Automating Regular List Pulls

Is anyone out there automating regularly scheduled list pulls and how are you setting it up?  I know it's fairly straightforward to do this if you schedule the execute an output set to run off a dynamic list.  But, how easy it is to do using extractions?  It doesn't seem like there is a way to schedule one extraction to run everyday (over and over again), so do I need to make 365 copies of a daily extraction and schedule all of them one-at-a-time?  I'm also not sure of an easy way to schedule the output set since this runs off the list manager list which isn't created until after the extraction has run.  

Thanks,

Chuck 

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  • Former Member
    Former Member $organization

    We're just setting up some regular extractions to take place every night, and I've done the following:

    • Set up the extraction the way you want it in Extraction Manager
    • Save a list with no criteria in List Manager for the results
    • Create a local table to store the extraction ka_no and the list_no pair
    • Create a stored procedure which uses a cursor to run through the local table, executing the extraction and saving the results into the list for each pair.
    • Schedule the stored procedure to run each night 

    If you would like me to share the stored procedure with you, let me know.

    We don't need to export the results out into a file each night, so I don't know how far this will help you.

  • This sounds interesting and seems like some of the steps could be useful.  Most of the extraction pulls I would like to automate are lists that do need to be promoted and emailed off to someone.  One example, we pull a list of new buyers each day using the same extraction, promoting to an appeal, and then emailing to the Box Office so they can be mailed a welcome brochure.  

    I've looked at a few options:

    Option A. Using a Dynamic List and setting up the Execute an Output Set on a schedule to email the list daily.  The downside of this is 1. there is no way to promote the names each day to the Appeal for tracking and 2. there are limitations with what kind of criteria and suppressions can be included in one single list (although I'm exploring writing all of the query through a Manual Edit in the list so that I can include all of the segments an extraction would allow).

    Option B.  Using an Extraction Set and scheduling the Extract Constituents to run, promote to an Appeal, run the Output Set and save to the destination file.  However, the scheduler on Extract Constituents can not be scheduled to recur daily so for a daily extraction I would need to setup one extraction for every single day of the year and schedule all of them one-at-a-time.  This is obviously not realistic.  Another downside is that the file cannot be emailed so someone still has to remember to go into the drive and retrieve the file each day. 

    Has anyone found a way to automate any of this through a combination of extractions, lists and some kind of utility or stored procedure?

    Thank you,

    Chuck

     

  • did you ever get an answer to this.

    I'm interested in having Telemarketers enter either Notes or CSI when they make or receive calls.  And then build a list that finds those notes or CSIs and creates a promotion record.

    The intent is to track which groups we have contacted and when.  Then if a sale is made sometime later, to be able to use this as an in-house source code to be associated with the order...

    This could also potentially be used to schedule/plan followup calls if there was not a specific action required from the original phone call.  

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  • did you ever get an answer to this.

    I'm interested in having Telemarketers enter either Notes or CSI when they make or receive calls.  And then build a list that finds those notes or CSIs and creates a promotion record.

    The intent is to track which groups we have contacted and when.  Then if a sale is made sometime later, to be able to use this as an in-house source code to be associated with the order...

    This could also potentially be used to schedule/plan followup calls if there was not a specific action required from the original phone call.  

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