Product Metric Combinations

Administrators can use the RECORD_AND logical operator on the product metrics section of the rules engine to require an account have two or more records matching each part of the product metric logic statement in order for the statement to evaluate as true. This enables administrators to configure logic filters that consider an account’s value over a range of products rather than the metrics for individual products.

For example, the Align administrator wants to designate accounts as targets only if they are of a high enough segment for all three major products, rather than each product individually. The administrator configures the product metrics section of the rules engine to state an account must qualify as Segment A on three separate product metric records (one for Cholecap, one for Restolar, and one for Labrinone) in order for the logic filter to evaluate as true and designate the account as a target.

The RECORD_AND logical operator is available by default.

Use

To use the RECORD_AND operator:

  1. Navigate to the Product Metric Criterion section of the appropriate Targeting Rule.
  2. Select the Add New Product Metric Section button.
  3. Enter the appropriate criteria for the new Product Metric section.
  4. Select Save.

Administrators can use the Align Data Loader to load Product Metric criteria with the RECORD_AND operator using the following format:

(PRODUCT_METRIC_1) RECORD_AND (PRODUCT_METRIC_2) RECORD_AND…

Example

For example, the administrator decides to determine the number of calls an account receives in a cycle based on a combination of the account’s segment in two products, Cholecap and Restolar, rather than one of the products. Using Product Metric Combinations, accounts that are a high segment of both products receive a higher activity goal than accounts that are a high segment of one product, but not the other.

In this case, the administrator configures the product metrics section of the rules engine to assign different activity goals to targets based on the account’s segment in two products: Cholecap and Restolar.

 

Cholecap Segment A

Cholecap Segment B

Restolar Segment A

12

9

Restolar Segment B

10

8

This is accomplished using the following four logical statements:

  • (Product = Cholecap AND Segment = A) RECORD_AND (Product = Restolar AND Segment = A)
  • (Product = Cholecap AND Segment = A) RECORD_AND (Product = Restolar AND Segment = B)
  • (Product = Cholecap AND Segment = B) RECORD_AND (Product = Restolar AND Segment = A)
  • (Product = Cholecap AND Segment = B) RECORD_AND (Product = Restolar AND Segment = B)