Record Lookup

To search your marketing database for a record (or records):

1. From the "Table" drop-down menu, select the database table that you want to search. This menu lists all of the regular database Tables in your marketing database, as well any Load and Send tables (see below for more details on searching a Load and Send table), and any Custom Response tables.

2. The "Find" drop-down menu is populated with all of the fields in the table you selected in step 1. From this menu, select the field that you want to search.

3. Select a mathematical operator from the drop-down menu, such as "equal to," "contains," or "more than," for example.  

4. Enter the text string for which you're searching.

5. Click search. The system displays a list of records (up to a maximum of 250) that meet your search criteria.

Note: The fields that are displayed in the search results may not represent all of the fields in the selected table. From the Tables screen, you can optionally enable or disable fields from being displayed on the Record Lookup screen, as well as determine the sequence in which the fields are shown. For more details on how to configure the search results screen, please see Tables - Working with Fields.

Searching a Load and Send Table

If you're searching a Load and Send Table, you have the option of selecting which import file to search:

1. From the "Table" drop-down menu, select the Load and Send table that you want to search.

2. The "Find" drop-down menu is populated with all of the fields in the table you selected in step 1. From this menu, select the field that you want to search.

3. Select a mathematical operator from the drop-down menu, such as "equal to," "contains," or "more than," for example.  

4. Enter the text string for which you're searching.

5. Click search.  A "Choose File Import for Calculation" dialog box is displayed.

6. In the "Choose File Import for Calculation" dialog box, select which specific import file you want to search:

• • Most Recent: To use the most recent import file, place a check mark next to "most recent." This is the default option.

  • Most Recent from a Folder: To use the most recent import file from a specific folder, place a check mark next to "most recent from a folder. The system displays your folder hierarchy. Select the desired folder.

  • Specific Import: To use a specific import file, place a check mark next to "specific import from a folder." The system displays your folder hierarchy. Select a folder to see a list of all the import files within that folder. Select the desired import file.

7. Click calculate. The system displays a list of all the records that meet your search criteria.

 

To view the details of a record, such as the update or activity history:

1. Search for the desired record (see "Search for a Record" above for more details on this process).

2. Within the search results, click "Edit" next to the desired record. The system opens a new "Database Record" tab within the Top Navigation Panel.

3. The Database Record screen displays several tabs which provide access to different information. See below for more details on each of these tabs.

Record Details

This tab displays the value for every field in this record. This tab can be used to make edits to the record (see "Edit a Record" below for more details).

Record Joins

This tab displays information about table joins, including records that join to the current record, and records in other tables to which the current record is joined.

To view a joined record:

1. Select a tab for the join direction, either "This Record Joins To" or "Records Joining to this Record." The system displays a list of all the joins.

2. Click on a join to expand it to see information about the joined record (or records).

3. Optionally, to see more details about a joined record, click the "Edit" link next to a joined record; the system opens a new "Database Record" tab within the Top Navigation Panel.

Preferences

Note: The "Preferences" tab is typically relevant only for tables that contain consumer information, such as a "Customer" table.

The "Preferences" tab shows the value for all the Preference fields in this table. A Preference is a special Data Type that's used to indicate a consumer preference, such as an opt-in / opt-out indicator.

In addition, this tab displays the "Sender Profile Status ID" field for each Sender Profile assigned to this table. A Sender Profile is used for Email, SMS, Push Notification, and LINE marketing Campaigns, and controls the "from" information from which your marketing message is sent (see Sender Profiles for more details). Each Sender Profile Status ID field is populated with one of several possible Status ID Codes to indicate the eligibility of this consumer to be included in a Campaign.

To view the status for a Sender Profile Status ID field:

1. The Sender Profiles section lists all of the Sender Profiles linked to this table. This list shows the name of the Sender Profile, the current status for this record, and the date this status was last modified.

2. Optionally, to view the change log, click on a Sender Profile name. The "History" section to the right is updated to show the change log for this record, for this Sender Profile. To refresh the change log, refresh history.

To view the status for a Preference field:

1. The Preferences section lists all of the Preference fields within this table. This list shows the name of the field, the current status for this record, and the date this status was last modified.

2. Optionally, to view the change log, click on a Preference field name. The "History" section to the right is updated to show the change log for this record, for this Preference field. To refresh the change log, refresh history.

Campaign History

Note: The "Campaign History" tab is typically relevant only for tables that contain consumer information, such as a "Customer" table.

This tab displays all of the Campaigns in which the selected record was included as part of the Campaign Audience. By default, the most recent ten Campaigns are listed; you can use the pagination buttons to see additional Campaigns.

1. Optionally, to apply a date filter to the list of Campaigns, enter the "Start Date" and "End Date" for the desired date range. Click refresh history. The screen is refreshed to show only the Campaigns that were launched within that date range.

2. To view the details of a Campaign, click on the value in the "Campaign Name" field. The "Campaign Record Details" pop-up window is displayed. This window displays all the activity for this record, that's associated to this Campaign, including activity prior to the Campaign (such as imports or manual updates) and after the Campaign (such as opens or clicks).

3. Optionally, to view the content of the Campaign message, click "View Message." The system displays the message content in a separate browser window. When finished, click close. Please note the following restrictions with the "View Message" feature:

• Campaigns triggered via athe Advanced Event Trigger or Email Campaign Trigger APIs are not supported.

• For Date-triggered and Event-triggered Campaigns, only the most recently-deployed message to this consumer is available; previous messages are not available. If you need to archive a copy of every message sent from Engage+, the optional Cheetah Message Archive product provides this functionality. 

Update History

This tab displays a list of all the activities (such as imports, form submissions, or manual updates) that have modified this record.

1. Optionally, to apply a date filter to the list of activities, enter the "Start Date" and "End Date" for the desired date range. Click refresh history. The screen is refreshed to show only the activities that occurred within that date range.

Social & Web Activities

Note: The "Social & Web Activities" tab is typically relevant only for tables that contain consumer information, such as a "Customer" table.

This tab displays a list of all the social and web-related activities (such as opens, clicks, likes, etc.) associated with this record, as well as the Campaign that triggered that activity.

1. Optionally, to apply a date filter to the list of activities, enter the "Start Date" and "End Date" for the desired date range. Click refresh history. The screen is refreshed to show only the activities that occurred within that date range.

View All

This tab combines the information from the previous three tabs ("Campaign History," "Update History," and "Social & Web Activities") into a single view.

1. Optionally, to apply a date filter to the list of activities, enter the "Start Date" and "End Date" for the desired date range. Click refresh history. The screen is refreshed to show only the activities that occurred within that date range.

To edit a record:

1. Search for the desired record (see "Search for a Record" above for more details on this process).

2. Within the search results, click "Edit" next to the desired record. The system opens a new "Database Record" tab within the Top Navigation Panel. By default, the "Record Details" tab is selected.

Note: The "Record Details" tab displays every field in this table. The sequence in which the fields are listed on the screen is controlled by the sequence of fields in the table. For more details on how to reorder the fields within a table, please see Tables - Working with Fields.

3. Make any necessary changes to the record.

4. When finished, click save.

 

The Record Lookup screen provides a quick method of adding a new record to your database. To add a new record:

1. From the "Table" drop-down menu, select the database table into which you want to insert the new record. This menu lists all of the regular database Tables in your marketing database, as well any Load and Send tables, and any Custom Response tables.

2. Click add new record. The system opens a blank "Database Record" tab within the Top Navigation Panel.

3. Within the "Record Details" tab, enter or select values for the new record.

Note: The "Record Details" tab displays every field in this table. The sequence in which the fields are listed on the screen is controlled by the sequence of fields in the table. For more details on how to reorder the fields within a table, please see Tables - Working with Fields.

4. When finished, click save.