User guide

Contents:

• Terminology
• Creating an Event from Scratch
  • Overview
    • Step 1: New Event
    • Step 2: Event Name & Description
    • Step 3: Event Audience
    • Step 4: Triggers
    • Step 5: Events
    • Step 6: Details
    • Step 7: Review Event
  • Detailed Steps
    • Event Name & Description
    • Audience
    • Trigger
    • Event
    • Details
    • Review Event
• Audience and Trigger Condition Logic
  • Representation of Customer Transaction Aggregates
  • Audience Condition Logic
  • Trigger Condition Logic
  • Satisfying both Audience and Trigger Conditions
  • Importance of Specifying Trigger Conditions
  • Importance of Specifying Audience Conditions
  • Customer Added to Audience after Trigger Event
  • Using ‘Both Category Code Count’ Condition
• Additional Options for Events
  • Event Description
    • Adding New Project Name
  • Audience
    • Raw Audience Condition
      • USE-CASE: Create a raw condition based on customer’s nationality
    • Condition Groups
      • USE-CASE: Using an “All of the following” Condition Group
      • USE-CASE: Using an “Any of the following” Condition Group
      • USE-CASE: Using Nested Condition Groups
    • Live Segments
      • USE-CASE: Saving Audience Conditions into a Live Segment
      • USE-CASE: Using Live Segment as Audience Conditions
    • Static Segments
      • USE-CASE: Saving a Static Segment using a event
      • USE-CASE: Static Segment as Audience in an Event
      • USE-CASE: View all Static Segments
    • Adding Charts to an Event
      • USE-CASE: Display Metrics of Marital Status and Occupation Type Code
  • Triggers
    • Multiple Trigger Conditions
      • USE-CASE: Trigger is when a customer makes a transaction worth more than NT $1,500 with 5,000 MP001 points or 10,000 BP001.
    • Raw Trigger Condition
      • USE-CASE: Trigger is when a Freshers card is used to transact abroad
  • Events
    • Message-Only Events
    • Action-Based Events
      • USE-CASE: Inform customer that if they spend a total of NT 15,000 on Sports Goods (運動嗜好) within 7 days they will receive a discount on sports goods
    • Target Groups
  • Event Approval and Deployment
    • Maker Permissions
    • Checker Permissions
  • Editing an Event
  • Stopping an Event
  • Cloning an Event
• Tracking an Event
  • Overview
  • Details
    • Event Performance Overview
    • Performance Breakdown
    • Charts on Report