•Creating and Executing the Data Management Job
•Data Management Configuration
Summary
Script Name |
Add Membership Points for Bundle Activity |
|
Minimum Supported Version |
7.26.0 |
|
Source Type |
Single Source |
|
Script Definitions |
Add Membership Points for Bundle Activity |
|
Use Case
The Add Membership Points for Bundle Activity script adds membership points for the bundle activity associated with the customer.
Configuration Prerequisites
If fields referenced in the script do not have 'Writable' set to Yes, the script will still run successfully but those fields will not be updated. For more information, refer to Configuring Marketing Data Fields.
The following table lists the warning messages that need to be suppressed for the role running the data management job:
Warning Message Number |
Warning Message Text |
4276 (when a BI source is used) |
The members you have selected (listed below) can return more than one row. To have only one row returned you will have to select a primary member. Continue? |
Source File Format
This script is run using a single .CSV or BI (saved as a text/csv 'Extract Tempate') source file.
The following image illustrates the structure required for either a BI or CSV source file:
The following table outlines the field mapping:
Column |
Required? |
Source Column Header |
Field Name |
UI Field Location |
1 |
Yes |
Customer Number |
Customer Number |
Customer Services - Customer|Basic page |
2 |
Yes |
Bundle Name |
Bundle Name |
Customer Services - Customer|History|Points page |
3 |
Yes |
Points |
Points |
Customer Services - Customer|History|Points page |
If a BI is used as a source, the above column headings must be used as result members.
How the Script Works
The following table outlines the actions and expected results of the script:
Condition |
Action |
Expected Results |
An activity for the customer for the provided bundle exists. |
The customer is loaded and the provided number of points are added to the incremental membership (supplied as the execution field). |
The points are added to the customers' memberships. |
Creating and Executing the Data Management Job
Script Definition Configuration
The following tables outline the script definition configuration:
•Script Definition Name: Add Membership Points for Bundle Activity
•Application Script: Add Membership Points for Bundle Activity
Job Criteria Section |
|
Source Name |
Source Type |
membershipName |
The name of the incremental membership to which the points are being added. |
pointsComment |
The comment value to use for the point record added to the customer. |
Data Management Configuration
The following outlines the data management job configuration:
•Data Management Job Name: Add Memberships to Customers
•Script Definition: Add Memberships to Customers
The following image is an example of the Data Management|Schedule page when creating a job using all of the available source files:
