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Need help on a Campaign Target List export - this is a setup issue

Posted December 5th, 2007 by Mrash

During my testing I have been unsuccessful at getting my desired results for a Campaign Target List export.

• For clarity I have defined 2 segments (Segment 1 and Segment 2)
• I am sharing a single query within the 2 segments (Last Gift $11-$20 – Catholic)
o This query is using the RFM definition business object and the NetContact
o When I run this query in ISA I get 69 records

• In the segment I am asking for segment 1 to retrieve 10 records
• Segment 2 will retrieve the rest
o I left this undefined in Segment 2 as stated by the documentation
o I have populated the segments and can see that the 2 segments have populated appropriately.

• Next I will setup my source codes for these 2 segments
• Source Code A is associated to Segment 1
• Source Code B is associated to Segment 2.

When I setup the Inserts and the Source definition within Source codes - I don't know which query type to use. Segment Definition or query. I think Segment Definition because I can select Segment 1 for Source Code A and it should retrieve the 10 records. But when I generate output - it fails - saying source code has empty source list. I go back to segments and look at Segment 1 and it has 10 records.

If I use the query definition and use the same query that I used in the segment definition (Last Gift $11-$20 – Catholic) - validation passes but I get all 69 records instead of 10 for Source Code A.

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Segment Definition way to go

On December 5th, 2007 Brent Sitton says:

You should choose the segment definition query type for the reason that you have indicated - you can't 'split' the query results into 2 different groups other than using segmentation, or at least, that's the easiest way to do it.

I think the error has more to do with the source objects used for the query - you may get this error when the system can't identify a unique ID column in the query. What version are you working on?

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Version Number

On December 5th, 2007 Mrash says:

Version is 1334. The query I am using for source Code has the RFM Anaylsis and the Net Contact. The Display fields include the ID

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I am still getting errors

On December 5th, 2007 Mrash says:

I have reviewed my segment query - it is using the RFM Analysis bo and the Net Contact - the query runs fine in ISA.

I have redone my Insert - selecting the NetContact business driver and I am using the same query for my Insert as I used in the Segment.

Within SOurce Code - I have selected the Insert and used the Segment Definition.

When I generate results - it fails -

Validation Warning: Source Code 'C03' has an empty target list.
WorkItem #01) Source Code has no valid output to generate.

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Problem is on the Insert query

On December 5th, 2007 Kevin Blouin says:

I believe the problem you have is on the query used in the insert. In the insert itself, the only things you really need in the query are your output fields. You definitely don't want filters and other business objects that expand or limit your records.

Usually, NetContact is all you need. Have the fields you want in your export file on the Display tab and that's it. No filters, etc. Sometimes, you may need to call on something like CsAddress or a UD table object. Those can be added and linked, but avoid filters, since the filtering is all done by either the query or segment definition you have identified in your source list.

-K

Kevin Blouin - enSYNC Corp.

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Insert Query

On December 5th, 2007 Mrash says:

Kevin: I too believe that it is the insert. But I even after creating a query like you mentioned I am getting the same error.

In the source code when I select Query instead of Segment defintion - the source code output is generated. When I select the Segment Definition -in the Source List tab - I don't see the Segment that I recently selected. I have to go to the Add SOurce List section and select the Segment Definition again. It does not appear to persist - maybe that is the issue??

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Segment Definition Does Not Persist

On December 6th, 2007 Mrash says:

I have determined that this error is due to a system defect.

From Campaign Definition>Appeals>Solicitation>Source Codes>Source List or from Campaign Mgmt>drill down to Source Code.

In Source Lists when I try to add the Segment Definition it is not added to the Currect Source List section and upon Save the definition does not persist. Thus the error that the source code target list is empty.

If however you go to Campaign Management>Appeal>Create Source Codes from List - the Segment Definition is added appropriately and upon Generate Output - no error.

I also learned that Kevin is correct - the Insert needs the Net Contact and for additional convenience - Appeal Participation - where you can add the Source Code.

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