Summary / TL:DR: This article provides instructions on how to complete list runs for house pulls using selects sets in Advantage.
Completing JIRA Ticket
Create ticket in JIRA – include Promo Code, List Name/Pub Codes, Select and Expected Qty
JIRA ticket number to use as Select Set Name for next step
Promo Code | List Name /Pub Codes | Select | Expected |
DCPGRY423 | OXFORD CLUB PUBLICATONS (OXF, OXE, BRK, MWL) | ACTIVES, DMS, ALL AVAIL | 869 |
DCPGRY424 | THREE FOUNDERS PUBLISHING (ALR, ,GGR) | ACTIVES, DMS, ALL AVAIL | 2,664 |
DCPGRY425 | PARADIGM PRESS (AWN, RLL, TS1) | ACTIVES, DMS, ALL AVAIL | 260 |
DCPGRY426 | ST PAUL RESEARCH (TEK,LIR) | TEK & LIR ACTIVES, DMS, ALL AVAIL | 386 |
Creating Select Set in Advantage
1. Add New Select Set
2. Fill out the following fields:
Select Set Name | Jira ticket number (ex: J178734) |
|---|---|
Select Set Description | Use Publication Code for Direct mail campaign you are handling |
Process | Select Sub-Gen Prev Sel File & Mail (LST36A) |
Select Set Type | LST Sort Select (LSTSRTSEL) |
Data Source | Will automatically default to Subscription List Selection Process Data |
Building Select Set and Segments
Hit ‘View SQL’ toggle and enter the following:
SELECT DISTINCT SUB.*
FROM CIRSUB_M AS SUB
LEFT OUTER JOIN CDSCTM_M AS CTM
ON CTM.CTM_NBR = SUB.CTM_NBR
LEFT OUTER JOIN CDSADR_M AS ADR
ON ADR.CTM_NBR = SUB.CTM_NBR AND ADR.ADR_CDE = SUB.ADR_CDE AND ADR.ADR_FLG = '0'
LEFT OUTER JOIN ARPCRD_M AS CRD
ON CTM.CTM_NBR = CRD.CTM_NBR
WHERE ((SUB.PUB_CDE IN (ENTER PUB CODES HERE) AND SUB.CRC_STS IN ('C', 'E', 'P', 'R') AND ISNULL(ADR.CUN_TYP, ' ') = '' AND SUB.BIL_STS <> 'C' AND ISNULL(CTM.REC_STA, ' ') = 'A' AND ISNULL(CTM.PROMO, ' ') <> 'N' AND ISNULL(CRD.CRD_STS, ' ') NOT IN ('3', 'H')))
Change the pub codes to include all pub codes that will need to be included in the list pull.
Example:
2. Create new segment for each promo code/list to be pulled (hit + sign on Segmentation line)
3. Select ‘Properties’ icon -
4. Fill out following fields:
Name | Enter List Name and Segment |
|---|---|
Output Filename | Enter Promo Code |
Seed Group | Select ‘namebank seeds (NB)’ |
5. Create Select Segmentation
*Example below of criteria for Oxford Club pub codes, DMS Actives
Selecting pub codes (for more than 1 code select “Is In List”, if only 1 pub code being pulled use “Is Equal To”
To Select DMS names use the following – Promotion Code Is Equal To D
To Select Actives use the following – Circulation Status Is In List R,P
Expires – use Circulation Status Is Equal To E
Always include the following – Customer Is Blocked Is Equal To No
6. Once the Select Subscriptions are completed for all segments then we can run LST36A process in Advantage.
Running LST36A
Open Advantage Production Area – Select Processes and run Report ‘LST36A’
‘Request Process’ Dialog box will open. Select Options Tab
Select Set | Jira Ticket Number |
|---|---|
Output File Name | Jira Ticket Number |
List Identifier | 1 |
3. Select Printing Tab
4. Change Export to H and then hit Submit to run
Retrieving Report and Mail File
Once file is finished running in Advantage go to \\maui\advprod\PubProd\reports\operations
Select year/month and then day process was run
Enter Jira ticket # in search box
Open report to verify promo codes and counts
To retrieve Mail File(s) go to \\maui\AdvProd\PubProd\seq and type in promo codes in ‘Search seq’ box and select mail file.
Open to make sure that data was loaded and then zip it, password protect it and ship it to MMI.
Wrap up
You should now be able to complete list runs for house pulls using selects sets in Advantage.
Still need help?
We know this can be frustrating. To get further help please open a Support ticket.
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