Each contact type and marketing list has several Data Change Management settings identified in the following table.
Data Change Management Settings for Contact types and Marketing Lists
| Field | Description |
|---|---|
| Change Management - Add/Remove Requests | |
| Add Request Action |
This indicates how Data Change Management handles the addition of a contact to a contact type or marketing list by a person with appropriate permissions. You can choose one of the following three options: • Accept - automatically adds the contact without creating a Data Change Management ticket. • Review - automatically adds the contact, however a ticket is sent to the data steward indicating that the contact was added. • Submit - does not add the contact. Instead, a ticket is sent to the data steward. The data steward can then approve or reject the addition of the contact to the contact type or marketing list. |
| Remove Request Action |
This indicates how Data Change Management handles the removal of a contact from a contact type or marketing list by a person with appropriate permissions. You can choose one of the following three options • Accept - automatically removes the contact without creating a Data Change Management ticket. • Review - automatically removes the contact, however a ticket is sent to the data steward indicating that the contact was removed. • Submit - does not remove the contact. Instead, a ticket is sent to the data steward. The data steward can then approve or reject the removal of the contact from the contact type or marketing list. |
| Owner | This sets the Data Change Management user or group who is the data steward for this contact type or marketing list. If you have chosen settings for the contact type or marketing list that will send tickets to the data steward, the tickets will be sent to the user or group specified. |
| Change Management Rule Set | |
| Rule Collection | This sets the rule collection used to determine what actions are taken to process edits made to a contact. For more information on rule collections, see Overview of Rule Collections. |
| Priority |
Each contact type and marketing list must have a unique priority value. This number is used to determine what takes precedence when managing a change made to a contact that is included in multiple contact types and/or marketing lists. The lower the number, the higher the priority. For example, a contact type with a priority of 60 is more important than a contact type with a priority of 100. For more information on ranking and the hierarchy of contact types, see Determining the Importance of a Contact Type or Marketing List. |
| Data Quality Certified | Indicates that this contact type or marketing list is considered “certified” by the data steward and only contains good data. See Data Steward Cleanses and Certifies a Contact Collection. |