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Lookup tables for relational data

Faith Hoefner
posted this on September 12, 2011 15:20

Lookup Tables manage your relational data right within your LiveBall console by mapping one column of information to corresponding key values. This feature can often eliminate the need to communicate with a third-party web service during the user experience! To create a Lookup Table, you can build it entry-by-entry in LiveBall or upload a properly formatted .csv file of data you want to refer to.

Based on the user’s responses as they navigate through your creative, a Lookup Table can be leveraged in combination with a Server Scriptlet to serve-up specific messaging or direct the user through a targeted experience. Also, use this feature to send conditional notifications based on respondent data.

Here are just a few examples of what Lookup Tables combined with Server Scriptlets can accomplish:

  • Serve-up targeted offer messaging based on the respondent’s product selection on your LiveBall form. For example, if a respondent indicates they are interested in Package A on a form or through segmentation, dynamically substitute key messaging, like the price, on the LiveBall page using content from your Lookup Table.
  • Deliver an email notification to specific Sales Representatives based on the lead’s geographic location. Your Lookup Table would map the geographic location to the representative’s email address.
  • Display course availability and times based on the program a respondent selects on a LiveBall form. Your Lookup table would map the program to the relative course availability and/or time values.

To add a Look-Up Table to your LiveBall console, follow the steps below:

  1. Navigate to the global Integration menu and select Data Sources.
  2. Click on the green +Lookup Table button then add a title and optional description.
  3. Import a properly formatted .csv file by clicking on the Import Entries link. *You’ll be able to view a sample of the proper format here.
  4. Or, add entries individually by clicking on the +entries button.

Note, the Lookup Key is the information collected on the creative, such as a form response. The Lookup Value is the corresponding data that maps to the Key. If a respondent is interested in Package A, for example, the Key may be the price of this package.

Use a Server Scriptlet to trigger actions based on Lookup Table relationships. On your creative, use advanced rules to run the scriptlet or save a response from the scriptlet into LiveBall.

Since a Server Scriptlet is necessary to fully leverage this powerful feature, contact your Account Manager for guidance.