Targetnet | Customer Info Mgmt UI Spec

CONSUMER INFORMATION MANAGEMENT
Design Document

Requirement B: Consumer Information Analysis & Reporting – Version 1

Author
Beth Goldman

Date
May 7, 2001

Bermuda 3 – Interface
Design Document
Requirement B: Consumer Information Analysis & Reporting – Version 1 1 of 30

TABLE OF CONTENTS

Consumer information management ................................................................................................................1
Table of Contents..............................................................................................................................................2
Description........................................................................................................................................................3
Specifications....................................................................................................................................................3
Segmentation Report.....................................................................................................................................3
Templates....................................................................................................................................................15
Consumer Segments...................................................................................................................................17
Export Data..................................................................................................................................................21
Notes...............................................................................................................................................................26
Related Documents.....................................................................................................................................26
Appendix 1: screen flow diagrams..................................................................................................................27
Section 1: Segmentation Report..................................................................................................................27
Section 2: Templates...................................................................................................................................28
Section 3: Consumer Segments..................................................................................................................29
Section 4: Export Data.................................................................................................................................30

Design Document

DESCRIPTION
This document describes the screen designs required for Consumer Information Analysis & Reporting within
the current COMPAS system. The designs are based on the requirements from Section B: Consumer
Information Analysis & Reporting of the Customer Information Management System PRD.

SPECIFICATIONS
Consumer Information Analysis & Reporting will be added as a main section of the COMPAS system –
Consumer Analysis. The section allows users to perform analysis across any non-personal permission
based consumer information that has been collected through ActiveDialog Ads. The ability to export
consumer data (including personal information) for either the entire consumer base or a subset of it is also
provided. This section includes 4 main sub-sections:

 Segmentation Report
 Templates
 Consumer Segments
 Export Data

Navigation between sub-sections can occur at any time, but any changes made on the initial screen will not
be saved.

Segmentation Report
The Segmentation Report provides the ability to perform analysis across any non-personal permission
based information in order to define consumer segments. This sub-section is the default for the section. The
Segmentation Report consists of the following screens:

 Setup (1of 2) – Segmentation Criteria
 Setup (2 of 2) – Report Options
 Segmentation Report
 Modify Segmentation Criteria
 Save as Segmentation Report Template
 Save as Consumer Segment

The flow between the screens can be seen in Appendix 1 – Section 1: Segmentation Report. The
functionality of the screens within this sub-section is outlined below.

Segmentation Report – Setup (1 of 2) – Segmentation Criteria
This screen allows users to setup the Segmentation Criteria for the Segmentation Report. Queries can be
made using any combination of non-personal consumer information items and categories in order to report
on only Consumers who meet specific criteria. For example, the user may only want to analyze results for
consumers who are Male (target demographic) and have opted into receive a follow-up email message.

The UI provides the ability to filter the Consumers by any number of non-personal information items in any
number of categories. Saved sets of defined Segmentation Criteria, called Consumer Segments can also be
used to filter data. Consumer Segments can include any number of items from any number of Categories as
well as any number of other Consumer Segments (see Segmentation Report in this sub-section, and the
Consumer Segments sub-section for more information about Consumer Segments).

Users have the option of defining the Boolean relationships between Categories and/or Consumer
Segments. Selecting ‘All’ acts as an AND operator (consumers must meet all of the criteria) in order to be
valid. Selecting ‘Any’ acts as an OR operator (consumers must meet ANY of the criteria in order to be valid).
Users can create complex queries by creating multiple Consumer Segments and combining them. Selecting
multiple items in a category always defines an OR relationship (i.e. Favourite Colour = blue OR green), since
no one person can match more than one item within a category the resulting number of Consumer matches
would always be ‘0’.

Note: if more than one item of a category has been selected across Consumer Segments, or between a
Consumer Segment and a Category, and the relationship defined is ‘AND’, the result will be ‘0’ Consumers.
We may want to consider checking to see if this error has occurred and warn the user.

Design Document

Figure 1: Setup (1 of 2) - Segmentation Criteria Screen with no pre-defined Consumer Segments

Figure 2: Setup (1 of 2) - Segmentation Criteria Screen WITH pre-defined Consumer Segments

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Setup (1 of 2) – Segmentation Criteria Feature Controls
Name Type Tab Order Default Description
Match…of the Drop- 1 ‘All’ This control allows users to define the BOOLEAN
following… down List relationship between Consumer Segments and/or
Categories. The control includes an ‘All’ (AND) and ‘Any’
(OR) option.
Consumer Check Box 2-n N/A All pre-defined Consumer Segments appear within this
Segments List section. Multiple Consumer Segments can be selected (but
do not need to be) in order to refine the segmentation. If
there are no pre-defined Consumer Segments, text
describing how to add consumer segments will appear.
Categories Check Box 3-n N/A All items for all Non-personal information categories appear
List OR within this section. Users can select one or more items of a
List Box category in order to refine the segmentation. If there are
more than 8 items in a category, a list box will appear
instead of check boxes. List box functionality is TBD. The
selection of Category items is not required.
Next Button 4 N/A Accepts the segmentation criteria and navigates to the Setup
(2 of 2) – Report Options screen.

Segmentation Report – Setup (2 of 2) – Report Options
The 2nd setup screen (Report Options) provides the ability to define the date range for the report as well as
specify the report layout. The default date range is from the Campaign Start Date to the Campaign End
Date.

Any non-personal permission based information Categories can be set as the primary and secondary rows
and columns for the report. If no Categories are selected, the total number of Consumers matching the
segmentation criteria will be displayed in the report.

Figure 3: Setup (2 of 2) – Report Options Screen

Design Document

Setup (2 of 2) – Report Options Feature Controls
Step 1: Text 1 N/A Allows the user to go back to the previous screen
Segmentation Link (Segmentation Criteria). All options on the Segmentation
Criteria Criteria screen will appear as previously set. Changes made
on this screen (Report Options) will not be saved.
Date Range
From Edit 2 Campaign Accepts the entry of dates in mm/dd/yy (numerical) format.
Field Start Date An error message will appear if a date with incorrect
formatting is entered, when the user selects the ‘Next’
button. An error message will also appear when ‘Next’ is
selected if the date is after the Campaign End Date.
(From) Button 3 N/A Opens the Calendar window. The date selected in the
Calendar Calendar appears in the ‘From’ edit field.
Icon
To Edit 4 Campaign Accepts the entry of dates in (numerical) mm/dd/yy format.
Field End Date An error message will appear if a date with incorrect
selected if the date is before the Campaign Start Date.
(To) Calendar Button 5 N/A Opens the calendar The date selected in the Calendar
Icon appears in the ‘To’ edit field.
Report Layout
Rows: Drop- 6 ‘None’ Allows the user to select a Category to be displayed as the
Primary down primary row of the segmentation report. The list will contain
List all of the non-personal information Categories. A Category
does not need to be selected in order to generate the report.
Columns: Drop- 7 ‘None’ Allows the user to select a Category to be displayed as the
Primary down primary column of the segmentation report. The list will
List contain all of the non-personal information Categories. A
Category does not need to be selected in order to generate
the report.
Rows: Drop- 8 ‘None’ Allows the user to select a Category to be displayed as the
Secondary down secondary row of the segmentation report. The list will
the report. The Category selected for the Secondary Row
will appear as the primary row of the report if no Category
has been selected for the Primary row.
Columns: Drop- 9 ‘None’ Allows the user to select a Category to be displayed as the
Secondary down secondary column of the segmentation report. The list will
the report. The Category selected for the Secondary Column
will appear as the primary column of the report if no
Category has been selected for the Primary column.
Generate Button 10 N/A Navigates to the Segmentation Report Screen and
Report generates the report based on the options set.

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Calendar
The Calendar window provides the ability to select a date for the ‘From’ and ‘To’ fields of the Date Range.
Users can either select a date in the calendar or select the date button. There are three date buttons – only
one of which appears at any given time:
 Campaign Start Date
 Campaign End Date
 Today

The Campaign Start Date button appears only in the ‘From’ Calendar. The Campaign End Date button
appears in the ‘To’ Calendar, only if the current date is later than the Campaign End Date. The Today button
appears in the ‘To’ Calendar, only if the current date is before the Campaign End Date.

Figure 4: From: Calendar, To: Calendar with Campaign End Date button, To: Calendar with Today Button

Calendar Feature Controls
<< Button 1 N/A Previous Month. Refreshes the Calendar to display the
previous month in the Month Drop-down List.
Month Drop- 2 Month of Includes all 12 months. The month selected will be
down Campaign represented in numerical format in the date edit field of the
List Start Date initial screen once a day link or date button is selected.
>> Button 3 N/A Next Month. Refreshes the Calendar to display the next
month in the Month Drop-down List.
Year Drop- 4 Year of Includes the year of the Campaign Start Date and all
down Campaign additional years until the Campaign End Date + 1 (just in
List Start Date case). The year selected will be represented in numerical
format in the date edit field of the initial screen once a day
link or date button is selected.
Day Text 5-n N/A Includes all days of the month currently displayed in the
Link Month Drop-down List. Selecting a day (number) closes the
window and forces the selected date to appear in numerical
format in the date edit field of the initial screen.
Campaign Start Button 6 N/A Campaign Start Date
Date /
Appears only in the ‘From’ Calendar. Allows the user to
Campaign End
select the Campaign Start Date. Selecting the button closes
Date / Today
the window and forces the Campaign Start Date to appear in
numerical format in the date edit field of the initial screen.
Campaign End Date
Appears only in the ‘To’ Calendar if the current date is later
than the Campaign End Date. Selecting the button closes
the window and forces the Campaign End Date to appear in
numerical format in the date edit field of the initial screen.
Today
Appears only in the ‘To’ Calendar if the current date is before
the Campaign End Date. Selecting the button closes the
window and forces the Current Date to appear in numerical
format in the date edit field of the initial screen.

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Segmentation Report
The Segmentation Report allows users to perform analysis on the Consumer information collected through
Interactive Ads. Results show the number of Consumers who match the defined criteria and can be viewed
in tabular and graphical format.

The screen allows users to modify the Date Range and the Report Layout of the report, save the
Segmentation Criteria as a Consumer Segment (if the Segmentation Criteria are not already a defined
Consumer Segment) and Save the Report Layout and Segmentation Criteria as a Segmentation Report
Template.

Table item values/cells can be selected in order to refine the Consumer Segmentation. Users can select one
or more cells, and save the selection(s) as a Consumer Segment by clicking the ‘Save as Segment’ button
with the ‘use selected cells to refine segmentation’ Check Box checked.

If no non-personal information categories have been selected for the Report layout, the report will display
the Value (# Consumers) who meet the defined Segmentation Criteria. If no Segmentation Criteria have
been set, the total number of Consumers will be displayed.

Figure 5: Segmentation Report Screen

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Segmentation Report Feature Controls
Tab
Name Type Default Description
Order
New Report Button 1 N/A Allows the user to create a new report. Navigates to the
‘Setup (1of 2) – Segmentation Criteria’ Screen.
Date Range
From Edit Field 2 Campaign Accepts the entry of dates in mm/dd/yy (numerical) format.
Start Date An error message will appear if a date with incorrect
formatting is entered, when the user selects the ‘Update
Report’ button. An error message will also appear when
‘Update Report’ is selected if the date is after the Campaign
End Date.
(From) Button 3 N/A Opens the Calendar window.
Calendar
Icon
To Edit Field 4 Campaign Accepts the entry of dates in (numerical) mm/dd/yy format.
End Date An error message will appear if a date with incorrect
formatting is entered, when the user selects the ‘Update
‘Update Report’ is selected if the date is before the
Campaign Start Date.
(To) Calendar Button 5 N/A Opens the Calendar window.
Icon
Report Layout
Rows: Drop- 6 Selected Allows the user to modify the Category to be displayed as
Primary down List Category the primary row of the segmentation report. The Category
or ‘None’ selected in the previous screen appears as the default. If no
Category had been selected, ‘None’ will appear. The list will
contain all of the non-personal information Categories.
Columns: Drop- 7 Selected Allows the user to modify the Category to be displayed as
Primary down List Category the primary column of the segmentation report. The
or ‘None’ Category selected in the previous screen appears as the
default. If no Category had been selected, ‘None’ will
appear. The list will contain all of the non-personal
information Categories.
Rows: Drop- 8 Selected Allows the user to modify the Category to be displayed as
Secondary down List Category the secondary row of the segmentation report. The Category
or ‘None’ selected in the previous screen appears as the default. If no
Category had been selected, ‘None’ will appear. The list will
contain all of the non-personal information Categories. The
Category selected for the Secondary Row will appear as the
primary row of the report if no Category has been selected
for the Primary row.
Columns: Drop- 9 Selected Allows the user to modify the Category to be displayed as
Secondary down List Category the secondary column of the segmentation report. The
or ‘None’ Category selected in the previous screen appears as the
default. If no Category had been selected, ‘None’ will
appear. The list will contain all of the non-personal
information Categories. The Category selected for the
Secondary Column will appear as the primary column of the
report if no Category has been selected for the Primary
column.
Update Report Button 10 N/A Updates the Segmentation Report based on changes made
to the Date Range and/or Report Layout. The Report display
type (table or graph – see below) will remain unchanged.
Table Link 11 N/A Displays the report in table format. The report is displayed in
report format by default.
Graph Link 12 N/A Displays the report in graphical format.
Date Range Text N/A N/A Displays the date range for the generated report.
Display

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Tab
Name Type Default Description
Order
Date Generated Text N/A N/A Displays the date and time that the report was last
Display generated/updated.
Modify Link 13 N/A Navigates to the ‘Modify Segmentation Criteria’ Screen.
(Segmentation
Criteria)
Segmentation Text N/A N/A Displays the Segmentation Criteria that have been set. If no
Criteria Display Segmentation Criteria have been set, ‘None’ will appear.
Segment Link 14 N/A Appears only if Segmentation Criteria has been and includes
Definitions Consumer Segments. Links to the Segment Definitions Text
Display at the bottom of the report.
Segmentation Report - Table Format (Graph Format TBD)
Primary Text N/A N/A Displays the Primary Row Category. Only appears if a
Row Header Display Primary or Secondary Row has been set.
Secondary Text N/A N/A Displays the Secondary Row Category. Only appears if a
Row Header Display Primary and Secondary Row has been set.
Primary Text N/A N/A Displays the Primary Column Category. Only appears if a
Column Display Primary or Secondary Column has been set.
Header
Secondary Text N/A N/A Displays the Secondary Column Category. Only appears if a
Row Header Display Primary and Secondary Column has been set.
Primary Text N/A N/A Displays the items of the Primary Row Category. Only
Row Items Display appears if a Primary or Secondary Row has been set.
Cells
Secondary Text N/A N/A Displays the items of the Secondary Row Category. Only
Row Items Display appears if a Primary and Secondary Row has been set.
Cells
Primary Text N/A N/A Displays the items of the Primary Column Category. Only
Column Items Display appears if a Primary or Secondary Column has been set.
Cells
Secondary Text N/A N/A Displays the items of the Secondary Column Category. Only
Column Items Display appears if a Primary and Secondary Column has been set.
Cells
Primary Text 15-n N/A Displays the value (# Consumers) based on the row and
Row / Display - column definitions. Cells can be selected in order to refine
Selectable segmentation. Functionality TBD.
Secondary
Cells
Row /
Primary
Column /
Secondary
Column Item
Values
Note Text N/A N/A Displays text that describes the function of selecting cells in
Display order to refine Consumer Segmentation. Appears only when
the ‘Table’ view format is selected.
Save as Button 16 N/A Allows the user to save the Segmentation Criteria as a
Segment Consumer Segment. Appears only if Segmentation Criteria
has been set, and the set criteria is not already a defined
Consumer Segment. Navigates to the ‘Save as Consumer
Segment’ Screen.
Use selected Check Box 17 Un- Includes the selected cells in the definition of the Consumer
cells… checked Segment(s) in the ‘Save as Consumer Segment’ screen.
Save as Button 18 N/A Allows the user to save the Report Layout and Segmentation
Template Criteria as a Segmentation Report Template. Navigates to
the ‘Save as Segmentation Report Template’ Screen.
Segment Text N/A N/A Displays the definition for each pre-defined Consumer
Definitions Display Segment used within the report Segmentation Criteria. All
Consumer Segments (including nested Consumer
Segments) will be defined.

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Modify Segmentation Criteria
This Modify Segmentation Screen provides the ability to modify the Segmentation Criteria for the current
Segmentation Report.

Figure 6: Modify Segmentation Criteria Screen

Modify Segmentation Criteria Feature Controls
Match…of the Drop- 1 ‘All’ See Segmentation Report – Setup (1 of 2) – Segmentation
following… down Criteria.
List
Consumer Check 2-n N/A See Segmentation Report – Setup (1 of 2) – Segmentation
Segments Box List Criteria.
Categories Check 3-n N/A See Segmentation Report – Setup (1 of 2) – Segmentation
Box List Criteria.
OR List
Box
Apply Button 4 N/A Accepts the modifications made to the segmentation criteria,
returns to the ‘Segmentation Report’ Screen and updates the
report based on the modifications.
Cancel Button 5 N/A Cancels all modifications made to the segmentation criteria
and returns to the ‘Segmentation Report’ Screen as it
previously appeared.

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Save as Segmentation Report Template
The Save as Segmentation Report Template provides the ability to save the current Report Layout and
Segmentation Criteria as a Segmentation Report Template. Saved Segmentation Report Templates appear
in the Templates sub-section of Consumer Information Analysis & Reporting.

Figure 7: Save as Segmentation Report Template Screen

Save as Segmentation Report Template Feature Controls
Segmentation Text N/A N/A Displays the Segmentation Criteria defined in the
Criteria Display Segmentation Report. Includes definitions for all
Consumer Segments, including nested Consumer
Segments. If no Segmentation Criteria had been set,
‘None’ will appear.
Report Layout Text N/A N/A Displays the Report Layout defined in the Segmentation
Display Report. If no categories had been defined as rows or
columns in the report, ‘None’ will appear.
Name Edit 1 Segmentation Permits the entry of alphanumeric characters. The
Field Report X default is ‘Segmentation Report X’, where ‘X’ is the next
available number. The edit field will allow the entry of
Maximum 30 characters. A name is required – if no
name is entered and the Save Button is selected, an
error message will appear.
Save Button 2 N/A Saves the Segmentation Report Template and adds it to
the list of Templates in the Templates Screen. An error
message will appear if the name already exists. Returns
to the ‘Segmentation Report’ Screen as it previously
appeared.
Cancel Button 3 N/A Cancels all changes and returns to the ‘Segmentation
Report’ Screen as it previously appeared.

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Save as Consumer Segment
The Save as Consumer Segment Screen provides the ability to save the Segmentation Criteria for the
current Segmentation Report as a Consumer Segment. If table cells have been selected in the
Segmentation Report, multiple Consumer Segments may need to be created and nested in order to define
one all-encompassing Consumer Segment. In this case, the system will automatically create and name
these Consumer Segments (Segment X, where X is the next available number). For example, the cells
selected in the Segmentation Report (see Figure 5 – Segmentation Report Screen) require 3 Consumer
Segments to be automatically created (see Figure 9: Save as Consumer Segment Screen – Table Cells
Selected).

Users can modify the name of auto-generated Consumer Segments in the Consumer Segments sub-section
of the system. The user is always given the ability to name the highest-level Consumer Segment within this
screen.

Figure 8: Save as Consumer Segment Screen – no Table Cells Selected

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Figure 9: Save as Consumer Segment Screen – Table Cells Selected

Save as Consumer Segment Feature Controls
Segmentation Text N/A N/A Describes the Segmentation Criteria being saved.
Criteria Display Includes all Segment Definitions, including definitions of
nested Consumer Segments. Automatically created
Consumer Segments are highlighted.
Name Edit 1 Segment X Permits the entry of alphanumeric characters. The
Field default is ‘Segment X’, where ‘X’ is the next available
number. The edit field will allow the entry of Maximum 30
characters. A name is required – if no name is entered
and the Save Button is selected, an error message will
appear.
Save Button 2 N/A Saves the Consumer Segment and adds it to the list of
Consumer Segments in the Consumer Segments
Screen. An error message will appear if the name
already exists. Returns to the ‘Segmentation Report’,
with updated Segmentation Criteria (Consumer Segment
name appears and Segment Definitions are
added/updated).
Cancel Button 3 N/A Cancels all changes and returns to the ‘Segmentation
Report’ Screen as it previously appeared.

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Templates
Templates are pre-defined/saved Report and Export options that can be used to quickly generate
Segmentation Reports and/or Export Data. The Templates sub-section consists of one screen. The flow
between this and other screens can be seen in Appendix 1 – Section 2: Templates. The functionality of the
screen is outlined below.

Templates Screen
The Templates Screen lists all saved Segmentation Report and Export Data Templates. Templates are
created in the Segmentation Report and Export Data sub-sections. The Segmentation Report Template
includes Segmentation Criteria and Report Layout Options. The Export Data Template includes
Segmentation Criteria and Information Fields Options. This screen provides the ability to delete any
template, and generate Segmentation Reports and Export Data based on template options.

The maximum number Segmentation Report and Export Data Templates that can be created is TBD.

Figure 10: Templates Screen

Templates Screen Feature Controls
Segmentation Radio 1 1st in this Lists all saved Segmentation Report Templates. Clicking
Report Button List and Export on the name as well as the radio button will select the
Templates Data radio button.
Templates If there are no Segmentation Report Templates ‘None’ will
list appear and the Radio Button, Delete Button, Date Range
Controls and Generate Report Button will not be displayed.

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Delete Button / 2-n N/A Deletes the corresponding Segmentation Report
Icon Template. A confirmation dialog will appear (Are you sure
you want to…). If accepted, the template will be removed
from the list. If not, the screen will remain unchanged. The
radio button for the template does not need to be selected
in order to delete the template.
Date Range
formatting is entered, when the user selects the ‘Generate
the ‘Generate Report’ is selected if the date is after the
Campaign End Date.
Icon
formatting is entered, when the user selects the ‘Generate
‘Generate Report’ is selected if the date is before the
Campaign Start Date.
Generate Button 10 N/A Navigates to the Segmentation Report Screen and
Report generates the selected report based on the options set. If
no Segmentation Report Template has been selected, an
Export Data Radio 1 1st in this Lists all saved Export Data Templates. Clicking on the
Templates Button List and Seg. name as well as the radio button will select the radio
Report button.
Templates If there are no Export Data Templates ‘None’ will appear
list and the Radio Button, Delete Button, Date Range Controls
and Generate Report Button will not be displayed.
Delete Button / 2-n N/A Deletes the corresponding Export Data Template. A
Icon confirmation dialog will appear (Are you sure you want
to…). If accepted, the template will be removed from the
list. If not, the screen will remain unchanged. The radio
button for the template does not need to be selected in
order to delete the template.
Date Range
formatting is entered, when the user selects the ‘Export
Data’ button. An error message will also appear when
‘Export Data’ is selected if the date is after the Campaign
End Date.
Icon
formatting is entered, when the user selects the ‘Export
Data’ button. An error message will also appear when ‘the
‘Export Data’ is selected if the date is before the Campaign
Start Date.

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Export Data Button 10 N/A Navigates to the Terms of and Conditions Screen and (if
terms are accepted) exports the selected data. If no Export
Data Template has been selected, an error message will
appear.

Consumer Segments
Consumer Segments are saved sets of defined Segmentation Criteria that are used to filter the Consumer
Information. Consumer Segments can include any number of items from any number of Categories as well
as any number of other Consumer Segments.

The Consumer Segments Section provides the ability to add, modify and delete Consumer Segments. The
section consists of the following screens:

 Consumer Segments
 Add Consumer Segment
 Consumer Segment Properties

The flow between the screens can be seen in Appendix 1 – Section 3: Consumer Segments. The
functionality of the screens within this sub-section is outlined below.

Consumer Segments
The Consumer Segments Screen lists all saved Consumer Segments. The screen provides the ability to
delete Consumer Segments, and to navigate to screens that allow new Segments to be added and existing
Segments to be modified.

The maximum number of Consumer Segments that can be created is TBD.

Figure 11: Consumer Segments Screen

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Consumer Segments Feature Controls
Add (Consumer Text Link 1 N/A Navigates to the Add Consumer Segment Screen.
Segment)
Consumer Text Link 2-n N/A Lists all saved Consumer Segments. Clicking on a
Segment List Consumer Segment navigates to the corresponding
Consumer Segment Properties Screen.
If there are no Consumer Segments ‘None’ will appear and
the Delete Button will not be displayed.
Delete Button / 2-n N/A Deletes the corresponding Consumer Segment. A
Icon confirmation dialog will appear (Are you sure you want to…).
If accepted, the Consumer Segment will be removed from
the list. If not, the screen will remain unchanged. If the
Consumer Segment is used in the Segmentation Criteria for
Saved Segmentation Report and/or Export Data Templates,
or it is used in other Consumer Segments, a warning will
appear (i.e. Templates and Consumer Segment definitions
will be affected…)

Add Consumer Segment
This screen provides the ability to add one or more Consumer Segments.

Figure 12: Add Consumer Segment Screen

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Add Consumer Segment Feature Controls
Segment Name Edit Field 1 Segment Permits the entry of alphanumeric characters. The default
X is ‘Segment X’, where ‘X’ is the next available number. The
edit field will allow the entry of Maximum 30 characters. A
name is required – if no name is entered and either the
Save ore the Save and Add Another Button is selected, an
following… down List Criteria.
Consumer Check Box 2-n N/A See Segmentation Report – Setup (1 of 2) – Segmentation
Segments List Criteria.
Categories Check Box 3-n N/A See Segmentation Report – Setup (1 of 2) – Segmentation
List OR Criteria.
List Box
Save Button 4 N/A Saves the Consumer Segment (name and segmentation
criteria) and returns to the Consumer Segments Screen
with the new Consumer Segment added to the list.
Save and Add Button 4 N/A Saves the Consumer Segment (name and segmentation
Another criteria) and refreshes the current screen (no options set).
Cancel Button 4 N/A Cancels all changes and returns to the Consumer
Segments Screen.

Consumer Segment Properties
This screen provides the ability to modify saved Consumer Segments.

Figure 13: Consumer Segment Properties Screen

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Consumer Segment Properties Feature Controls
Segment Name Edit Field 1 Selected Permits the entry of alphanumeric characters. The default
Segment is ‘Segment X’, where ‘X’ is the next available number. The
Name edit field will allow the entry of Maximum 30 characters. A
name is required – if no name is entered and the Save
Button is selected, an error message will appear.
following… down List Criteria.
Consumer Check Box 2-n N/A See Segmentation Report – Setup (1 of 2) – Segmentation
Segments List Criteria.
Categories Check Box 3-n N/A See Segmentation Report – Setup (1 of 2) – Segmentation
List OR Criteria.
List Box
Save Button 4 N/A Saves the changes and returns to the Consumer
Segments Screen.
Cancel Button 4 N/A Cancels all changes and returns to the Consumer
Segments Screen.

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Export Data
The Export Data sub-section allows users to Export any personal and non-personal information collected
throughout a campaign to be exported in CSV format. Only users with Security Rights will have access to
this sub-section. The sub-section consists of the following screens:

 Setup (1of 2) – Segmentation Criteria
 Setup (2 of 2) – Export Options
 Terms and Conditions
 Export Data
 Export Data – Preview Data
 Save as Export Data Template

The flow between the screens can be seen in Appendix 1 – Section 4: Export Data. The functionality of the
screens within this sub-section is outlined below.

Export Data – Setup (1 of 2) – Segmentation Criteria
This screen allows users to setup the Segmentation Criteria for the data to be exported. See the
Segmentation Report Section for more information.

Figure 14: Setup (1 of 2) - Segmentation Criteria Screen

Setup (1 of 2) – Segmentation Criteria Feature Controls
See Segmentation Report: Setup (1of 2) – Segmentation Criteria Feature Controls.

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Export Data – Setup (2 of 2) – Export Options
The 2nd setup screen (Export Options) provides the ability to define the date range for the data as well as
specify the information fields to be exported. The default date range is from the Campaign Start Date to the
Campaign End Date.

At least one Information Field must be selected in order to Export Consumer Data.

Figure 15: Setup (2 of 2) – Export Options Screen

Setup (2 of 2) – Export Options Feature Controls
Step 1: Text 1 N/A Allows the user to go back to the previous screen
Segmentation Link (Segmentation Criteria). All options set on the Segmentation
Criteria Criteria screen will appear. Changes made on this screen
(Export Options) will not be saved.
Date Range
From Edit 2 Campaign Accepts the entry of dates in mm/dd/yy (numerical) format.
Field Start Date An error message will appear if a date with incorrect
selected if the date is after the Campaign End Date.
Icon
To Edit 4 Campaign Accepts the entry of dates in (numerical) mm/dd/yy format.
Field End Date An error message will appear if a date with incorrect
selected if the date is before the Campaign Start Date.

Design Document

Information Fields At least one Personal or Non-Personal Information Category
must be selected. If none are selected, an error message will
appear when the user selects either the ‘Save as Template’,
‘Preview Data’, or ‘Export Data’ Button.
Personal Check 6-n N/A Lists all Personal Information Categories. Users can select
Information Box List none, one or more in order to include the information fields in
the exported data.
Non-Personal Check 7-n N/A Lists all Non-Personal Information Categories. Users can
Information Box List select none, one or more in order to include the information
(Categories) fields in the exported data.
Save as Button 8 N/A Allows the user to save the Segmentation Criteria and
Template Information Fields as an Export Data Template. Navigates to
the Save as Export Data Template Screen.
Preview Data Button 9 N/A Navigates to the Terms and Conditions Screen. If terms are
accepted, the Preview Data Screen will appear and
information will be based on options set.
Export Data Button 10 N/A Accepts all options and navigates to the Terms and
Conditions Screen. If terms are accepted, the Export Data
Screen will appear and the exported data will be based on
options set.

Save as Export Data Template
The Save as Export Data Template provides the ability to save the defined Segmentation Criteria and
Information Fields as a Segmentation Report Template. Saved Export Data Templates appear in the
Templates sub-section of Consumer Information Analysis & Reporting.

Figure 16: Save as Export Data Template Screen

Design Document

Save as Export Data Template Feature Controls
Segmentation Text N/A N/A Displays the defined Segmentation Criteria. Includes
Criteria Display definitions for all Consumer Segments, including nested
Consumer Segments. If no Segmentation Criteria had
been set, ‘None’ will appear.
Information Text N/A N/A Displays the defined Information Fields.
Fields Display
Name Edit 1 Export Permits the entry of alphanumeric characters. The
Field Template X default is ‘Export Template X’, where ‘X’ is the next
available number. The edit field will allow the entry of
Maximum 30 characters. A name is required – if no
name is entered and the Save Button is selected, an
Save Button 2 N/A Saves the Export Data Template and adds it to the list of
Templates in the Templates Screen. An error message
will appear if the name already exists. Returns to the
previous Screen as it previously appeared.
Cancel Button 3 N/A Cancels all changes and returns to the previous Screen
as it previously appeared.

Terms and Conditions
Users must accept the Terms and Conditions of the Consumer Information before either Previewing or
Exporting Consumer Data.

Figure 17: Terms and Conditions Screen

Design Document

Terms and Conditions Feature Controls
Terms and Text N/A N/A Displays the Terms and Conditions for Viewing and
Conditions Display Exporting Consumer Information.
I Agree Button 1 N/A Navigates to the next appropriate screen (either the Preview
Data Screen or the Export Data Screen) with the appropriate
information.
I Disagree Button 2 N/A Returns to the previous screen.

Export Data - Preview Data
This screen allows users to preview the data to be exported based on the defined Segmentation Criteria,
Date Range and Information Fields. The top 10 Consumers matching the criteria will be displayed in the
report. If less than 10 Consumers match, all Consumers will be displayed.

Figure 18: Export Data – Preview Data Screen

Export Data – Preview Data Feature Controls
Step 1: Text 1 N/A Allows the user to go back to the first Export Data setup
Segmentation Link screen (Segmentation Criteria). All options set on the
Criteria Segmentation Criteria screen will appear.
Step 2: Export Text 2 N/A Allows the user to go back to the previous setup screen
Options Link (Export Options). All options set on the Export Options
screen will appear.
Segmentation Text N/A N/A Displays the defined Segmentation Criteria. Includes
Criteria Display definitions for all Consumer Segments, including nested
Consumer Segments. If no Segmentation Criteria had been
set, ‘None’ will appear.

Design Document

Date Range Text N/A N/A Displays the date range for the generated report.
Display
Date Generated Text N/A N/A Displays the date and time that the report was last
Display generated/updated.
Total Profiles Text N/A N/A Displays the total number of Consumers who match the
Display Export Data criteria, the percentage of total Consumers this
represents, and the total number of Consumers.
Save as Button 3 N/A Allows the user to save the Segmentation Criteria and
Template Information Fields as an Export Data Template. Navigates to
the Save as Export Data Template Screen.
Export Data Button 4 N/A Accepts all options and navigates the Export Data Screen.

Export Data
The Export Data Screen provides the ability to download the Consumer Information in CSV format. Details
TBD.

NOTES
No Additional Comments.

Related Documents

Document Name Purpose
Consumer Information Analysis & Reporting PRD Design is based on Requirements outlined in PRD.

Design Document

APPENDIX 1: SCREEN FLOW DIAGRAMS
Section 1: Segmentation Report

Update
Table / Graph
Segment Definitions

Design Document

Section 2: Templates

Delete -
Confirmation
Dialog

See Section 1:
Segmentation
Report for flow
relating to this
screen. See Section 4:
Export Data for
flow relating to
this screen.

Export Data

Design Document

Section 3: Consumer Segments
Delete -
Confirmation Dialog

• Save and Add Another

Design Document

Section 4: Export Data

Export Data

Flow relating to
this screen is
detailed on the
next page.

Design Document

Targetnet | Customer Info Mgmt UI Spec

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