Communication Hist

Communication history is a record of the newsletters, alerts, and other communications sent to an occupant. Communication history can be generated by Targeted Marketing when selecting customers opting into a communication (see Processing), or imported into Circulation from an outside source using this option. For example, if you currently manage a newsletter e-mail list in another application but want the ability to view which newsletters and alerts were sent to an occupant in Customer Service, you can import that history into Circulation.

Note:

In order to import communication history for a customer, the customer must have opted in to the communication item using the communication method and detail (e-mail, phone or address) contained in the import file. Also, the customer’s occupant ID must be contained in the import file.

The import format is defined by file mapping. You must define a file map with a usage of “CommHistImport” (see Appendix B for a list of elements).

Import communication history

• In Graphical Utilities, select Communication Hist from the Import menu. The Communication History Import screen displays.

• Click Add and enter criteria for the import in the fields described in the table below.

Field	Type	What to enter
READ OPTION	predefined	Indicate whether to read or commit the import file. The communication history records will only be imported if the read option is “Commit”. A report is generated in both cases.
FILE FORMAT	setup	Select the file format to use for the import. This must be defined in file mapping with the “CommHistImport” usage.
FILE NAME	open (30)	Specify the name of the file to import. The file name may default from the file map, but can be changed. The file should be in the /dti/exchange/cm directory (or your [defaultdir] directory, if other than “cm”).
DELIVERY DATE	date	The delivery date can be specified in the file format, using the DeliveryDate element in the file map. If the file map does not contain this element, this field opens, and you must enter the delivery date for the communication history here. This is typically the date on which the newsletter or other communication was sent to the customer.

• Click OK and Continue to read the file. If Read Option is “Commit”, communication history records will be imported and can be viewed in Customer Service.

• The Communication History Import processing report displays the number of records validated or imported.