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Consumer Database Mockup

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)

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Consumer Database Mockup

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  1. Consumer Database Mockup Jamie Miller 11/22/10

  2. 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

  3. 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

  4. 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

  5. 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

  6. 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

  7. Volume User Experience Consumer Database Log in Password

  8. Log Out Hi Jamie! Volume User Experience Consumer Database Find Users Import/Export Statistics My Account Home Look up Last Name Email Recently Changed Generate List Edit Delete Email

  9. Log Out Hi Jamie! Volume User Experience Consumer Database Find Users Import/Export Statistics My Account Home Home > Edit Last edited: 10/10/10, 9:30 am by Miya Save Name: John Smith Title: Email: Company: Address: Last test: 11/1/2010 … Notes: John’s address changed. Save

  10. Log Out Hi Jamie! Volume User Experience Consumer Database Find Users Import/Export Statistics My Account Home Home > Delete Last edited: 10/10/10, 9:30 am by Miya Name: John Smith Title: Email: Company: Address: …. Notes: John’s email bounced Delete

  11. Log Out Hi Jamie! Volume User Experience Consumer Database Find Users Import/Export Statistics My Account Home All User Profile Last Test Never Sophisticated Novice at Home Not in last year Not in last month Frequent Trendy Region NBK True Novice NABU EMEA Computer Type All APAC LAR PC Mac State Parent / Non-Parent All Trend / Non-Trend All Parent Trend Non-Parent Non-Trend Generate List

  12. Log Out Hi Jamie! Volume User Experience Consumer Database Find Users Import/Export Statistics My Account Home Filter > Results Export Email

  13. Log Out Hi Jamie! Volume User Experience Consumer Database Find Users Import/Export Statistics My Account Home Export Export Entire Database (csv) Export Import Bulk Upload Browse…

  14. Log Out Hi Jamie! Volume User Experience Consumer Database Find Users Import/Export Statistics My Account Home Export Export Entire Database (csv) Export Import Bulk Upload Upload C:\Projects\Database

  15. Log Out Hi Jamie! Volume User Experience Consumer Database Find Users Import/Export Statistics My Account Home Import > Bulk Upload C:\Projects\Database Browse … Delete Edit Import

  16. Log Out Hi Jamie! Volume User Experience Consumer Database Find Users Import/Export Statistics My Account Home Import > Import Confirmation Success! View Edit

  17. Log Out Hi Jamie! Volume User Experience Consumer Database Find Users Bulk Upload Statistics My Account Home Current Database Statistics Update Last updated: 10/10/10 9:30 am • 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:

  18. Log Out Hi Jamie! Volume User Experience Consumer Database Find Users Bulk Upload Statistics My Account Home My Account Log in Password Update

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