We've just released another long-awaited feature in Atlantis! You can now make custom queries for your companies and generate your own counts!
Many customers have asked us for the ability to generate counts themselves so that they can adjust the number of days, or multi-buyers, or other parameters, to see how it affects their numbers. In response to these requests, and to give you more control over your data selects, we've created a query system you can use to see this information.
The release of this new feature is a two phase process. Phase one is available now and will allow you to make system queries right now. Phase two will add the ability for us to use the query you've created, in your mailing schematic. So, instead of telling us the selects, and we run them and give you counts, you can run them and simply tell us the query Select Code you've assigned to it and we'll include it in your schematic.
Phase two is purely an optional feature that you can use if you choose. If you'd rather us run your selects, that's fine too. We want to give you as much control over your data and as much information as you choose to have.
To use the Custom Transaction Query feature, go to the "Mail Planning" menu option, then select "Custom Transaction Querys."
In our example, there is one query listed. The "Code" is the query name which you would give it. The description is whatever description you would like, and the date is the date the query was created. To add a new query click "Add" in the upper left corner.
A box will open up containing all the parameters you can set for your query. These are the rules the system will use to make your selects. Refer to the corresponding letters below the screenshot to understand each field.
A. Select the country for your query.
B. Check the "Paids Only" box if you want buyers only. If you want all responders, including Frees, do not check this box.
C. If you only want to select transactions within a certain dollar amount range, check the "Use Transaction Amount Range" box. Then use the fields directly below it to select the Minimum and Maximum transaction amount. You can use the arrows or simply type in the amount. If you have no maximum amount, just set it for any amount higher than your purchase amounts, like $100 for example.
D. Select the minimum number of multibuyers for your query. If you want all buyers, no matter how many times they've purchased, leave this at zero. The multibuyer Maximum is defaulted to 99999, but you can set a maximum number if you like. Remember that if you want only buyers, you must check the box lettered "B" in the screenshot. Otherwise, the Multibuyer minimum is actually a Multi responder minimum.
E. The "Select Data from Company" field will default to the 3 letter Company code for the Company you are in. If you have access to more companies, you can put the 3 letter code for one of those companies in this field.
F. The "Listcode" is a 4 character designation which you can give to this particular selection. You can include more than one selection in your query.
G. Check the "Use Days from Today to Select Data" box if you want the system to count back from today.
H. If you checked the box in G above, then the "Day Range Begin" field will be a 0. In other words, the system will count back starting with today. It will skip 0 days. If you don't want to use today as the starting point, then you would put the number of days to skip before counting, in this field. For example, let's say today is Friday, and you want to pull data going back 30 days from last Friday. You would put a 7 in the "Day Range Begin" field. They system will skip the 7 prior days to today, and start counting back from that point (which would be last Friday).
I. The "Day Range End" field is where you put the number of days to include in the select. 30, 45, etc.
J. If you do not want to use the Day Range Begin and End fields and want to key in the dates instead, you can use the "Beginning and Ending Date" fields.
|Frees Only||Uncheck "Paids Only" and uncheck "Use Transaction Amount Range" and don't fill in "Transaction Min and Max" fields.|
|Paids Only||Check "Paids Only". You may or may not check "Use Transaction Amount Range" and "Transaction Min and Max" fields to specify a range. You will get all buyers if you do not check "Use Transaction Amount Range".|
|Frees and Paids||Uncheck "Paids Only" and check "Use Transaction Amount Range". Set the "Transaction Min and Max" fields to the desired amounts; or use 0 to 99999 to select all buyers.|
When you are finished setting your selection rules, click "Save" in the upper right corner of the box. For our example, we're going to run a second select with different parameters, as shown in the below screenshot.
You can now see both of our selects on the screen as shown below.
You can move a rule up or down to change it's priority, if you like. You can also delete a rule. When you are ready to run your query using the selects you've chosen, click "Process Selection Now." The screen will go back to the main "Custom Transaction Query" screen where your queries are listed. Depending on the amount of data transactions in your select, it may take a minute or more to get your results.
We will be adding a message feature that will pop up and tell you when the query is finished. But for now, wait a few moments, then open your query back up by double clicking it from the Main Custom Transaction Query screen as shown below.
If the query is finished running, you will see it listed in the bottom section of the screen under "Previous Selects" as shown below.
The "Selected" column shows the total results. The "Dupes" shows the number of duplicate customers, and "Unique" shows the number of unique customers.
You can change the parameters of your selection rules by double clicking on your rule and changing any of the fields, and resaving it. You can then click "Process Selection Now" again, wait a few moments, come back and check it, and you'll see the new results listed in the Previous Selects section again, right above the prior results. The most recent selection results will always be listed first. You can add, delete, or change rules and rerun your selection until you get the results you're looking for.
Play around with this feature and let us know what you think. If you have suggestions for improvements to it, we want to hear them! We want you to have all the information about your data at your fingertips and feel this new Custom Query feature is a terrific way for you to do just that.
If you need assistance in using the Query feature, or have any questions at all, just let us know.