Determine If There Are Campaign-Level Fields / Questions
Next, you determine if there are additional fields that need to be captured regardless of the package that's selected. For example, you may want to capture additional demographic or geographic information for marketing purposes.
While our example campaign has no such requirement, for illustration purposes we'll assume you ask the customer to rate the quality of service they have experienced (assuming they are a current customer). This additional question requires another entry in our list of miscellaneous fields.
|
Misc. Field |
Where Stored |
Why Is It Needed |
|
Date of birth |
Person characteristic |
Numerous eligibility rules use this field to determine if a customer is a senior citizen |
|
Type of Residence |
Premise characteristic |
Numerous eligibility rules use this field to qualify a customer for a package |
|
Type of Heat |
Premise characteristic |
Numerous eligibility rules use this field to qualify a customer for a package |
|
Number of Units in House |
Premise characteristic |
The electric SA created by package 4 requires the number of units when it calculates the ongoing bill segments |
|
Auto Pay Start Date |
Account / Autopay Start Date Column |
Used if a customer pays automatically |
|
Auto Pay End Date |
Account / Autopay End Date Column |
Used if a customer pays automatically |
|
Auto Pay Source |
Account / Autopay Source |
Used if a customer pays automatically |
|
Auto Pay Account Number |
Account / Autopay Account ID |
Used if a customer pays automatically |
|
Auto Pay Account Name |
Account / Autopay Account Name |
Used if a customer pays automatically |
|
Auto Pay Account Expiration Date |
Account / Autopay Account Expiration Date |
Used if a customer pays automatically |
|
Service Rating |
Person characteristic |
Campaign level marketing question |