loyalty-agent-service/docs/specs/archive/onetargeting.md

title, type, status

title	type	status
OneTargeting	OpenSpec	Draft

OneTargeting

Segmentation Definiiton

Requirement Definition

• 1. Segmentation is one proessing to divide a customer base into smaller, that provides a way to narrow down the target audience based on the types of products or services the customers have previously purchased.
  2. This screen allows businesses to create more personalized and effective marketing strategies for each segment, rather than adopting a one-size-fits-all approach.
  3. In the system sides, segement is one combination of more than one criteria, that allows same criteria set may be re-used many times. The most importantly, it allows a more efficient way to setup the targeting customer.

Process Flow

Trigger

• • 1. User access to the OneTargeting Module to create/update new segment.

Pre-Conditions

1. Users have to have access rights in “Segmentation” module to able to access this screen.
2. Depending on the user's access rights, they can view, add, edit, or manually approval.
3. Assume that all criteria are defined as attribute and appear in right panel in message content part to user can drag/drop to setup.

Wireframe

• • • 1. Create /Edit mode

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• • • 1. View mode

Business Rules

1. The same approach as Campaing Rule Crireria screen, OLS system will use Query Builder to build query for this screen.
2. Refer to Rule Criteria section to get more detail about the business rule of this screen. The criterion list are described in the #3.
3. Here are some way that business segment their targeting customer :

Index	Segement Group	Criteria Group	Combination by following Criteia	Segment Example
	Demographic Segmentation	Customer Profile	Age	Life Cycle segment: Children: 0 -14 Youth: 15- 24 Adults: 24- 64 Seniors: 65 and above
Last Name
First Name
Income	Income segment: High-Income Customer Middle –Icome Customer Low-Income Customer
Gender	Male customer Female customer
Marital Status	Singel customer Married customer
DOB	Generation segment: Gen Z: Year DOB from 1997 – 2012 Gen Y: 1981 – 1996 Gen X: 1965 – 1980 Gen W (Baby Boomers): 1946- 1964
Location: Country/State/City/Zip Code	Geography segement: International customer Urban customer Suburban customer Mountain Customer
Customer’s Tenure	Customer’s Tunure Segment (Use Customer Registration) : New customer: under 1 year Early- tenured customer: 1- 2 years Mid-Tenured customer: 2- 5 years Long - tenured customer: above 5 years
Account ‘s Tenure	Account’s Tunure Segment (use AOD) : New customer: under 1 year Early - tenured customer: 1- 2 years Mid-Tenured customer: 2- 5 years Long tenured customer: above 5 years
Account’s Status
Next AOD
Customer’s staus	Used in the many segment that
	Behavior Segmentation	Transaction	Last transaction /Integration	Churned customer : E.g Last transaction is more than 6 months ago and customer status is active
Transaction Frequency: Should be tracked in the specific period such as day/week/month / Quarter/Year/Custom period to determine for following criteria : * + 1. Total number txn frequency on the specific period. 2. Avegare txn frequency	Customer Segment: High-Value Customers: frequency range depend on each business rule Medium-Value Customers: frequency range depend on each business rule Low-Value Customers: frequency range depend on each business rule
Customer Recency: When was the last transaction/ integration.
Total spending value: How much customer spends (total nett transaction amount)
Transaction Date	Peak –Time customer: E.g Transaction date is on special day Transaction date on weekend (day of the week) Midnight transaction (Time of the transaction) Consistent-Time Customers: E.g Transaciton do on each the first day of the month Flexible-Time Customers E.g Transaciton is on specific day
Transaction Time
Merchant: Coporation/Chain/Store/MCC	Use with another crieteria or itself only to create specific segment
Merchant Group: Coporation/Chain/Store/MCC Group
Transaction Description
Transaction Category
Transaction Gross Amount
Transaction Nett Amount
	Flexible segment	Attribute	Attribute Criteria
	Psychographic Segmentation	Item	Favorite Category	Life Style segment Interest segment Opinion segment
Favorite Item
To be added when implement onedisplay so that we can have the data source for collect the Psychographic Segmentation from survey to decision the marketing strategy

Post-Conditions

• • • • 1. Each segment are used to define the targeting customer on the marketing module.

Exception Flow

Audience Upload

Requirement Definition

Provide a user –friendly interface to marketers to manage audience uploads.

Process Flow

Trigger

Pre-Conditions

1. Users have to have access rights in “Audience Upload” module to able to access this screen.
2. Depending on the user's access rights, they can view, add, edit, or manually approval.

Wireframe

Business Rules

Users are able to upload a customer data for targeted marketing campaigns by uploading a file into the system.

The system should allow users map data from their source files to the required platform fields by accepting the CSV, excel spreadsheets.

The system validates the uploaded data to ensure all required fields are present and in the correct format

Screen descrition

Index	Field (EN/VN)	Description	Data Type
Listing page
	Audience Name /Tệp khán giả	Name of the audience	Dipslay
	Description /Mô tả	Audience description For use refer only	Display
	File size /Dung lượng tệp	The file size	Display as number format
	[Image Removed]	By clicking here to download the audience. This should be orginal file tha user already uploaded.	Button
Create/Edit Mode
	File ID */ ID tệp	Audience identifier For system refer only	X(10)
	Audience Name */ Tệp khán giả	The name of the audience Should be uniquie value in the system.	X(50)
	Description /Mô tả	Audience description	X(200)
	Upload file */ Đăng tệp tin lên	This option allow users upload file from their divice. The file shoud follow system’s format. Just allow CSV, xls, xlsx extension and file size should less than or equal to 50 MB. User can drag/drop or choose browse file from their device.	Button

Post-Conditions

Exception Condition

Customer Audience

Requirement Definition

Process Flow

Trigger

Pre-Conditions

Wireframe

Business Rules

Post-Conditions

Exception Flow

End of Document