Hands-on Practice 26: Creating a complex plan file
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.