Hi folks,
I'm about to write a custom view for use in Mail2 and, rather than starting from scratch, I was wondering if anyone else had one they'd share or have some pointers as to best practice.
I'm in a consortium environment and am aware that I'm going to have to make adjustments to ensure I adhere to our data mining policy (by using local, secure views) and would appreciate hint/tips/tricks from anyone else using custom views.
Thanks!
Martin
Hi, Martin. I guess it really depends what sort of view you need. I made a few views for automatic performance reminders. If the code for those would be at all helpful, I'm happy to share.
The weirdest thing I found in setting up Mail2 custom views was that I had to set up so many with different conditions, rather than just putting fields that would flag certain things. Like I couldn't make one view that had a subscriber Y/N field, I had to make a view that returned subscribers and a separate view that returned nonsubscribers, because according to our marketing guy who was setting up the automatic emails, he could not use such a Y/N field to limit which people were returned.
Another weird thing is that Mail2 can't handle any fields being NULL, and if I returned a blank string or a 0 it messed up formatting, so we finally had to use ' ' as the isnull default value.
A third weird thing is that the performance date it was going to select on had to be named custom_date.
Andrea,
I found this post from two years ago. Would you mind sharing your performance reminder code with me?
I'm finding the post yet another year later! I'm working on a custom view for pre-performance emails, too. Would you mind sharing what you worked up for your view? I've created some very basic views so my knowledge at this point is pretty basic.
Thanks in advance!
Jenny - jagraf@umich.edu
Hey Jenny!
This thread is hilarious, every year or so someone needs this info! Did you happen to get it last time? If so, can you forward it my way?
Thanks so much!
Kyle
..........and since I started this thread, I've written a LOT of views for use in Scheduled Campaigns.
Happy to share if anyone needs a hand!
Hey Kyle!
I didn't get any hits on this post but I did end up creating views for pre-performance emails. I ended up sharing my code with mail2 and they featured it in a newsletter which also lives on their site. Here's the link - http://mail2support.lynch2.com/article/334-automating-gap-deployments-with-custom-views
If you have any questions, feel free to email me. Happy to help!
Jenny -- jagraf@umich.edu