Customer Demographics Maintenance

List Management Module > Maintain Menu > Customer Demographics

General Information

This screen function is included when the optional List Management Module is installed with your M.O.M. system. The function enables you to create a customized database and corresponding data collection screens for specific information related to your customers. The customized customer database is stored by M.O.M. in a file called DEMGRAPH.DBF. As many as 99 different screens of information (or a total of 254 data fields), each with their own title and content, can be created. The fields that you create can be used to collect such information as customer birthday, hobbies, color preference, recreational activities, clothing size, etc. This function is extremely flexible, and data entry fields can be structured as yes/no (logical) questions, numeric, character, free form, or multiple choice (pull-down) variables.

Once the screens (called pages) are created, they are accessed for data entry and/or review in the Customer Information - Demographics screen. Customer demographics data can be studied and used for target list building using the Demographics Query Builder option of the List Management Module. They can also be used as "key words" when creating Customer Notices.

How to Use the Demographics Definition Screen

All of the items on the demographic screens, as well as their position on the screen, color and database variables are under your control. The creation process is entirely graphical and the Demographics Definition Tool Bar makes it easy to add new pages, new screen text as well as four different types of data fields to your customized customer information database.

Using the Tool Bar

The Tool Bar contains the following options. The Text Option is used to add only screen text without adding any field to your customer demographics database. The Data Field options are true information fields that are added to your customer demographics database.

Text Option

Add New Screen Text: Lets you add whatever text you want to the screen. This text might be a screen prompt name for a data field, or instructions or guidelines for your customer service staff. The instructions can take the form of actual text (Ex: Enter information for all of the red fields on this screen!) or even lines made out of characters (Ex: ------,+++++,*****, etc.) drawn on the screen to separate screen sections and/or fields.

Data Field Options

Add a New Character, Numeric or Date Data Field: Lets you add a "fill in the blank" type data field to the screen. This field can be numeric (Ex: Customer's Age), a date (Ex: Customer's birthday), or character (Ex: Customer's spouse's name.)

Add a New Logical Data Field: Lets you add a "Yes/No" type data field to the screen. For example, "Do You Like to Play Baseball." On the screen, a logical field is automatically formatted as a check box and can be set to indicate either an affirmative (Yes) or negative (No) default value when checked.

Add a New Memo Data Field: Lets you add a large free-form scrollable field to the screen to collect information. For example, the screen prompt might say "Additional Information about the customer." A Memo Field would enable the customer service representative to add additional information in a free-form scrollable field.

Add a New Dropdown Data Field: Lets you add a traditional Windows-style choice box with preset choices. For example, the screen prompt might say "What is Your Favorite Color?" The dropdown box could contain - green, red, yellow, blue, orange, etc.

Page Options

Add a New Page: Lets you add a new demographics page.

Modify This Page Title: Lets you change the title of the page.

Add a new image to the page. Any image can be inserted on the page in any file format.

Note: You can move the tool bar anywhere on your screen by dragging and dropping the tool bar with your mouse.

Creating a New Page

1. On the demographics maintenance tool bar, click on and answer "Yes" to the prompt "Do You Want to Create a New Page?"

2. On the demographics maintenance tool bar, click on to display the New Page title pop-up screen and type in the page title.

Retitling an Existing Page

On the demographics maintenance tool bar, click on to display the New Page title pop-up screen and type in the new page title.

Deleting an Existing Page

1. If there are items on the page, delete all of the items from the page first. (See the instructions below for Deleting a Field from a Demographics Screen.)

2. SAVE the page. The blank page is deleted.

3. If there are no items on the page, just SAVE the page. The blank page is deleted.

Adding Text or a Prompt for a Data Field

Note: Remember, text is just words or lines (====, -----, etc.) on the screen. In some cases the text is a set of instructions for your customer service representative, in other cases the text is the screen prompt for a data field that you create. (See the instructions below.)

1. On the demographics maintenance tool bar, click on to display the Demographic Text or Prompt Edit screen.

2. Type the text as required in the LABEL TEXT field and select the color for display on the demographics screen.

3. Press SAVE to return to the Demographic Definitions screen. The new text item is displayed in the upper right corner of the screen.

4. Drag and drop the new item where you want it on the screen using your mouse.

Adding New Data Fields to a Demographics Screen Page

1. On the demographics maintenance tool bar, click on , , , or to display the Demographic Item Edit screen for the type of data field to be added.

2. Complete the appropriate fields on the Demographics Item Edit screen and press SAVE to return to the Demographic Definitions screen. The new item is displayed in the upper right corner of the screen.

3. Drag and drop the new item where you want it on the screen using your mouse.

4. To add a prompt for the new data item, follow the instructions above for Adding Text or a Prompt for a Data Field. Note: For logical data items, you do not have to complete this step because you can add the text label right in the Demographic Item Edit screen.

Modifying Existing Text or a Field on a Demographics Screen

1. Right click on the item on the screen to display the Demographics edit screen.

2. Edit the item attributes for the item as required. When complete, press SAVE to return to the Demographics Definitions screen.

Note: To reposition an item on the screen, just click on the item and drag and drop it with your mouse to the new position.

Deleting a Field from a Demographics Screen

1. Right click on the item on the screen to display the Demographics edit screen.

2. Press DELETE to return to the Demographics Definitions screen.

Adding or Deleting a Graphics Image on a Demographics Screen

1. To add an image, press and select the image file name to be added.

2. To move the image, drag and drop the image with your mouse.

3. To delete an image, select the image and press DELETE.