Search rule setup
Target groups are defined using search rules. A search rule consists of a field name in the database, a relational operator and a reference value. The search rule GENDER = 1, for instance, filters all female recipients (0 = male, 1 = female, 2 = unknown) from the database. Detailed information can be found in chapter "Searching for fields". The following table lists all valid relational operators:
Relational operator |
Description |
---|---|
= |
Field value and contents are identical. The reference value may be a number or text. |
<> |
Field contents and reference value are different (unequal). The reference value may be a number or text. |
> |
The field content is more than the reference value. The reference value may be a number or text. If it is text, the sequence in the alphabet matters, i.e. b is more than a. |
< |
The field content is less than the reference value. The reference value may be a number or text. If it is text, the sequence in the alphabet matters, i.e. a is less than b. |
MOD |
Modulo Operator; for an explanation see chapter " List split using MOD". |
IS |
Contents check; for an explanation see chapter "IS and NULL or NOT NULL". |
LIKE |
The field content is like a reference text containing wildcards (see chapter "Drop-down list for relational operators"). |
NOT LIKE |
The field content is not like a reference text containing wildcards (see chapter "Drop-down list for relational operators"). |
<= |
The field content is less than the reference value or equal. The reference value may be a number or text. If it is text, the sequence in the alphabet matters, i.e. a is less than b. |
>= |
The field content is more than the reference value or equal. The reference value may be a number or text. If it is text, the sequence in the alphabet matters, i.e. b is more than a. |
The OpenEMM uses predefined fields for the recipient database. The search rule uses those fields as well as any user-defined fields (see chapter "Extending recipient's profiles"). The following table lists all fields which are valid for a target group search rule.
Field for internal use |
Description |
---|---|
CREATION_DATE |
Date when the recipient was entered into the database. |
CUSTOMER_ID |
The OpenEMM will automatically assign a customer ID to all new recipients. This ID is unique. Each recipient can be identified unmistakably by his or her CUSTOMER_ID. |
DATASOURCE_ID |
ID of the data source from where recipient data were imported. If csv data is imported, the OpenEMM will automatically assign an ID (see chapter "Import function for recipient data") per recipient profile. |
Recipient’s e-mail address. |
|
FIRSTNAME |
Recipient’s first name. |
GENDER |
Recipient’s sex (gender). The OpenEMM uses numbers to identify a recipient’s sex: 0 means male, 1 means female, and all recipients whose sex is unknown are marked 2. |
LASTNAME |
Recipient’s last name. |
MAILTYPE |
Which mail type the recipient selected. 0 means text, 1 is HTML and 2 means Offline-HTML. |
CHANGE_DATE |
Date of last profile change. |
TITLE |
Recipient’s title (Dr. etc.). |