Campaign Import Run Details records store information about individual import run details for campaigns. The Campaign Import wizard creates these records automatically. See Importing Prospects from an External File for information on how to use the wizard.
Attachments Tab
All attachments associated with the Campaign Import Run Details record are listed on this tab.
Columns Tab
The Columns Tab identifies how the data from the import row will be mapped into Aptify. Each data item in the import file is mapped to a field in the Persons or Companies service.
Comments Tab
The Comments tab contains any additional details relevant to the Campaign Import Run Details record.
Details Tab
Campaign Import Run
The name of the Campaign Import Run associated with the Campaign Import Run Details record.
Row #
The row number in the file that the data was imported from. Allows display of the data to be shown consistently in its import sequence.
Row Data
The string that contains the full contents of the row.
Campaign List Detail
The name of the Campaign List Detail record created by the import process to indicate that the imported person or company is a campaign prospect.
General Tab
Display Data
This field displays information from the import row that appear in the columns that have the Show In Display box checked in the corresponding Import File Types record.
Status
The matching status for the imported data against existing records in Aptify. The available options are as follows:
- Unmatched: Imported data does not match any existing records or the matching process has not yet been performed for this record's import run.
- Absolute: The system identified an absolute match for this record.
- Partial: The system identified a partial match for this record.
- Posted: This record has been posted.
The matching behavior depends upon the Record Match object specified on the selected Campaign Import File Type's Configuration tab.
Aptify's default matching behavior for Persons identifies an Absolute match if the imported record's First Name, Last Name, and Company exactly match an existing record in the Persons service. A Partial match is an imported record where the First Name and Last Name exactly match an existing record (but not the company) or where the Last Name and Company exactly match an existing record and the imported First Name is similar to the First Name in that existing record.
Aptify's default matching behavior for Companies identifies an Absolute match if the import record's Name, City, and State exactly match an existing record in the Companies service. A Partial match is an imported record where the company name is similar to the name of an existing record and both records have the same City and State.
Note to Administrators
See the spCampaignPersonMatch and spCampaignCompanyMatch Database Objects for more details on the default match criteria.
:
Match Person
If the imported data matches an existing Persons record, that record is displayed in this field. This field links to the Persons service.
Match Company
If the imported data matches an existing Companies record, that record is displayed in this field. This field links to the Companies service.
Matching Records Tab
If the matching process identifies one or more possible matches for the imported data, then this tab displays those possible matches.
Aptify displays the following information for each matching record:
- Person ID: If the imported data is for a Person, this field identifies the ID of the matching Persons record. If the imported data is for a Company, this field displays -1.
- Person: If the imported data is for a Person, this field displays the name and company of the matching Persons record. If the imported data is for a Company, this field is blank.
- Company ID: If the imported data is for a Company, this field identifies the ID of the matching Companies record. If the imported data is for a Person, this field displays -1
- Company: If the imported data is for a Company, this field displays the name of the matching Companies record. If the imported data is for a Person, this field is blank.
- Rank: The rank of the match. The default Aptify behavior assigns a rank of 1 to Absolute matches and a rank of 2 to partial/potential matches.
- Status: The type of match: Absolute or Potential. If you have identified that a record is not a match, you can change the status to No Match.
- Comments: This field displays any optional comments concerning this match record.