Campaign fulfillment flowcharts for Corporate Campaigns

The Corporate Campaign fulfillment flowchart can be executed by a Run Flowchart task in the workflow, or the corporate marketer can create and run the fulfillment flowchart through Campaign.

How you select target customers in the campaign fulfillment flowchart

You select target customers in the campaign fulfillment flowchart from the uacc_corporate_lists table in the Distributed Marketing system database.

In a Corporate Campaign, field marketers must approve their associated target customers for inclusion in the campaign. Field marketers can also add customers who were not in the original list that is generated by the list selection flowchart. Only approved or added customers should be selected by the Corporate Campaign's fulfillment flowchart.

The list selection flowchart records the original list of customers in the uacc_corporate_lists table in the Distributed Marketing system database. When field marketers review the customer list, their approvals, rejections, and additions are recorded in the uacc_corporate_lists table as well.

Therefore, the campaign fulfillment flowchart must select the approved target customers from the uacc_corporate_lists table, not the original table in the customer database.

Filtering targets in the uacc_corporate_lists table to select the right customers

When you select customers from the uacc_corporate_lists table in the Distributed Marketing system database, you must filter your selections that are based on two criteria:

  • Project Code

    You must select only target customers for this Corporate Campaign by matching the campaign's unique code with the project_code value. For example, the Select process in the flowchart could include the statement:

    project_code = "CorpCamp029"

  • Status

    You must select only approved target customers by matching values of A or V in the Status column. The Select process in the flowchart should include the statement:

    Status in ('A', 'V')