts|Details page
•TSgroupBO::Group node
Application Security - Groups|Basic page
•TSmapBO::Gifts node
•TSmapBO::Miscellaneous Items node
•TSmapBO::Price Types node
•TSmapBO::Seat Admissions node
•TSmessageBO::Message node
Correspondence - Messages|Basic page
•TSmiscellaneousItemsBO::Miscellaneous Item node
•TSmiscellaneousItemsBO::Options node
•TSnoteBO::Notes node
•TSofferBO::Bundles node
•TSofferBO::Miscellaneous Item Details node
•TSopportunityBO::Opportunity node
•TSorganizationBO::Organization node
Organization Management - Organization|Basic page
•TSpassBO::Pass node
General Configuration - Passes|Basic page
•TSpaymentMethodBO::Payment Method node
General Configuration - Payment Method|Basic page
•TSperformanceBO::Admission node
Event Configuration - Admissions Management|Seats pages
•TSperformanceBO::Marketing node
Event Configuration - Event|Basic page
•TSperformanceBO::Event node
Event Configuration - Event|Basic and Events|Questions and Terms pages
•TSperformanceBO::Event Questions::Questions node
Event Configuration - Events|Questions and Terms page
•TSpriceChartBO::Price Chart node
Event Configuration - Price Charts|Basic page
•TSpriceTypeBO::Price Type node
Legends - Price Types|Details page
•TSprogramBO::Appeals node
•TSprogramBO::Program node
Funds Management - Programs|Program page
•TSpromotionBO::Promotion node
Product Configuration - Promotions|Details page
•TSquestionBO::Question node
Event Configuration - Questions|Basic page
•TSsaleBO::Miscellaneous Items node
•TSsaleBO::Options node
•TSserviceChargeBO::Charge node
Product Configuration - Charges|Details page
•TSsiteBO::Site node
•TSstoredValueBO::Stored Value node
•TSticketBO::Customer node
•TSticketBO::Order node
•TSuserBO::User node
Application Security - User|Basic page
•TSuserRoleBO::User Role node
•TSvalueLegendBO::Value Legend node
Legends - Price Types|Details and Hold Types|Details pages
•TSvenueBO::Sections node
Event Configuration - Venue|Sections page
•TSvenueBO::Venue node
Event Configuration - Venue|Basic page
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Information For example, you can configure a customer marketing field to display a question, such as How did you find out about this event? as the label. The question will appear on the Customer Services - Customer|Basic page. When a customer places an order through the box office, you can ask the question and then input the answer in the available field. This information can then be tracked via a BI Query. |
To configure one of the above marketing data fields, navigate to the node and customize an existing node or click 'New Node'.
The TScustomerBO::Marketing and TSorderBO::Marketing nodes contain 80 marketing data fields each. The following table outlines the different types of marketing data fields that can be used.
System Name |
Description |
Currency (1 through 10) |
There are 10 configurable currency data fields that can be used to collect customer information for marketing purposes. Entries are treated as monetary values. |
Marketing Data (1 through 50) |
There are 50 configurable marketing data fields that can be used to collect customer information for marketing purposes. |
Marketing Date (1 through 10) |
There are 10 configurable marketing date data fields that can be used to collect customer information for marketing purposes. Entries are treated as date values. |
Fixed Integer (1 through 10) |
There are 10 configurable fixed integer data fields that can be used to collect customer information for marketing purposes. Entries are made using fixed lists. |
Multidata (1 and 2) |
There are two configurable multidata fields that can be used to collect customer information for marketing purposes. Users can click |
Marketing data fields can be configured using the following fields.
Field |
Description |
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Default Value |
The initial value of the field, before the user makes any changes. |
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Label |
The name to identify the marketing data being collected as it is displayed to the user. |
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List |
Select the list you want users to choose from for this field (if any). If you choose a list, when you apply your changes, the 'Default Value' updates with the available list options. |
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Mask |
Species how to mask the data entered into this field. |
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Maximum Length |
The maximum number of characters the user can enter into the field. This applies if you allow the user to enter text into the field.
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Maximum Number of Values |
If you selected a list and the list is enabled for multiple selections, this field specifies the maximum number of values that the field can have. |
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Minimum Length |
The minimum number of characters the user can enter into the field. This applies if you allow the user to enter text into the field. |
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Mode |
Specifies the accessibility of this marketing data field. The mode options are: •Unbound: Specifies whether the field is bound to the specified list (No) or enabled for users to enter their own value (Yes). •Persistable: Specifies that the field information can be saved to the database. •Optional: Specifies whether the field is optional. •Readable: Select Yes to enable users to see this field on their interface. •Writeable: Select Yes to enable users to set a value for this field. •Masked: Select Yes to enable data masking. You must then specify how to mask the data using the Mask field.
The three possible settings are: ▪Default: the generally anticipated use of the field. ▪Yes: field option is active ('Optional' set to Yes indicates an optional field). ▪No: field option is not active ('Optional' set to No indicates a mandatory field). |
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Subtype |
Alters the way that data is presented or validated (selecting Color enables the colour selector). |
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Hint If you update a data field and you want to be able to report against that field in Business Intelligence, update the same field in the corresponding Collection Object. |
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Hint You can update a batch of customer marketing data fields using Utilities. |
