Watson Campaign Automation is the IBM solution formerly known as IBM Marketing Cloud/Silverpop.
If you’ve been keeping up with Whereoware’s blog, you’re familiar with IBM’s Watson Campaign Automation (if you haven’t, you can check out our blog posts here). As an IBM partner, Watson Campaign Automation gives us different ways to track our audiences’ behavior and personalize their experiences. Today we’re focusing on one aspect of Watson Campaign Automation – Queries.
What is a query and when will I need to create one?
A query is a set of criteria that creates a list to view or export, which can help you with reporting and determining who should get an email. Queries are used to create a subset of a database, based on specified demographic or behavioral data.
You can use queries for a lot of different scenarios, but below are some common ones:
- To see who has opened or clicked in an email you sent
- To group contacts based on demographic (field) data for an email send
- To discover the number of submissions and who submitted a webform
- To look at who has visited a specific webpage on your website
- To determine who has or has not been in a specific automated program
Now that you know the reasons you would create a query, let’s go through how to do it in Watson Campaign Automation.
Creating your Query
Step 1: Log in to your Watson Campaign Automation account
Step 2: Go to: Data > Queries > Create
- Click Browse to choose the database you’d like to query
- Name the query something relevant or use a naming convention. We suggest using date (year-month) and usage. For example: 17-Sept-NewsletterSend.
- Choose where you would like to save the query
- Shared – Anyone who has access to your organization can view/edit the query
- Private – Only you can view/edit the query
- Choose the type
- Query (most frequently used) – Includes everything a classic query has, but is easier to use, and lets you add more behavior elements.
- Classic Query – Has less functionality and options than the Query option, has limited behavior criteria, cannot send to multiple queries.
A Look at Query Builder
Step 4: Add criteria based on what you want to query.
- Data Fields – Create a query based on a specific data field
- Contact List – Query contacts already in a contact list
- Query – Query contacts already in a query
- Email Behavior –has/has not been sent/clicked/opened a specific email
- Program Behavior –has/has not been in a specific program in the last X number of days
- Web Form Behavior –has/has not submitted a specific webform with in the last X number of days
- Web Site Behavior –has/has not viewed webpage/visited website/downloaded a file/triggered custom tracking event within X number of days
Other Less-Used Options:
- CRM Opportunities – Used to see if an account is/is not associated with any Opportunity within a CRM system. This is only applicable if you have your IBM Watson Account connected to your CRM.
- Relational Table – Used to see specific values within a relational table. Again, this is only applicable if you use relational tables.
- Options – Only available to admin users. Options allows you to add in “locked criteria,” or, rules that must be present within the query.
Building a Query
In this example, we’re building a query to show how many people opened our Whereoware Email 1 email in the last 30 days.
Step 1: Choose Behavior > Email Behavior
Step 2: Define the criteria by choosing “has” or “has not,” and choosing the email behavior. We chose has and Opened email.
Step 3: Choose which email you want to query, and edit the timeframe. Hit “Done” To complete the criteria.
In this example, we only need one behavior defined for our query, but in other cases you may have multiple behaviors or fields you need to define. You can build a complex query with Ands, Ors, and parenthesis.
Step 4: At the bottom right of the screen, you will see the options to Save, Save & Calculate, Save & Close, and Cancel.
- Save – Save the work you’ve done so you don’t lose it
- Save & Calculate – Save and run the query, which will allow you to see how many people are in the query, and then export that query for further analysis
- Save & Close – Save and close out of query builder, without calculating the query
- Cancel – Exit and do not save
In this example, we chose Save & Calculate.
Submitting your Query
Step 1: You will see a confirmation screen. Double check that you have the correct information. Hit “Submit”
Step 2: You will receive a confirmation page with your Data Job ID. Click on the Data Job ID to view the status of the query.
Step 3: You will be redirected to the data job page. You may have to refresh the browser a few times until the query is finished calculating.
In this example, the size is 19. You can see the name of the file, and the download button.
Click the download link, reenter your Watson Campaign Automation password, and download it to your computer.
To view who is included in your query, click the hyperlinked Query Name and from there you can view, edit, and export your query.
Keep in mind, even though we used an email behavior example in this post, you can use queries to track webform, website, and program behavior. What’s more, you can also create queries to group contacts in a database to send relevant, segmented emails. It has never been easier or more convenient to group your audience and track their behavior. So, go ahead and give it a shot!