Targeted and Excluded Customers

History record of all customers' campaign eligibility and prioritization according to marketing plan

Overview

Describes relation between a campaign and the customer who received it. This table also contains the relation between a campaign and customers that were eligible to receive it but were excluded for a different campaign, on a higher prioritized target group.

This table includes customers that are targeted only scheduled campaigns.

All different entities are described in the Glossary

(FKA ACTION_SERIALS_CUSTOMER)

-- FOR V1.1 
SELECT *
  FROM [SHARED_DB].VW_TARGETED_AND_EXCLUDED_CUSTOMERS

Use Cases & Examples

Which and How many customers were included in test / control group in campaign X, in timeframe Y?

-- Customer level view
SELECT * FROM VW_TARGETED_AND_EXCLUDED_CUSTOMER
WHERE PLAN+ID = [CAMPAIGN ID] and EXECUTION_DATE < '2023-02-16'

-- Aggregated Campaign View
SELECT PLAN_ID,COUNT(*) FROM VW_TARGETED_AND_EXCLUDED_CUSTOMER
WHERE PLAN+ID = [CAMPAIGN ID] and EXECUTION_DATE < '2023-02-16'
GROUP BY PLAN_ID

-- Campaign Actions view (Test/Control)
SELECT PLAN_ID,COUNT(*) FROM VW_TARGETED_AND_EXCLUDED_CUSTOMER
WHERE PLAN+ID = [CAMPAIGN ID] and EXECUTION_DATE < '2023-02-16'
GROUP BY PLAN_ID, PLAN_DETAIL_ID

Column Name	Description	Type	Format
`EXECUTION_DATE`	Date of campaign occurrence run	Date	yyyy-mm-dd
`CUSTOMER_ID`	ID of the customer who received the campaign	String
`LIFECYCLE_STAGE`	Name of the customer's lifecycle stage	String
`PLAN_ID`	A Campaign's ID	String
`PLAN_DETAIL_ID`	Action ID within a campaign, Occurrence ID	String
`ACTION_NAME`	Name of the action	String
`TAKEN_FROM_PLAN_ID`	ID of the campaign that was taken from	String
`EXCLUSION_REASON_ID`	ID of the exclusion reason	Integer
`EXCLUSION_REASON`	Name of the exclusion reason	String
`EXCLUSION_REASON_DESC`	Description of the exclusion reason	String
`LAST_UPDATED_TIME`	Timestamp	Date

Updated 8 months ago