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


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Latest version available: BI.VW_TARGETED_AND_EXCLUDED_CUSTOMERS_V1_2. Learn more


(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 NameDescriptionTypeFormat
EXECUTION_DATEDate of campaign occurrence runDateyyyy-mm-dd
CUSTOMER_IDID of the customer who received the campaignString
LIFECYCLE_STAGEName of the customer's lifecycle stageString
PLAN_IDA Campaign's IDString
PLAN_DETAIL_IDAction ID within a campaign, Occurrence IDString
ACTION_NAMEName of the actionString
TAKEN_FROM_PLAN_IDID of the campaign that was taken fromString
EXCLUSION_REASON_IDID of the exclusion reasonInteger
EXCLUSION_REASONName of the exclusion reasonString
EXCLUSION_REASON_DESCDescription of the exclusion reasonString
LAST_UPDATED_TIMETimestampDate