People
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 People

Overview

From the People screen, you can search for and manage all your customers.

Customer records within EDP consist of a Profile that stores a customer's attributes and preferences, transactions with a summary of the customer's activity history, and a data store of the customer's responses to various types of content. In summary, the People screen provides a single, comprehensive view of every individual in your database.

Access

To access the People screen, select Data from the Main Navigation Menu. By default, People is selected from the Sub-Category menu.

Features

Working with People

The People screen provides the following features related to customer records:

 Searching and Sorting

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The People screen provides a variety of options for searching for customer records.

Search

The search feature allows you to search for a specified text string anywhere within a wide range of customer attributes. You can also filter the People screen to show only the customers who were created within a specified date range.

  1. Optionally, in the search field near the top of the People screen, enter the desired text string.

  2. Optionally, use the two date fields to define a range for "created date."

  3. Press Enter, or click the search button (magnifying glass icon).

  4. The People screen is refreshed to show only the customers who meet your search criteria. Please note that if you enter multiple search criteria, the platform displays only the customers that meet ALL criteria.

  5. To remove all search criteria, click the remove button ("X" icon).

Navigation

Once you've found the desired customer, you can navigate to the following other screens:

  • Click the customer record to navigate to the People Details screen for that customer.

 

 Create a New Customer

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To manually create a new customer record:

  1. Click add. The "Add Member" pop-up window is displayed.

  2. Enter the following:

  • First name

  • Last name

  • Email address

  • Password

  1. Optionally, check the "Test Member" check box. Test customers are used to validate the content and personalization of content objects, such as Messages or Offers.

  2. Optionally, check "Visitor" if this customer is a visitor, and not a fully enrolled member. This flag is often used to target promotions to only fully enrolled members.

  3. Click save.  

 

 View or Edit a Customer

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To view or edit the details of a customer:

  1. Search, sort, or filter the People screen as described above.

  2. Click on the desired customer record.

  3. The People Details screen is displayed. See People Details for more information.

Exporting People Data

The People screen provides the following features related to exporting customer records.

 Create Export Definition

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Export definitions can optionally be saved and reused, when you need to download customers from EDP. 

From the "Actions" drop-down menu in the top-right corner of the screen, select "Export Members." The "Create New Export - Members" pop-up window is displayed.

Info 

  1. In the "Label" field, enter a name for the export file.

  2. The "Internal Name" is automatically populated based on the "Label" value. This field is uneditable by default. To edit the Internal Name, check the "Edit Internal Name" check box. A confirmation dialog box is displayed; click ok. Edit the Internal Name value.

  3. In the "Description" field, optionally enter a description of the export file.

  4. Select a column separator -- comma or semicolon.


Timing 

  1. Select when you want to execute the export:

  • Asynchronous -- check this option if you want to execute the export manually on an ad hoc basis.

  • Execute now -- check this option if you want to execute the export immediately.

  • Create schedule -- check this option if you want to define a schedule (either a one-off execution, or a recurring schedule).

  1. If you checked "Create schedule" above, the schedule options are displayed.

Define Export ScheduleDefine Export Schedule

To define the export schedule:

  1. From the "Recurrence" drop-down menu, select an option:

  • Repeat -- Execute the export based on the defined schedule; see below for more details.

  • Once -- Execute the export once. In the "Execute once on" field, enter the date and time. Select the time zone from the "Time Zone" drop-down menu.

  • On demand -- Execute the export when specified by a user. In the "Execute once on" field, enter the date and time. From the "Time Zone" drop-down menu, select the time zone to use.

Define a Repeating Schedule

  1. From the "Schedule Composer" drop-down menu, select a unit of time -- every minute, hour, day, week, month, or year.

  2. Optionally, check "Advanced" to enable the "CRON expression" text field, and enter a custom CRON expression.

  3. In the "From" and "To" field, enter the start date and time, and the end date and time, for the repeating schedule.

  4. From the "Time Zone" drop-down menu, select the time zone to use.


Notification and Transport 

If you checked "Asynchronous" above, this section is displayed.

  1. To send email notifications when the import process is successful, enter one or more email addresses in the "Success Email Recipients" text field. 

  2. To send email notifications if the import encounters an error, enter one or more email addresses in the "Error Email Recipients" text field. 


Fields 

This section allows you to optionally include (or exclude) specific columns in the export file.

  1. From the "Inclusion" drop-down menu, select an option:

  • All -- include all columns in the export file.

  • Only Included -- in the "Fields" field, select one or more columns you want to include in the export file.

  • Except selected -- in the "Fields" field, select one or more columns you want to exclude from the export file.


Rules 

This section allows you to create custom business rules to define which Segments are included in the export file.

  1. Click the Add icon, then select Add Rule. The platform adds a new blank row for defining the Rule Condition. 

  2. From the first drop-down menu, select the desired Attributes. This menu is populated with all of the different Attributes for building a condition.

  3. Select a mathematical operator. The available operators will vary based on the data type of the selected Attribute. 

  4. Enter or select a value. 

  5. Some attribute types allow you to define additional criteria, such as a date range, or a channel type, for example. Select or enter the additional criteria. 

  6. Repeat the above steps as needed to define more Rule Conditions. If you need to delete a Rule Condition, click the Delete icon to it. 

  7. Once you define more than one Rule Condition, select the logical operator. From the "Include customers that meet" drop-down menu, select either: 

  • All of the following: The conditions are processed with a logical 'AND' operator such that all conditions must be true for an individual to be selected by this Segment. 

  • Some of the following: The conditions are processed with a logical 'OR' operator such that at least one of the conditions must be true for an individual to be selected by this Segment. 

You can also group rules by selecting Add Rule Group from the Add icon. Rule Groups have their own internal logical operator.

 

Finish

When finished creating the Export Definition, click save. 

 

View or Edit an Export Definition

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To view or edit an Export Definition:

  1. From the "Actions" drop-down menu in the top-right corner of the screen, select "Members Exports." The "Members Export Definitions" pop-up window is displayed and populated with a list of all People Export Definitions.

  2. From the "Action" column of the desired Export Definition, click the Edit icon. The "Edit Export" pop-up window is displayed.

  3. Make any necessary changes to the Export Definition properties.

  4. When finished, click save.

 

 Manually Execute an Export Definition

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To manually execute an Export Definition:

  1. From the "Actions" drop-down menu in the top-right corner of the screen, select "Members Exports." The "Members Export Definitions" pop-up window is displayed and populated with a list of all Member Export Definitions.

  2. From the "Action" column of the desired Export Definition, click the Enqueue this Export icon. A confirmation dialog box is displayed.

  3. Click confirm.

 

 Download an Export Definition

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To download the last execution of an Export Definition:

  1. From the "Actions" drop-down menu in the top-right corner of the screen, select "Members Exports." The "Members Export Definitions" pop-up window is displayed and populated with a list of all Members Export Definitions.

  2. In the "Action" column of the desired Export Definition, click the Download File icon. The platform downloads the file to your PC.

 

 Delete an Export Definition

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To delete an Export Definition:

  1. From the "Actions" drop-down menu in the top-right corner of the screen, select "Members Exports." The "Members Export Definitions" pop-up window is displayed and populated with a list of all Member Export Definitions.

  2. From the "Action" column of the desired Export Definition, click the Delete icon. A confirmation dialog box is displayed.

  3. Click confirm.

Import People Data

The People screen provides the following features related to importing customer records.

 Import People

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To import People records, from the "Actions" drop-down menu in the top-right corner of the screen, select "Import Members." The "Create New Import - Member" pop-up window is displayed.

  1. From the "Import Method" drop-down menu, identify how you want the platform to handle the import records:

  • Insert data, or update if duplicate: Create new records and update existing records

  • Insert data, or skip if duplicate: Create new records only (don't update existing records)

  • Update data, or skip insert: Update existing records only (don't create new records)

  1. In the "Find Options" field, select one or more fields used to identify existing records in the database. The default field is "name."

  2. If you want to import blank values, select the "Yes" radio button next to "Include Blank Values."

  3. The platform supports email and phone number syntax validation on the appropriate import fields. To run this validation, select the "Yes" radio button next to "Validate Records."

  4. If you account is configured with business units, select the desired Business Unit from the "Business Unit" drop-down menu.

  5. To send email notifications following a successful import, enter one or more recipient email addresses in the "Success Import Email Recipients" field.

  6. To send email notifications following a failed import process, enter one or more recipient email addresses in the "Failed Import Email Recipients" field.

  7. To select the import file, click choose file, then browse to and select the desired file.

  8. Select a column separator: Comma or Semicolon.


Child Options

  1. To upload "child" records along with the order record, click add child.

  2. Select the child resource from the "Resource" drop-down menu.

  3. In the "Find Options" field, select one or more fields used to identify existing records in the database.

  4. If you want to skip the child record when the parent record is skipped, check "Skip with Parent."

  5. Repeat the above steps as needed to define additional child records. To delete a child record, click delete.


Import Options

To configure additional import options:

  1. Click add options.

  2. To use a lookup table, select the desired table from the "Lookup table" drop-down menu.

  3. From the "Lookup column" drop-down menu, select the desired column on the lookup table.

  4. Enter a value in the "Rename as" field.

  5. In the "Find by columns" field, select one or more columns used to identify existing records in the database.

  6. If the lookup table is required, select the "Yes" radio button next to "Required."

  7. If you want to stop the import process if a duplicate record is found, select the "Yes" radio button next to "Abort on Duplicate Record."

  8. Optionally enter an expression in the "Condition" field.

When finished, click submit.

 

 View People Imports

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To view a list of previous People imports:

  1. From the "Actions" drop-down menu in the top-right corner of the screen, select "Members Import List." The "People Import List" pop-up window is displayed and populated with a list of all previous People imports. For each import, the screen displays the following:

  • Imported by

  • Filename

  • Result (i.e., the number of records successfully imported, the number of failed records, and the number of skipped records)

  • Created at

  • Duration

  • Status

 

 Back to Data Overview

Last Updated: April 2022

 

© Cheetah Digital    Engagement Data Platform Online Help 22.0  April 2022