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Defining the campaign

This Merging campaign enables you to compare the redundant contact details retrieved from different systems and decide what attribute values define the master records.

Start by defining the campaign metadata.

Procedure

  1. Select CAMPAIGNS > ADD CAMPAIGN.
  2. Enter a name and a description for the new campaign.
  3. Select MERGING as the campaign type.
  4. Toggle the Define Sources option to display a field where you can set the first source name.
  5. Use the plus button to add two other fields under sources and set the sources names. Make sure that the sources names do not contain dots and that they do not start with dollar signs.
    Client data here comes from three different sources: Salesforce, Marketo and Netsuite.
  6. In each of the Trust Score fields, enter the percentage which defines the weight of the value coming from the data source.
    These scores are used by the application to merge redundant data and create by-default master records.

    When data stewards access the task list, master records are already defined according to these scores. However, they can manually set survivorship rules per attributes in the data records or enter completely new values when resolving the task.

    In this example, the contact information which comes from Salesforce is initially used by the application to form master records as you gave Salesforce the highest score, while Marketo comes second in the list.

  7. Toggle the Enable task resolution delay option and set the delay to be used to calculate the due dates.

    The due date is calculated by adding the delay you set to the date and time of loading the tasks in the campaign. If you leave this option disabled, the Due date column in the task list stays empty and tasks do not have resolution delay.

    Information noteNote: The due date in a Merging campaign is only on master records.
  8. Click the CAMPAIGN OWNERS field and select from the list one or more users to grant them access on the current campaign.
    This list shows all the users defined in Talend Administration Center and with the role of campaign owner.

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