Consumer Database Mockup Jamie Miller 11/22/10. Functionality Filter –Email for recruiting...
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Transcript of Consumer Database Mockup Jamie Miller 11/22/10. Functionality Filter –Email for recruiting...
Consumer Database Mockup
Jamie Miller
11/22/10
Functionality• Filter
– Email for recruiting– Export filtered list for tracking– Filter out people we have used recently
• Export whole database• Add to database via bulk upload• Update database via lookup (last name or email)
– Add or change info with notes– Delete with notes
• Generate database statistics• Check for duplicate entries (via name or email)• Needs to keep changes for 1 year, then purge
– Need to have a change log per each log in (who logged in and what was changed)
– Need to have restore/backup points every time someone logs in• Must be duplicated for Japan database
Categorizing the Users
• 6 User Groups, determined by a formula
• The formula needs to be built in to the database, so on import, new users are automatically categorized
Current Workflow Scenario
• New Sign Ups
– Customer fills out sign up survey in Survey Gizmo
– UEG Receives email from Survey Gizmo that there is a new sign up
– UEG exports new sign ups from Survey Gizmo to .csv file
– UEG imports new sign ups into current database (separate tab)
– UEG categorizes users based on a formula (this is currently done by hand and would like to be automated)
– New sign up is sorted into current database – moved to active tabs
Current Workflow Scenario
• Recruiting for a research activity
– Find user type in database (sorted by tab)
– Compose email using a template
– C/P emails from database into BCC link in email (usually only email about 25 people at a time)
– Track who I sent email to in a participant sheet (xls) for the project
– Schedule participants who reply (tracked participant sheet)
– Delete users from the database when emails bounce
– Delete users from database who want to be removed
– Currently no tracking around who has participated recently or multiple no shows
Current Workflow Scenario
• Bounced Email/Request to opt out– UEG receives bounced email or request to
opt out (during a research activity)– UEG searches database to find user– UEG moves user info to another tab in xls
w/note
Log in
Password
Volume User Experience Consumer Database
Volume User Experience Consumer Database
Home
Log OutHi Jamie!
Look up
Last NameEmailRecently Changed
Generate List
Edit Delete
First Name Last Name City State Country Email
John Smith Orange CA USA [email protected]
Susie Smith Seattle WA USA [email protected]
Jack Johnson Portland OR USA [email protected]
Shawn Abbott Dublin n/a Ireland [email protected]
Import/Export Statistics My AccountFind Users
Volume User Experience Consumer Database
Home
Log OutHi Jamie!
Home > Edit
Name: John SmithTitle: Email:Company:Address:Last test: 11/1/2010…
Save
Notes:
John’s address changed.
Last edited: 10/10/10, 9:30 am by Miya
Statistics My AccountImport/ExportFind Users
Save
Volume User Experience Consumer Database
Home
Log OutHi Jamie!
Home > Delete
Name: John SmithTitle: Email:Company:Address:….
Delete
Notes:
John’s email bounced
Last edited: 10/10/10, 9:30 am by Miya
Statistics My AccountImport/ExportFind Users
Volume User Experience Consumer Database
Home
Log OutHi Jamie!
Region
State
User Profile
Trend / Non-Trend
Sophisticated
Frequent
NBK
Novice at Home
Trendy
True Novice
Computer Type
Trend
Non-Trend
PC Mac
Generate List
Find Users
NABU EMEA
APAC LAR
All
All
All
Parent / Non-Parent
Parent
Non-Parent
All
Statistics
Last Test
Never Not in last year
Not in last month
My AccountImport/Export
Volume User Experience Consumer Database
Home
Log OutHi Jamie!
Export
First Name Last Name City State Country Email
John Smith Orange CA USA [email protected]
Susie Smith Seattle WA USA [email protected]
Jack Johnson Portland OR USA [email protected]
Shawn Abbott Dublin n/a Ireland [email protected]
Filter > Results
Statistics My AccountImport/ExportFind Users
Volume User Experience Consumer Database
Home
Log OutHi Jamie!
Bulk Upload
Browse…
Statistics My Account
Export Entire Database (csv) Export
Import/Export
Import
Export
Find Users
Volume User Experience Consumer Database
Home
Log OutHi Jamie!
Upload
Statistics
C:\Projects\Database
My AccountImport/ExportFind Users
Bulk Upload
Export Entire Database (csv) Export
Import
Export
Volume User Experience Consumer Database
Home
Log OutHi Jamie!
Import > Bulk Upload
Browse …
Import
First Name
Last Name
City State Country Email New?
John Smith Orange CA USA [email protected] Yes
Susie Smith Seattle WA USA [email protected] Duplicate
Jack Johnson Portland OR USA [email protected] Yes
Shawn Abbott Dublin n/a Ireland [email protected] Yes
C:\Projects\Database
Statistics
DeleteEdit
My AccountImport/ExportFind Users
Volume User Experience Consumer Database
Home
Log OutHi Jamie!
Import > Import Confirmation
Success!
Statistics
ViewEdit
First Name
Last Name
City State Country Email New?
John Smith Orange CA USA [email protected] Yes
Jack Johnson Portland OR USA [email protected] Yes
Shawn Abbott Dublin n/a Ireland [email protected] Yes
My AccountImport/ExportFind Users
Volume User Experience Consumer Database
Home
Log OutHi Jamie!
Current Database Statistics
Bulk Upload Statistics
•Total number of consumers:
•Total Trend users:•Sophisticated•Frequent•NBK•Novice at Home•Trendy•True Novice
•Mac Users:
•Total Non-Trend users:•Sophisticated•Frequent•NBK•Novice at Home•Trendy•True Novice
•Mac Users:
Last updated: 10/10/10 9:30 amUpdate
My AccountFind Users
Volume User Experience Consumer Database
Home
Log OutHi Jamie!
My Account
Bulk Upload Statistics
Update
My Account
Log in
Password
Find Users
