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Summary

Use Case

Configuration Prerequisites

Source File Format

How the Script Works

Creating and Executing the Data Management Job

Data Management Configuration

 


 

Summary

Script Name

Add Membership Points for Miscellaneous Item Activity

Minimum Supported Version

7.26.0

Source Type

Single Source

Script Definitions

Add Membership Points for Miscellaneous Item Activity


 

Use Case

The Add Membership Points for Miscellaneous Item Activity script adds membership points for the miscellaneous item 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. The following table lists the required field configuration for this script to run properly. 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:

Add-Miscellaneous-Item-Points-7.26

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

Miscellaneous Item Name

Miscellaneous Item 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 miscellaneous item 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 Miscellaneous Item Activity

Application Script: Add Membership Points for Miscellaneous Item 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 Membership Points for Miscellaneous Item Activity

Script Definition: Add Membership Points for Miscellaneous Item Activity

The following image is an example of the Data Management|Schedule page when creating a job using all of the available source files:

 

Add Membership Points for Miscellaneous Item Activity_Schedule-7.28