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Scenario for Using Simple Prompted Segmentation


This scenario gives one example of how prompted segmentation may be used for simple event-driven marketing, where the type of offer depends on the context of an event. You may use prompted segmentation differently, depending on your business process.

A telecommunications company would like to make a retention offer to any customer who logs a complaint, but only if the customer is a female who lives in New York or California.

The following steps must be taken:

  1. Capture the event (when the customer logs the complaint) and identify the customer.
  2. Verify that the customer is a member of a segment whose criteria reflects the following:

    Start With

    Gender = "Female" AND Target Level ID IS PROMPTED

    Keep

    State in ('CA', 'NY') AND Target Level ID IS PROMPTED

  3. Make the retention offer specified in the campaign.

The primary input from the external system is CUSTOMER_ID (or Target_Level_ID to generalize the requirement). In this simple scenario, you can assume that the segment criteria are predominantly based on the OLAP, and there are no real-time attributes sourced from the OLTP. The prompts are passed through SOAP. If the prompt is available, the appropriate SQL code is included, otherwise the criteria is ignored.

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