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Templates - Types and Descriptions

A core strength of the G2D framework is that nothing is wasted. In all areas you can save and re-use objects by turning them into templates - from simple segments to Output Layouts and even Campaign Tactics. If you are unsure, you can always right click on an object and there will inevitably be a 'Save as Template' option.

Segments

Defines specific audiences. For use in campaigns, reports, charts, query forms, etc…

  • Segments can be scheduled. For instance – when creating an engineered field that creates a new field in a table, user may want to schedule that to run every morning. When creating a segment, set the schedule prior to saving it for the first time. Schedule tab can be found by clicking the “I” icon in the upper left corner of the segment document.

Program

Defines a universal audience – a global set of inclusions and exclusions that can be applied to child campaigns

Tactics

A marketing action that takes place as part of a campaign – such as an email, direct mail piece, or output of data.

Charts, Venns, Cross-tabs

Data visualization tools that can be used stand-alone, within documents, within dashboards.

Query Forms

A questionnaire that calculates a segment based on simple user input. A query form can also help establish on-the-fly segments and segment templates.

Field Group Layouts

A group of data fields used within tactics or output tools that add consistency to tactic-specific file output. Ensures consistency in the data flowing back into the Open Intelligence campaign tables for future analysis.

Engineering Fields

Create new fields and columns from base data for better analysis and understanding of the data.

Dashboards

Present data in the form of charts, grids, and other visual tools. Inline filtering and query forms allow for granular drill-down into the data.

Campaign

Although not a template, campaigns can be re-purposed and “saved-as” for similar touchpoints. Use the “Brief” field in the campaign overview tab as a summary of objectives and rules for future use.

Report

A stand-alone version of the configuration of other tools. User can configure measures, columns, rows and filters, then save the item for use in future grids, charts, etc.

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