Data Management Campaign best practice?

General Discussion
1

Hey Mauticians!

I was wondering we have a number of campaigns that does some data management. The way I have been testing locally on my machine is as follows. I have a check if the lead has an expected field. If they do I check if they have a primary job field related to their job title (it’s like a grouping as such). If they do not I assign them that primary job and then remove them from the campaign. if they already have the field assigned i remove them from the campaign.

I know that when our campaign update runs they will be added back to the campaign as we have set that leads can restart the campaign. I am wondering if this will cause too much extra processing especially as the segment has 20K plus leads at the moment, and it can grow.

I am wondering is this the sort of thing others are doing as part of their data management :slight_smile:

2

HI,
can you maybe create segments based on your 2 criterias?
Otherwise it can be really problematic if you run the campaign over and over again.
Joey

3

Thanks Joeyk

I had a chat with the head of marketing today about what they wanted to achieve and propesed a solution for them which he is very happy with. Essentially the same as i described above but without all those remove from campaign action. We only have one if they do not meet any of the criteria.

4

Please check condition in campaign that if that field is empty then remove contact from the campaign.