•Creating and Executing the Data Management Job
•Data Management Configuration
Summary
Script Name |
Add Memberships to Customers |
|
Minimum Supported Version |
7.17.0 |
|
Source Type |
Comma Separated Values (CSV) |
Single Source |
Script Definitions |
Add Memberships to Customers |
|
Use Case
The Add Memberships to Customers script adds memberships to customers, using either the membership 'Level' or membership 'Points'.
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.
Source File Format
This script is run using a single .CSV or BI (saved as a text/csv 'Extract Tempate') source file.
Column |
Required? |
Source Column Header |
Field Name |
UI Field Location |
|---|---|---|---|---|
1 |
Yes |
customer |
'Customer Number' / 'Customer ID' / 'Legacy Account Number [1-3]' (Used as a Source Key Column) |
Customer Services - Customer|Basic page |
2 |
Yes |
name |
Membership |
Customer Services - Customer|Entitlements|Memberships page |
3 |
No (either points or level must be provided) |
points |
Total Points |
Customer Services - Customer|Entitlements|Memberships page |
4 |
No (either points or level must be provided) |
level |
Membership Level |
Customer Services - Customer|Entitlements|Memberships page |
5 |
No |
start_date |
Start Date |
Customer Services - Customer|Entitlements|Memberships page |
6 |
No |
expiry_date |
Expiry Date |
Customer Services - Customer|Entitlements|Memberships page |
How the Script Works
The following table outlines the actions and expected results of the script:
Condition |
Action |
Expected Results |
|---|---|---|
The customer, membership and level columns are provided with accurate information, but the rest of the fields are missing. |
The script will add the memberships provided for the supplied customers with the default minimum 'Points', the 'Start Date' and the 'Expiry Date' configured for that membership. |
If any of these fields are not found an error will be thrown with the appropriate message. |
The customer, membership and points fields are provided with accurate information, but the rest of the fields are missing. |
The script will add the memberships provided for the supplied customers with the default 'Level', the 'Start Date' and the 'Expiry Date' configured for that membership. |
Memberships will be added with points. |
All of columns (customer, membership, level, points, start date and expiry date) are provided with accurate information. |
The script will add the memberships provided for the supplied customers using the provided dates. |
Membershisp will be added overwriting the default 'Start Date' and 'Expiry Date'. |
The 'Customer Identifier' execution field is used to define which value is used to search for the customer (either 'Customer Number' or one of the 'Legacy Account Number [1-3]' fields). |
The value selected in the 'Customer Identified' execution field will define what customer should be provided in the customer_source_file. |
If the 'Customer Identified' execution field has the value Legacy Account Number 2 selected then the customer values provided in the source file are assumed to be 'Legacy Account Number 2'. The membership will be added to all of the customers that match the provided 'Legacy Account Number 2' value. |
Creating and Executing the Data Management Job
Script Definition Configuration
The following tables outline the script definition configuration:
•Script Definition Name: Update Customer Marketing Data
•Application Script: Update Customer Marketing Data (text/plain)
Source Section |
||||
Source Name |
Source Type |
Source Key Column |
Parent Source Name |
Parent Key Column |
customer_source_file |
Comma Separated Values |
customer |
None |
None |
Execution Field Section |
|
Field |
Source Key Column |
Customer Identifier |
Any value from the customer identifiers list can be used, based on the values in the source file to identify a customer uniquely. The default value is set to Customer Number. |
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:
