Configuring Data Rollups for Promotions
If you are a Marketing Manager, you will require historical purchase data of customers and what products they have purchased. This information helps you effectively strategise and plan specific details for your promotion plans.
The purpose of a data roll-up is to convert different categories of historical purchase information into variables. You can use a data roll-up to generate a result that aggregates a hierarchy of values for one or more parameters.
For example, you are a Marketing Manager for a global electronics and consumer durables company. One of the products you want to promote is televisions. You must consider purchase history patterns of your customers from different geographical locations before you begin to strategize your promotion plan for each location. The purchase, pricing, and applied discount patterns for TVs varies greatly from one region to another. Notably, customers in the United States are more inclined to purchase TVs and other consumer durables for Thanksgiving which is in November. Your customers in China on the other hand, are inclined to make such purchases during the Chinese New Year which is celebrated in February. There are more subtle differences such as your customers’ brand loyalties that you can learn about using a data roll-up of historical purchases.
With Conga Incentive Management, you can base your promotions on historical information such as how much your customers spent on specific products in a specific period.
The following table lists the factors you must consider and define to create a data roll-up.
|
Component |
Description |
|
Data Source |
The Order line items and the Cart line items that your customers purchased are the source of all your historical purchase information. |
|
Roll-up period |
The period for which you want to measure the sales of a specific product or service. You must define this period with a specific Start Date and an End Date. |
|
Roll-up function |
A function is the operations you can perform with the data roll-up. At this time, SUM is the only function you can use. |
|
Roll-up metrics |
The metrics are factors that determine your customers’ purchase behaviour. The two metrics you can use are
|
|
Roll-up criteria |
The criteria the basis on which you roll-up historical purchase data. You can use data directly or reference it from the Account, Product, and Contact fields or their child records. |
|
Group by |
A groups is the parameter that defines how you categorize information in your data roll-up. |
|
Roll-up scope |
The scope defines the limits of your data roll-up. The scope is a mechanism to filter the list of the data roll-up that you must evaluate for a specific order. |
Data Rollup Workflow
You must create a data roll-up to define the criteria, benefits, and the dimensions of a promotion plan.
Creating a Data Rollup
To create a new data roll-up,
