Using Local Variable Pick lists

As discussed when looking at the use of the Variable Element, Variables are data items that do not have a fixed value. They can be set up by the marketer and also at the point of execution of a phase in a campaign.

Variables are used to dynamically define attributes for recipients as they pass through an engagement cycle, for example a treatment code or an engagement score. The values are derived from a fixed list, or extracted from a database column, or can be entered manually.

Once a Global Variable has been created, it can be used in any campaign and will consistently report on values within the creative or output, as part of the Campaign history data capture process. For some variable usage, the marketer may have a number of variable values that will need to be applied multiple times across the flow of a campaign and to avoid repeated manual input, these values can be set up in a Pick list.

If that pick list is consistent across all campaigns, a global pick list can be created, but if the values only apply to the specific campaign, and indeed if another campaign requires a new pick list with different values, the option of local Pick Lists is ideal in this scenario.

This feature allows the construction of the pick list values for a global variable, but with a local scope, so your pick list is only visible to you in this campaign. Another great feature is that this will also allow new pick list values to be added, or old values to be removed, while the campaign is still active.

Adding local pick list values for a global variable

1. Either open an existing campaign in Campaign View, or create a new campaign by clicking the New Campaign button in Campaign View. Note that if opening a new campaign, it must be saved before a pick list can be added
2. Select the Variables option on the Ribbon Bar which will display a Variables slide in displaying
   • Variable name - name of the created variable.
   • Variable Data Type - Data type of the created variable.
   • Variable level - for more detail see Creating Global Variables.
   • Set To - defines how the variable is currently configured.
   • Default - displays default variable value if set.
3. Click on the edit icon to display details for the selected variable.
4. The Add a local choice option can be used to add new Pick List items to this variable.

• Creating and editing campaigns in Campaign View
  • Creating Audiences Overview
  • Adding and Removing Elements
  • Timer Elements
  • If Branch Element
  • Sample Split Elements
  • Control Group Element
  • Variable Elements
  • Using Local Variable Pick Lists
  • Using campaign Pick Lists for Variables
  • File Output Elements
  • Email Elements
  • Omni Channel Element
  • Events
  • Campaign Settings