TouchPoint uses templates to control how it processes data and manage its solicit generation. Much like Microsoft Office templates, TouchPoint Templates contain default settings and configurations that are used during campaign design, execution, and output.
In order to function, TouchPoint requires two types of templates:
- Campaign Template – used mainly to set up defaults for Promotion History tracking. These templates also contain options that let you embed business rules and create customized processing logic at various points within your campaigns. Different campaign templates can be created for different types of campaigns, but a single campaign can have only a single campaign template.
- Solicit Templates – used to define and configure campaign solicitation channels (e.g., Direct Mail, Catalog, Email, Telemarketing, SMS Text, Social Media, and so on). One solicit template is required for each channel, and a single campaign can use any number of solicit templates.
MarketWide provides easy-to-use wizards to assist in the building of Campaign Templates and Solicit Templates. These wizards guide you through the necessary steps to create the templates based on the needs of your organization. The wizards can be found within TouchPoint in the Tools menu and are also available from the MarketWide main window by clicking Tools, then Templates.
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Template Wizards require administrative permissions. If you are need access, contact your MarketWide Administrator. |
Topics
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Campaign Template Wizard
The TouchPoint Campaign Template Wizard allows you to specify basic tables, fields, and rules used when creating a TouchPoint campaign.
TouchPoint Template
TouchPoint template is a preset format that holds information required for running campaigns. Upon opening TouchPoint, the previously used template is loaded by default.
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The TouchPoint Template Wizard will ask you to indicate which fields and tables in your database correspond to titles such as Customer Key and Campaign ID.
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Template Properties
The Template Properties window displays the settings for the template you highlighted in the Choose Template window of TouchPoint. This option is only available for TouchPoint templates.
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You can also click on the currently used template name and select View Template Properties.
These are the options you will find in the Template Properties window:
- Customer Key – Shows the field used to uniquely identify customers in your database.
- Campaign Table – Displays the table TouchPoint campaign will post to.
- Campaign ID – To track each campaign, TouchPoint allows a unique identifier to be assigned. This identifier is listed here.
- Segment Table – Displays the segment level table TouchPoint will post to.
- Segment ID – Indicates the field in the Segment Table used as the unique segment identifier for a campaign.
- Promo History Table – The name of the table that has been selected for Promotion History.
- Touch ID - Indicates the field in the Promo History Table used as the unique identifier for touch nodes for a campaign.
- SQL Script - Shows if there is any SQL script running in the selected TouchPoint Template.
Choose Tables and Fields
To map your Campaignis used to create and modify campaign templates. It walks you through the steps needed to set up Promotion History tracking tables used for a campaign, and it tells TouchPoint how customers are identified. You can also use the wizard to create campaign rules and defaults, such as standard excludes or common campaign settings. You can build as many campaign templates as you like, but a single campaign can use only one campaign template.
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The Campaign Template Wizard requires administrative permissions. If you are need access, contact your MarketWide Administrator. |
The Campaign Template Wizard can be opened within TouchPoint by clicking Tools and then selecting Manage Campaign Templates (
). It is also available from the MarketWide main window by clicking Tools, then Templates, and finally Campaign Template Wizard.
Tab 1: Choose Tables and Fields
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Open the Campaign Template Wizard. To create a new template, select [Create New Template]. To edit an existing template, select the template you wish to edit. Then click Next to begin setting the tables and fields used for promotion history tracking. |
The first tab in the Campaign Template Wizard lets you select the promotion history tables and tracking fields needed for your campaign.
Tables
Campaign Tables store information about all TouchPoint campaigns, commonly referred to as
Promotion History. Three tracking tables are used as shown below.
Table | Purpose |
Campaign | Contains summary-level information for the entire campaign, such as a campaign description, campaign date, and the name of the person who generated the campaign. |
Segment | Stores data for each segment in a campaign. For example, marketers typically need to assign a keycode or match code to each segment so in order to track response information later, letting you see what segments perform better than others. |
Promo History | Captures individual-level data about all the customers or prospects that are marketed to by a campaign, along with the campaign, effort, and segment. Additional data such as such as customer pass-thru fields can be captured as well. |
To select each promotion history table, click the SQLManager button ( 
) to open SQLManager, navigate to and select the corresponding table
) to open SQLManager, navigate to and select the corresponding table for that field. ) to open SQLManager, navigate to and select the corresponding table for that field.
) to select the field used to uniquely identify customers in your database. You can use the Database, Owner or Table options drop down to narrow down your field list.
) to select from the available fields. ) to select from the available fields. ) to select from the available fields.Campaign Table Information
- Select which fields you would like included as well as their desired mappings within the Campaign Table Information window.
- Prompt - This field requires the user to enter a value.
- Increment Max - The field is incrementally filled in, starting at one, for each subsequent campaign ran using the template.
- Query - Allows you to add custom SQL script to create your own automatic fill-in for the field.
- Ignore - The field is ignored, but is displayed on the Campaign Report.
- Zero - This field automatically sets the value to zero.
- Total_Matches - Automatically displays the total matches for the field when the campaign is run.
- Total_Kept - Gives the total amount, after going through site constraints.
- Total_Solicits - Gives the total amount for the field after the campaign is run.
- Total_Unique_Solicits - Gives the total amount of unique IDs for the field after the campaign is run.
- Null - Sets the field to Null.
- Blank - Sets the field to Blank.
- Status - Displays the status of the campaign, in which it will indicate either active or complete.
- UserID - Inserts the User ID automatically.
- Date_Time - Automatically inserts the date and time the campaign was run.
- Click Next to begin Segment Table Information window.
Segment Table Information
- Here you can specify the field mappings that will take place in your segment table.
- Your Campaign_ID mapping should be grayed out, indicating it will Pull_From_Campaign
- The unique identifier you use for your Segment ID mapping should be Prompt and grayed out.
- Map all the rest of the fields you may have added to your Segment Table.
- Click Next to begin Promo History Table Information window.
Promo History Table Information
- Here you can specify the field mappings that will take place in your segment table.
- Your Campaign_ID mapping should be grayed out indicating it will Pull_From_Campaign.
- Your Segment ID mapping should be grayed out indicating it will Pull_From_Segment.
- The unique identifier you use for your Customer Key mapping should be selected with Customer_Key.
- Map all the rest of the fields you may have added to your Promo History Table.
- Click Next to begin Customize and Commit window
Customize and Commit
- The Pass-Thrus section allows you to make selections to generate output for specified data elements to be retained for selected customers. To add a Pass-Thru field click the Add button (
) to select the field. You can use the Database, Owner or Table drop down list to narrow down your field list. - The Post Process section allows you to add an SQL query or stored procedure to perform an additional step after you post. To select your SQL Script, click the Ellipses button ( ) and choose the appropriate file in your directory.
- Enter a template name in the Save Template section and click Finish to save your new template for use.
Edit or Use an Existing Template
If you made a mistake or wish to change portions of a template that has already been created and saved, the TouchPoint Template Wizard allows you to do so.
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, then click OK.
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Fields
These are the system fields are required by TouchPoint for campaign processing:
Field | Purpose |
Customer Key | This is the field used to uniquely identify customers and/or prospects in your database, often referred to as a “CustomerID”. Each customer or prospect in your database should have a single Customer Key assigned, and it should never be reused for a different customer. |
Campaign ID | Every TouchPoint campaign requires a unique identifier to be assigned, and it may not be reused by another campaign. |
Segment ID | Within a TouchPoint campaign, each segment requires its own unique identifier, allowing it to be tracked separately from other segments. While Segment IDs must be unique within a single campaign, they can be reused within other campaigns. E.g., two different campaigns can each use the same Segment IDs. |
Touch ID | This is the field that indicates each touch an individual receives within a campaign. A touch is basically a marketing communication (or solicit): direct mail, email, catalog, and so on. Every time an individual is solicited within a campaign, TouchPoint writes the Customer Key and Touch ID field into the Promo History Table, along with other information. |
To select the Customer Key, click the Ellipses button ( ) and select the field used to uniquely identify customers in your database. You can use the Database, Owner or Table options drop down to narrow your field list.
To map the Campaign ID, Segment ID, and Touch ID fields; click the Drop Down button ( ) and
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TouchPoint system fields can differ from this document according to your company’s standards. However, the names must remain consistent across your entire database. In other words, you can’t define a Customer Key named “CustomerID” in one table and “CustomerNumber” in another. |
After you’ve finished filling out our campaign tables and fields, click Next to proceed to the Campaign Table Information tab.
Tab 2: Campaign Table Information
The Campaign Table Information tab is used to map the fields on your Campaign table, allowing TouchPoint to know what values to write during campaign processing. One row is written to this table for every campaign, containing summarized information about the campaign. Tab 2 of the wizard shows every field on the Campaign table along with a dropdown list allowing you to indicate what TouchPoint does with the field.
You can also choose whether the field is required or not. Required fields cannot be left blank when users run and save campaigns.
For each listed field, click the associated Mapping dropdown list and choose from the options shown in the table below.
Mapping | Available For | Purpose |
Prompt | All fields | This mapping requires the user to enter a value for the field. |
Ignore | All fields | Causes the field to be ignored by TouchPoint. This is generally used in cases where the database supplies a default value for the field, such as a row number or timestamp. |
Query | All fields | Allows you to attach a custom SQL script to create your own automatic fill-in for the field. |
Blank | Character fields | Sets the field to Blank. |
Null | Nullable fields | Sets the field to Null. |
Zero | Numeric fields | Sets the value to zero. |
Increment Max | Campaign ID field | This setting causes TouchPoint to automatically increment the starting value for the field for each subsequent campaign ran using the template. For example, if the starting value is set to CAMPAIGN01, the next campaign will automatically be assigned CAMPAIGN02. This option is necessary for scheduled, recurring campaigns. |
Total_Matches | Numeric fields | The total number of customers or prospects selected by the campaign. Available only for numeric fields. |
Total_Kept | Numeric fields | The total number of customers or prospects who survived the campaign constraints (e.g., one per household). |
Total_Solicits | Numeric fields | The total number of solicits generated by the campaign. Note that an individual can be solicited multiple times, and so this count will often exceed the Total_Kept count. |
Total_Unique_Solicits | Numeric fields | This mapping returns the total number of individuals who received at least one solicit. Note that not everyone selected by a campaign gets solicited, for example where consumers opt out of various communications. |
Status | Character fields | Stores the status of the campaign, indicating whether it’s active or complete. It is strongly recommended to have a one field in your campaign table mapped to this setting, allowing MarketWide to know what campaigns are active. |
UserId | Character fields | The MarketWide User ID that ran this campaign. |
Date_Time | Date fields | The date and time that the campaign was run. |
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Fields mapped to any setting other than “Prompt” are hidden from users. Prompt fields are shown at the time the campaign is saved, and all fields marked as “Required” must be filled out. |
When complete, click Next to move to the Segment Table Information tab.
Tab 3: Segment Table Information
The Segment Table Information tab is used to map the fields on your Segment table, allowing TouchPoint to know what values to write during campaign processing. One row is written to this table for every segment within a campaign, containing summarized information about that segment. Tab 3 of the wizard shows every field on the table, along with a dropdown list letting you choose what TouchPoint does with the field. You can also indicate whether the field is required or not. Required fields cannot be left blank when users run and save campaigns. Further, the following system fields should be preset and cannot be assigned:
- The field selected for your Campaign_ID should be grayed out and set to “Pull_From_Campaign”, indicating it will use the value assigned to the current campaign.
- The field selected for your Segment ID should be grayed out and set to Prompt, indicating that users will be prompted to enter a Segment ID for each segment.
For each remaining field in your Segment table, click the associated Mapping dropdown list and choose from the options shown in the table below.
Mapping | Available For | Purpose |
Prompt | All fields | This mapping requires the user to enter a value for the field. |
Ignore | All fields | Causes the field to be ignored by TouchPoint. This is generally used in cases where the database supplies a default value for the field, such as a row number or timestamp. |
Query | All fields | Allows you to attach a custom SQL script to create your own automatic fill-in for the field. |
Blank | Character fields | Sets the field to Blank. |
Null | Nullable fields | Sets the field to Null. |
Zero | Numeric fields | Sets the value to zero. |
Segment_Name | Character fields | Sets the field to the campaign segment name. |
Segment_Description | Character fields | Sets the field to the campaign segment description. |
Segment_Number | Numeric fields | Sets the field to the sequential segment number (e.g., 1, 2, 3) of the current segment. |
Match_Count | Numeric fields | The number of individuals who matched the current segment. |
Kept_Count | Numeric fields | The number of individuals that matched the current segment and survived the campaign constraints (e.g., one per household). |
Solicit_Count | Numeric fields | The total number of solicits sent to the individuals selected by this segment. Note that a customer can be solicited multiple times within a single TouchPoint campaign, and so this count can exceed the Kept_Count. |
Unique_Solicit_Count | Numeric fields | The total number of individuals selected by this segment who received at least one solicit. Note that not everyone selected in a campaign gets solicited, for example where consumers opt out of various communications. |
After you’ve set up your segment table mappings, click Next to move to the Promo History Table Information tab.
Tab 4: Promo History Table Information
The Promo History Table Information tab is used to map the fields on your Promo History table, allowing TouchPoint to know what values to write during campaign processing. A row is written to this table each time a customer or prospect is touched (i.e., solicited) within a campaign. Tab 4 of the wizard shows every field on the table, along with a dropdown list letting you choose what TouchPoint does with the field. You can also indicate whether the field is required or not. Required fields cannot be left blank when users run and save campaigns. Further, the following system fields chosen on Tab 1 of the Campaign Template Wizard should be preset as follows:
- The field selected for your Customer Key should be grayed out and the mapping should read “Customer Key”. This means that TouchPoint will write your Customer Key field into promotion history as customers are solicited.
- The field selected for your Campaign ID should be grayed out and set to “Pull_From_Campaign”, indicating it will use the value assigned to the current campaign.
- The field selected for your Segment ID should be grayed out and set to Pull_From_Segment, indicating that it will use the value assigned to the segment that selected each individual.
- The field selected for your Touch ID should be enabled and offer two mapping values:
Mapping | Purpose |
Auto_Assign | Choose this mapping if you want TouchPoint to automatically generate unique Touch IDs rather than having it entered by the user. Most marketers prefer not to use this setting, as a system generated code is more cryptic. |
Prompt | This mapping allows (and requires) the user to enter a value for the touch. Touch IDs must be unique for every touch in a campaign. |
For each remaining field in your Promo History table, click the associated Mapping dropdown list and choose from the options shown in the table below.
Mapping | Available For | Purpose |
Prompt | All fields | This mapping requires the user to enter a value for the field. |
Ignore | All fields | Causes the field to be ignored by TouchPoint. This is generally used in cases where the database supplies a default value for the field, such as a row number or timestamp. |
Query | All fields | Allows you to attach a custom SQL script to create your own automatic fill-in for the field. |
Blank | Character fields | Sets the field to Blank. |
Null | Nullable fields | Sets the field to Null. |
Zero | Numeric fields | Sets the value to zero. |
Touch_Sequence | Numeric fields | The sequential touch number for each solicited individual. For example, a person receiving two solicits (“touches”) will have Touch Sequences 1 and 2, in the order the touches occurred. |
PassThru | All fields | Indicates that the field will be populated via a campaign Pass-Thru field. |
Channel_Table | Character fields | The name of the channel table used by the touch. This field is required by MarketWide’s Campaign Editor program. |
Solicit_Template | Character fields | The name of the solicit template used by the touch. |
Touch_Description | Character fields | The user-entered description of the touch. |
Date_Time | Date fields | The timestamp of when the touch occurred for each individual. |
After you’ve set up your Promo History table mappings, Click Next to begin Customize and Commit window.
Tab 5: Customize and Commit
Customize and Commit is the final tab in the Campaign Template Wizard. It lets you assign default settings for any campaign based on this template, attach custom SQL scripts that run when certain events occur within the campaign, and assign a name to your Campaign Template.
Default Criteria
This section lets you set defaults for any campaign based on this template. Do this by clicking the Edit button, which opens a blank TouchPoint that operates in “Template Mode.” In this mode, you can build segments, excludes, constraints, set Pass-Thru and Tracking fields, and generally enter any criteria or option that you can when creating actual campaigns. When finished, click the Save button to save your default criteria and return to the Campaign Template Wizard.
Current Criteria
This section displays a brief notification for any default criteria saved within the template. If no default criteria exists, the section is blank.
Post Process
The Post Process section allows you to add a SQL query or stored procedure to perform additional steps at different points during the campaign process. Post Processes are advanced features that require knowledge of SQL.
Post Process | Purpose |
‘On Commit’ SQL Script | This script runs whenever your campaign is committed, which happens automatically after the selection criteria has run, tracking tab information has been entered or has changed, and you save the campaign. Commits can also be applied manually within TouchPoint by clicking Campaign and then Commit. The On Commit script is generally used for cases where you need to update the campaign work table based on business rules. For example, the script might populate a ‘CreativeCode’ column based on characteristics of each individual, driving variable printing at a lettershop. |
‘On Post’ SQL Script | This script runs automatically after each “Touch” occurs in a campaign. A possible use of an On Post script might be to update the database for each individual receiving a solicit, setting a “LastSolicitDate” field that provides a cooling off period for subsequent campaigns. |
To select your SQL Script, click the Ellipses button ( ) and choose the appropriate file in your directory.
Save Template
Enter the name for your Campaign Template in the Save Template section. You can also change an existing template and save it under a different name.
When finished, click Finish to save your new template for use.
Solicit Template Wizard
Solicit Template
Solicit template is a preset format of various marketing channel types to use when soliciting consumers. You can choose between using a file, table, email or SMS (text message) to generate your information.
The Solicit Template Wizard
The Solicit Template Wizard allows you to easily create solicit layouts based on specific tables, fields, and settings that you would use to solicit a customer.
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Choose a Format
- In the Solicit Input section, select a table to query by clicking the SQL Manager ( ) icon. This will allow the Solicit Template to pull information needed for the campaign.
- Next you will have the option of adding a filter which will be applied to the Solicit Input Table you previously selected.
- For Format, select the drop-down box and chose one of the following options:
- File - will generate a physical solicit file
- Table - will post all selected into this solicit to a table
- Email - will post the selected into a MarketWide email work table
- SMS - will post the selected into a MarketWide SMS work table
- Social - will post the selected into a MarketWide Social work table.
- For Channel Table, select a table by clicking the SQL Manager ( ) icon. The option for choosing a channel table is required only when selecting either Email, SMS or Social format.
- If you selected Email or SMS in the Output Section, you will also need to select the Provider by clicking on the drop-down button.
- If you selected File in the Output Section, Click Next to begin the Format Options window.
- If you selected Table in the Output Section, Click Next to begin the Required Fields window.
- If you selected either Email, SMS or Social in the Output Section, Click Next to begin the Required Fields window.
Format Options
The Format Options window is only available when you select File as your format option on the Previous window.
- Choose one of the following File Format options:
- Delimited - Allows a certain character to mark the end of each field in a solicit file.
- Fixed Width - Specifies a certain width for each field written into a solicit file.
- CSV - The solicit file is put into a spreadsheet format.
- XML - The solicit file is put into XML format
- You can check Field Names as First Row if you select either Delimited or CSV as your chosen file format. You can also select the Encoding type, choose the option that applies to your use case.
- If you have selected the Delimited file format, you can then select the desired character for the available Delimited options.
When you finish, choose Next to begin the Setup Layout window.
Required Fields
- To map your Required Fields click the drop down button ( ) to select from the list of available fields
- Click Next to begin the Channel Table Mappings window.
Channel Table Mappings
- The Channel Table Mapping window is only available if you selected a Channel Table in the Choose a Format Window.
- Select which fields you would like included as well as their desired mappings within the Campaign Table Information window.
- Prompt - This field requires the user to enter a value.
- Ignore - The field is ignored, but it has to be a nullable field.
- Query - Allows you to add custom SQL script to create your own automatic fill-in for the field.
- Zero - This field automatically sets the value to zero.
- Solicit_Count - Will calculate records plus seeds in a specific touch.
- Date_Time - Automatically inserts the date and time the campaign was run.
- Null - Sets the field to Null.
- Blank - Sets the field to Blank.
- Status - Displays the status of the campaign, in which it will indicate either active or complete.
- Touch_Description - Shows a description of the selected field.
- Click Next to begin the Setup Layout window.
Setup Layout
- Drag and drop the fields that you would like to appear in the file, table or used dynamically for email or SMS that your template will generate.
- Click Next to begin the Customize and Commit window.
Customize and Commit
- The Post Process section allows you to instruct TouchPoint to perform an additional step when posting to your solicit table. An SQL query or stored procedure can be added by clicking the Ellipses button ( ) and choosing the appropriate file in your directory.
- Enter a template name in the Save Template section and click Finish to save your new template for use.
To Edit or Use an Existing Template
If you made a mistake or wish to change portions of a template that has already been created and saved, the Solicit Template Wizard allows you to do so.
To Edit an Existing Template
- Open the wizard as you would to create a new template.
- Select the desired template, and click Next.
- Apply your desired changes and click Finish on the last page to update the existing template or enter in a new Template name to save this change as a new template.