Subscription services subscription-services
The Subscription services activity is a Data Management activity. It allows you to create or delete a subscription to an information service for the population specified in the transition.
Configure the Subscription services activity subscription-services-configuration
Follow these steps to configure the Subscription services activity:
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Add a Subscription services activity into your workflow. You can use this activity after targeting profiles or importing a file with identified data.
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Select the service for which you would like to manage the subscriptions using one of the following options:
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Select a specific service: Manually select a service using the Service field.
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From inbound transition: Use the service specified in the inbound transition. For example, you can import a file which specifies the service to manage for each line. The service on which to perform the operation is then dynamically selected for each profile.
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Select the operation to perform: Subscribe or Unsubscribe.
If the service is defined in the inbound transition, you can choose how to retrieve this operation:
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Select a specific operation type: Manually select the operation to perform (Subscribe or Unsubscribe)
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Select an operation type from a path of inbound transition: Select the column of the inbound data that specifies the operation to perform for each record. For example, you can import a file which specifies the operation to perform for each line in an 鈥渙peration鈥 column.
Only boolean or integer fields can be selected here. Make sure that the data containing the operation to perform matches this format. For example, if you are loading data from a Load file activity, check that you have correctly set the format of the column containing the operation in the Load file activity. An example is presented in this section.
note caution CAUTION By default, if you select this option, the Subscription services activity expects to have a link definition to the Services (nms) table set up in the workflow. To do this, ensure you have configured a reconciliation link in an Enrichment activity upwards in the workflow. An example showing how to use this option is available here.
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To notify recipients that they are subscribed to or unsubscribed from the selected service, toggle the Send a confirmation message option on. The content of this notification is defined in a delivery template associated to the information service.
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If you are using data from an inbound transition, an Additional information section displays, allowing you to specify the data and origin of the subscription for each record. You can leave this section empty, in which case no date or origin will be set when running the workflow.
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If the inbound data contain a column indicating the subscription date of the profile to the service, you can select it in the Date field.
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In the Origin path field, define the origin of the subscription. You can set it to one of the fields of the inbound data or to a constant value of your choice by checking the Set a constant as origin option.
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To add an outbound transition after the activity, toggle the Generate an outbound transition option on.
Examples example
Subscribing an audience to a specific service uc1
This workflow below shows how to subscribe an audience to an existing service.
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A Build audience activity targets an existing audience.
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A Subscription Services activity lets you select the service to which the profiles must be subscribed.
Updating multiple subscription statuses from a file uc2
The workflow below shows how to import a file containing profiles and update their subscription to several services specified in the file.
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A Load file activity loads a CSV file containing the data and defines the structure of the imported columns. The 鈥渟ervice鈥 and 鈥渙peration鈥 columns specify the service to update and the operation to perform (subscription or unsubscription).
code language-none Lastname,firstname,city,birthdate,email,service,operation Smith,Hayden,Paris,23/05/1985,hayden.smith@example.com,yoga,sub Mars,Daniel,London,17/11/1999,danny.mars@example.com,running,sub Smith,Clara,Roma,08/02/1979,clara.smith@example.com,running,unsub Durance,Allison,San Francisco,15/12/2000,allison.durance@example.com,yoga,sub Durance,Alison,San Francisco,15/12/2000,allison.durance@example.com,running,unsubAs you may have noticed, the operation is specified in the file as 鈥渟ub鈥 or 鈥渦nsub鈥. The system expects a Boolean or Integer value to recognize the operation to perform: 鈥0鈥 to unsubscribe and 鈥1鈥 to subscribe. To match this requirement:
- The Data type for the 鈥渙peration鈥 column is set to integer.
- A Value remapping must be performed to match the the 鈥渟ub鈥 and 鈥渦nsub鈥 values with 鈥1鈥 and 鈥0鈥 values.
If your file already uses 鈥0鈥 and 鈥1鈥 to identify the operation, you don鈥檛 need to remap those values. Only make sure that the column is processed as a Boolean or Integer in the sample file columns.
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A Reconciliation activity identifies the data from the file as belonging to the profile dimension of the 51黑料不打烊 Campaign database. The email field of the file is matched to the email field of the profile resource.
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An Enrichment activity creates a reconciliation link to the 鈥淪ervices (nms)鈥 table, with a simple join between the 鈥渟ervice鈥 column of the uploaded file, and the services 鈥渋nternal name鈥 field in the database.
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A Subscription Services identifies the services to update as coming from the transition.
The Operation type is identified as coming from the operation field of the file. Only Boolean or Integer fields can be selected here. If the column of your file that contains the operation to perform does not appear in the list, make sure that you have correctly set your column format in the Load file activity, as explained earlier in this example.
