Hands-on Practice 25: Creating Campaign Logic (Basics using uPlan, if app)
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