Tracking Tab

The Tracking Tab allows you to designate a campaign ID or other campaign related information and fill in your segment variables. The types of information you may enter on the Tracking tab are defined in the TouchPoint template your campaign runs. Please see The TouchPoint Template Wizard portion of this manual for information on creating your own templates.

Once you select individuals for your campaign, you can post your selected customers to the campaign's promotion history. This step of the process is very fast, usually finishing in a matter of minutes. Customer, segment, and campaign level information write to three different promotion history tables in your database. Maintaining a promotion history tracks what campaigns you have run, as well as which customers you have targeted.

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Match Limit

In TouchPoint, you have the option of setting a limit of matches you would like matched to a Segment.

There are two separate areas where you can enter in a Match Limit for a Segment. The first can be found in the Segment Properties window that appears in the bottom left side of the Criteria tab when a segment is selected. The other is in the Tracking tab. Once you populate a Match Limit, you will have a few additional options you can customize if you chose to.

Remainder
The remainder column gives two options on what to do with the non-matches that do not meet the segments match limit criteria.

• Selectable - This allows any match that was excluded from your segment due to a Match Limit to be eligible to be selected in another subsequent segment.
• Discard - This marks all matches that are excluded from you segment due to a Match Limit as ineligible to be picked up in a subsequent segment.

Priority
The priority column allows you to set how to determine the best matches to include in your Match Limit. It is set to [Random] by default, which selects the results for the segment randomly. If you are using Pass-Thrus in your campaign, you also have the option to choose a Pass-Thru field. If you select a Pass-Thru field, the Order column will be enabled allowing you to select Ascending or Descending. The Order option you chose will depend on if you prefer higher values or lower values of your Pass-Thru field to determine the best matches to include in your Segment. 

Tracking Fields

To fine-tune your ability to track customers, TouchPoint supports custom-defined, Tacking Fields.

Each TouchPoint tracking field appears as a separate column for each segment in the Tracking tab.

Selecting Tracking in the top menu gives the option to:

Add Tracking Field - Add in a new tracking field column after typing a name and selecting a Data Type for that field. 

Remove Tracking Field(s) -  Will remove the selected tracking field columns from the grid. 

Manage Tracking Fields - Allows you to add or remove your existing tracking field columns and change their name or data type. The order that the fields appear in can be adjusted as well. 

Using the Fill Command
When attaching values, you may find yourself typing the same value many times or entering values in a sequence. For example, suppose you have an attachment for keycodes and the values for each cell should be A1, A2, A3, etc. Instead of manually entering the series of keycodes, you can use the fill option to automatically enter the values.

The Fill Command
The Fill Command dialog allows you to quickly enter identical attachment values, or values in a series. The Fill Options dialog offers these options:

• • Value – Enter the value for the fill.
  • If you are filling the block of highlighted cells with one value, enter the value.
  • If you want to fill the block of highlighted cells with a series, enter the first value in the series.
  • Series – Select if you are filling with a series.
  • Step Value –Step Value is the increment by which your series increases. For example, if you are building the series A1, A2, A3, etc., the Step Value is 1. If you are building the series 102, 104, 106, etc., the Step Value is 2.

TouchPoint Campaign Report

The Campaign Report feature in TouchPoint displays detailed information about your campaign. It will even give you the option to output the report in various file formats. You will see all the pertinent data laid out in a way that will seamlessly explain all the results from your campaign.

Report Overview

Campaign Summary
Displays information such as Campaign Data and Job statistics.

Selection Details
Displays information such as Referenced tables, Pass-Thrus, Excludes, Constraints and the Criteria.

Tracking
Displays information from the Tracking tab such as the Waterfall Counts.

MarketFlow
Displays information from the diagram in the MarketFlow Tab.

Touch Summary
Displays the touch properties for all touches created in the MarketFlow tab.

Touch Details
Displays a detailed view of all the touch settings in the MarketFlow tab.

You can set up reports to be automatically generated and sent to an Email Distribution List, via the Automation section.

TouchPoint Tracking Menu and Toolbar

The TouchPoint toolbar provides quick access to commonly used commands in the TouchPoint Tracking Tab. Click the icon once to carry out the action represented by that icon