Pega Marketing Segment does not include all fields
The Pega Marketing developer created a Customer class using the External Class Mapping functionality for the marketing campaign's customer segmentation. Some of the Property names are specified in the External Mapping with dot notation (a period before the Property name), but other Property names do not use the dot notation, as shown in the following example screen. Column names mapped to Property names that do not use the dot notation are not included in the customer segment; this is not the desired result. All Column names mapped to Property names should be included in the customer segment regardless of the naming convention.
Steps to Reproduce
- Create customer segmentation for your marketing campaign and use External Mapping for your Customer class.
- Map some Column names to Property names that use the dot notation (the period before the Property name).
- Map other Column names to Property names that do not use the dot notation.
Notice that columns (fields) mapped to properties that do no use the dot notation for their names are not included in the customer segment.
This issue was determined to be a product enhancement request.
In the Pega Marketing 7.21 application described for this case, Step 9 of the activity CLRule-Obj-Report-Definition-Segment-SampleID NewDefaults does not accept Property names that do not use the dot notation.
FDBK-17157 has been submitted as a product enhancement request for Pega Product Management to consider.
According to the Pega Marketing 7.21 Implementation Guide the dot notation must be used for all Property names specified as External Class Mappings from Column names. Not being able to map columns to properties that do not uise the dot notation for customer segments is a product limitation.
Until the product enhancement request is delivered in a future product release, be sure to follow the instructions in the Pega Marketing 7.21 Implementation Guide, the section Configuring your Customer Class, Defining your Customer Class.
Be sure to use the External Mapping tab of the Class rule to specify the available properties on the customer record and their backing columns in the customer table. Ensure that these mappings meet the following guidelines:
1. Column name does not exceed 27 characters.
2. Property name has a preceding period.
3. No rows are empty.
Published April 21, 2017 - Updated December 2, 2021
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