QLingo/Advanced Logic Workshop

This practice walks through using the uPlan application to build a plan file that contains basic and intermediate level campaign logic by implementing a recipient data source, along with an additional related data source. Beginning with concepts, terminology, the interface, workflows and previously used features are reviewed.

Audience: Programmers that work with the variable data files.

Learning Prerequisite: Basic SQL and other data programming skills are helpful. Must have completed Practice 1 and optionally, 3.

Practice Takeaway: How to edit and use plan files.

Estimated Effort: 1-2+ hours, depending on Q&A.

Learning Materials: TBD

Learning Objectives:

• Review plan logic and components, using uPlan (if applicable) or uCreate:
  • ADOR Objects (aka Content Objects)
  • Recipient Objects and Filters
  • Data Source Objects and Tables
  • User Views
  • Variables and Audiences
  • Functions
  • Linking assets
• Review the typical workflows for plan files, their creation and how they are used.
• Modify an existing plan file:
  • Review the modifications needed
  • Download from uProduce
    • The plan file to edit
    • Data to use with the plan
  • Review the plan's components (ADORs, variables, etc.)
  • Add a recipient filter (SQL query) 
  • Create and use a plan variable
  • Modify other rules and review/use QLingo functions
  • Generate proofset(s)
  • Discuss how to use plan files and proof sets

This practice explores more complex features and functionality not available in other plan editors. Here a plan file is created from scratch using multiple data sources.

Audience: Data or logic programmers benefit most when available. Other variable data production designers that work with logic are encouraged to attend.

Learning Prerequisite: Basic SQL and other data programming skills are helpful. Must have completed Practice 1, 3 and 26.

Practice Takeaway: How to build a plan file from scratch using multiple data sources.

Estimated Effort: 2+ hours, depending on Q&A.

Learning Materials: TBD

Learning Objectives:

• Review campaign objectives, the data supplied and what is needed for the Content Objects/ADORs for all campaign touchpoints.
• Create a new plan file using two data sources and build Content Objects based on the campaign's requirements.
  • Using the Getting Started plan wizard
  • Review the wizard created objects (use only recipient data)
• Add another data source.
• Use the wizard to add a data source, explain the differences
• Create a user view for the additional data source
• Review and discuss the SQL required
• Create ADOR objects or Table Object 
• Discuss or use User View QLingo functions
• Create and use variables (as needed)
• Create and use a custom function
• Discuss dials, insert expression, and other features.