MOM Helpers Online Help - List Management Queries

MOM Helpers Online Help

List Management Queries - Creating and Modifying

What Is A Query?

A query is a set of include and exclude statements that define which customers and/or prospects are to be included in a target list. Like a kind of arithmetic formula, the query's include and exclude statements either add or subtract names from your M.O.M. customer database. When you "compile" your query, you ask M.O.M. to apply your formula to your M.O.M. customer database to create a list. Once it is created, a query can be saved and used again. If you change one of the statements in your query or if one of the statements in your query contains "date qualifiers, " the results of each compile of your query will be different. Hence, for one query, you can have many different lists. Each list can be saved, printed, exported, used in telemarketing, database purging, etc.

Include and Exclude

When you create or modify a query, you are adding and/or subtracting names based on many different pieces of information in your M.O.M. database. For instance, if in your first include statement you asked for all the customers who purchased your special Aluminum Baseball bat, you'd be "adding" names to the list. If in your next statement you excluded anyone who has not spent more than $500 with your company, you'd be "subtracting" names from the list. The Action Bar Menu contains the INCLUDE and EXCLUDE menus that enable you to select the pieces of information that you want to use to build each query statement. You can INCLUDE and EXCLUDE names in your M.O.M. database by order information or by customer information.

Working with Query Statements

There are six information areas for both include and exclude selection on the List Management Menu.

1. Names

The information for these query statements comes entirely from the customer file. A name selected may be a ordering customer or simply a non-ordering customer in your customer database. There are eighteen different include and exclude criteria available for names information.

Original Source Key - the first source key for the person.
Order Frequency - the number of times they purchased.
Gross $ Spent - the total amount of money spent.
Gross Profit - the total amount of money spent, minus the cost of goods sold.
Address Type - whether they are a ship-to, sold-to, contact, etc.
Customer Attributes - their phone, e-mail, fax, title, etc.
Customer Type - their customer type codes.
Customer Number - specific customers by unique number.
Points and Rewards - based on how many they have accumulated.
Geographic Location - where they live.
Entry Date of Customer - when they first entered your system.
Last Date of Activity - the most recent date of a contact or order.
Mailing Counter - the number of times you have mailed to them.
Demographic Query - any data from your customized demographic screens.
Names from a Previously Save List - from a list created and save in List Management previously.
RFM Values - using your formula for determining your best customers based on recency, frequency and monetary value.
All Names - every name in your database.
Names without Orders - only those names who have never placed an order.
Names with Invalid Addr- only those names with either expired, invalid, or unvalidated addresses.

2. Names from Orders

The information used in these query statements comes entirely from the file of orders in your M.O.M. system. Therefore, these query statement only find the names of ordering customers in your customer file. There are four different include and exclude criteria available for order information.

Order Information - a free form screen that lets you select orders by just about any parameter.
Stock Number - orders with specific stock items.
Product Class - orders with specific types of items based on the Product Classification Code.
Source Key - orders based on the source key entered with the order

3. Names from Catalog Contact Entries

The information for these query statements comes entirely from the contact history stored for customers, specifically, from all the requests for catalog mailing labels entered in the Customer Contact screen and/or using the Create Catalog Contact Entries for Defined List function in the List Management Module.

4. Names from Customer Notice Contact Entries

The information for these query statements comes entirely from the contact history stored for customers, specifically, from all the requests for customer notices entered in the Customer Contact screen, Order Entry screen, or using the Send Notice to Defined List function in the List Management Module.

5. Names from Phone Contact Entries

The information for these query statements comes entirely from the contact history stored for customers, specifically, from all the telemarketing entries entered in the Customer Contact screen. This menu selection is only available if the optional Telemarketing Module is installed with your M.O.M. system.

6. Names from Subscriptions

The information for these query statements comes entirely from the subscription information entered for subscription orders and is used to fill subscription orders. This menu option is only available if the optional Subscription Management Module is installed with your M.O.M. system.

7. Names from Club Memberships

The information for these query statements comes from customers who participate in Club Membership plans, whether as a Bill To, Recipient or both. It is used to generate customer notices, especially those
for club membership renewals.

Adding a New Include or Exclude Statement

Select INCLUDE or EXCLUDE from the Action Bar.
Select the specific piece of information upon which to base the include or exclude statement.

Adding a Source Key to an Include Statement

To apply a specific advertising source key to names in an individual include statement, select the statement with your mouse and press the ADD SOURCE KEY button and enter or lookup the Source Key. This source key is printed on the customer mailing label for names included with that statement and enables you to track response from a mailing by specific groups of names in a list. Note: As an alternative, you can enter a Source Key for List in the List Details section of the screen that applies to all names for all statements.