Targeted and Excluded Customers

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

Overview

This view provides an organized representation of customers who were either targeted or excluded from scheduled campaigns. It includes details about the campaigns, customers, and reasons for exclusion if occurred.

Each row represents a customer (CUSTOMER_ID) eligibility for a campaign (PLAN_DETAIL_ID) on an execution day (EXECUTION_DATE).

Data is updated daily on an incremental method, adding the previous day campaign prioritization results.

This table includes customers that are targeted only by scheduled campaigns. For Triggered campaigns, visit Engaged Customers.

Read more about terminology in Data Share Glossary

📣

Latest version available: BI.VW_TARGETED_AND_EXCLUDED_CUSTOMERS_V1_3.


V1.3

-- FOR V1.3
SELECT *
FROM [SHARED_DB].[BI].[VW_TARGETED_AND_EXCLUDED_CUSTOMERS_V1_3]

🔑 Primary Key

  • Primary Key: EXECUTION_DATECUSTOMER_IDPLAN_ID
  • Watermark column: LAST_UPDATED_TIME

Table Description

Field NameDescriptionData TypeFormat
EXECUTION_DATEDate when the campaign was executedDATEYYYY-MM-DD
CUSTOMER_IDOptimove internal unique identifier for the customerNUMBER(38,0)
CLIENT_CUSTOMER_IDUnique identifier of customer as provided by the customerTEXT(200)
LIFECYCLE_STAGE_IDID of lifecycle stage of customer when the campaign was executedNUMBER(38,0)
LIFECYCLE_STAGE_NAMElifecycle stage of customer when the campaign was executedTEXT(200)
PLAN_IDUnique identifier for the campaign planNUMBER(38,0)
PLAN_DETAIL_IDUnique identifier for the specific detail within the campaign planNUMBER(38,0)
CAMPAIGN_ACTION_IDID of the action within a campaign or 1 for control groupNUMBER(38,0)
CAMPAIGN_ACTION_NAMEName of the campaign action or DN for control groupTEXT(16777216)
TAKEN_FROM_PLAN_IDPlan ID from which the campaign action was taken. If NULL, this is the plan the customer was targeted withNUMBER(38,0)
EXCLUSION_REASON_IDUnique identifier for the reason a customer was excluded from the campaignNUMBER(38,0)
EXCLUSION_REASONThe exclusion reasonTEXT(50)
EXCLUSION_REASON_DESCA detailed description of why the customer was excludedTEXT(100)
LAST_UPDATED_TIMEThe timestamp of the last update to this recordTIMESTAMP_TZYYYY-MM-DD HH:MM