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