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Build a Workflow

1 min

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Target business customers who have a business card but not a business checking account

Identify all business customers that have a business credit card and do not have a checking account (Customer and Account Dimensions have been defined)

Suppress all business customers who have received a business checking offer in the past 6 months. This status is determined from the campaign history logs stored in the cloud. (Your Campaign File Dimension's column: Date and CampaignIDs)

Stratify customers based on their credit card usage. Create multiple “cells” or sub-audiences based on the card usage stratifications. (This is indicated by the Account Dimension's column: CardUsageBand)

Create 10% holdouts for each "cell"

Integrate data and send emails monthly based on each of the "cells". (Emails will be executed outside of AJO.)

Add a Fork

Click on the Plus Sign Icon in the canvas

Select Fork under flow control (Label: Checking Campaign)

Add a Build Audience node to both paths

Top Build Audience Node Label: Account and Customer

Bottom Build Audience Node Label: Suppression Audience

Build Audience Queries

Click back on Build Audience Node and Label it: Business Account No Checking

Click the Folder Icon under Targeting Dimension

Select your CUSTOMER_RECIPIENTS

Click the button Edit Audience

Click Add Select or save filter

Click Select predefined filter

Select BUSINESS_CARD_NO_CHECKING, click confirm

Confirm and exit to Canvas

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Click back on Suppression Audience (Label It: Previous Campaign Activity)

Click on the Folder Icon Under Targeting Dimension

Select your CAMPAIGN_MEMBERSHIP_INITIALS Dimension

Click the button Edit Audience

Click Add Condition

The criteria should be (CampaignID equal to BUSINESS_CHECKING_OFFER) AND (SendDate greater than or equal to 6 months ago)

Click Calculate

Confirm and exit to Canvas

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Add Enrichment

On the Top Path

Select a Enrichment node and Label: Customer Accounts

Select primary set Business Account No Checking

Click on Add Enrichment data

Click on Targeting dimension

Click on ACCOUNTS_FILE

Select Last4AcctNum

click confirm

Lines to retrieve must be 1

Click on Add Attribute

Select CardUsageBand

Confirm

Click on Add Attribute

Select AccountType

confirm

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Add a Combine Node

On the Top Path, click the plus sign

Add a Combine Node

Select Exclusion

Make sure both Sets to join are checked (Previous Campaign Activity and Customer Accounts)

Primary Set: Customer Accounts

Click Add a rule

Select Join

Excluded Set (Previous Campaign Activity)

Click Source and select CustomerID

Click Destination and select CustomerID

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Add a Split

Click on the plus sign, next to your Exclusion node.

Select the Split Node and Label: Control/Target Selection

Add a total of 3 Segments (Labels: USAGE_HI_CONTROL, USAGE_MED_CONTROL, USAGE_HI_CONTROL)

USAGE_HI_CONTROL:

Click Create Filter

Click Add Condition

Select cardUsageBand equal to HIGH

Enable Limit

Limit Size: 10 Percent

Repeat the steps above but for USAGE_MED_CONTROL and USAGE_LO_CONTROL but cardUsageBand equals MEDIUM and LOW respectively.

Once done, select: Generate complement and Label Target Audience

Click Start/Resume

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Add a Fork

Add a Fork node on the Target Audience path.

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Add Direct Mail

Click the plus sign on the first path

Select Direct Mail

Category: Transactional

Click Edit Direct Mail

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Select the 'Direct Mail' preset under Actions

Click 'Edit Content'

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Provide a file name

Add Data Fields :

CustomerName

EmailAddress

AccountType

CardUsageBand

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Add Save Audience

Click the plus sign on the second path

Select Save Audience

Audience Label: CHECKING_CAMPAIGN - Initials

Select the Profile Mapping Field: CUSTOMER_FILE - CustomerID

Add an Audience Mapping:

CustomerID

AccountType

CardUsageBand

Last4accNum

CustomerName

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Add End Activity Nodes

On All the other paths of our split, please click the sign plus next to them

Add an End to each.

Congratulations, you completed the Campaign Workflow! Now, we'll add content!

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