Configure Parameterized Subject & Header/Footer Text for Bursts

The functionality allows you to dynamically populate data into the email subject line and custom header/footer text fields for a Burst. The system can look up the correct value for the parameter from a Dataset based on the current date, Dimension Value, or User ID and drop that into the subject and header/footer text. One Burst can have multiple parameters configured for it.

PREREQUISITES:

The parameter Dataset (see below) containing the required columns depending on your use case:

  1. "Calendar Date": must include a column with the date on which the Burst is to be sent;
  2. "Dimension Value": must include a column with a Dimension Value ID.
    • NOTE: This parameter can only work if at least one Dimensioned Report/Metric is included in Burst. The Dataset must include the Dimension Value ID of the first Dimensioned Element appearing on the Burst Tile list.
  3. "Username": must include a column with the recipient's User ID (if multiple, with each recipient's ID included as a separate row).

NOTE: For each use case, only one column is required. You can use the same column as a Lookup Column and a Value Column, but you can include a different column with a value to surface in a Burst, e.g.: CALENDAR_DATE = FISCAL_YEAR, VALUE_ID = COUNTRY.

The article assumes that you have already finished all the required Burst configuration as described in Create New Burst.

Parameter Dataset Example

1. Configure Calendar Date Parameter

Access Burst > Customize tab

  1. Select the parameter Dataset.
  2. [+Parameter]
  3. [Calendar Date]
  4. Lookup Column must include a column with a current date.
  5. Value Column must include a column with a value that you wan to surface in the Burst. Can be the same as Lookup Column.
  6. Email Subject Line, Custom Header Text and Custom Footer Text must include the name of the Lookup column enclosed in square brackets "[]".
  7. [Save & Enable]

NOTE: If you configure multiple parameters for your Burst, for Email Subject Line, Custom Header Text, and Custom Footer Text, include the name of each Lookup column enclosed in square brackets "[]" individually.

Verify Result

2. Configure Dimension Value Parameter

Access Burst > Customize tab

  1. Select the parameter Dataset.
  2. [+Parameter]
  3. [Dimension Value]
  4. Lookup Column must include a column with a Dimension Value ID  of the first Dimensioned Element on the Burst Tile list.
  5. Value Column must include a column with a value that you wan to surface in the Burst. Can be the same as Lookup Column.
  6. Email Subject Line, Custom Header Text and Custom Footer Text must include the name of the Lookup column enclosed in square brackets "[]".
  7. [Save & Enable]

NOTE: If you configure multiple parameters for your Burst, for Email Subject Line, Custom Header Text, and Custom Footer Text, include the name of each Lookup column enclosed in square brackets "[]" individually.

Verify Result

Locating Dimension Value ID

To identify Dimension Value IDs, you can create a SQL Dataset from Dashboard DB by running the following query:

select segment_value_id, value_varchar from segment_value where segment_id = X,

where X is the required Dimension ID.  You can locate Dimension ID in Dimension Editor:

  1. URL
  2. Advanced tab

3. Configure Username Parameter

Access Burst > Customize tab

  1. Select the parameter Dataset.
  2. [+Parameter]
  3. [Username]
  4. Lookup Column must include a column with the recipient's User ID.
  5. Value Column must include a column with a value that you wan to surface in the Burst. Can be the same as Lookup Column.
  6. Email Subject Line, Custom Header Text and Custom Footer Text must include the name of the Lookup column enclosed in square brackets "[]".
  7. [Save & Enable]

NOTE: If you configure multiple parameters for your Burst, for Email Subject Line, Custom Header Text, and Custom Footer Text, include the name of each Lookup column enclosed in square brackets "[]" individually.

Verify Result