Standardized naming convention via SharePoint

Standardized naming conventionsStandardized naming conventions are a must for consistent email metrics.

In this post I demonstrated how I used a regular expression to automate email metrics.  I thought I’d create a short video demonstrating how we were able to use SharePoint to automate the creation of our campaign names.  Pre-SharePoint our clients would create and enter names manually.  This was a nightmare!

Standardized naming conventions

This video demonstrates how we managed to get SharePoint to ease the creation of our naming conventions.

 

 

Regular Expressions to automate metrics is an investment everyone should do!

regular expressions to automate metrics

Regular Expressions

Regular Expressions to automate metrics

I’ve written a script that logs into our vendor website and exports the recent email campaigns then breaks them out by region, campaign type, Business Unit, etc. and links them back to our SharePoint site for more information.  The script relies on a regular expression to automate metrics on our long string name and parse-out sections by examining patterns in the Naming convention.

My script first logs into our tool (SilverPop) and performs web scraping to capture the data and dumps it to a local HTML file.  I then use Excel to import the HTML file and start parsing the naming convention with the regular expression.   After all the columns are created I replace some of the short abbreviations with longer, easier to understand, words.   Then I insert functions aggregating the metrics by Type of campaign, Region, Language etc.   After that I break out four regions.  All in all it takes about 10 minutes to run but saves me about 40 hours worth of work.  The below video demonstrates the regular expressions to automate metrics in action

Loading contacts to SilverPop via API call & SFTP file transfer

API call & SFTP file transfer

API call & SFTP file transfer

API call & SFTP file transfer

Loading our contact lists into Engage via their Web interface (browser) takes around 7-9 minutes of focused attention per list.  Doing the same thing with an API call and Secure File Transfer (SFTP) takes seconds!  The below video demonstrates the process from using web scraping to grab the name /ID on our SharePoint server to uploading the file to Engage, creating the name in Engage and tying the new name to the contact list.  The video is longer because I also have it wait for the data job to complete and then write an email confirming the process is complete.

The API call & SFTP file transfer is free with Engage/SilverPop but it isn’t well promoted (on their website nor by their representatives.  Spending a bit of time to get it working is well worth the investment. For the SFTP file transfer I’m using WinSCP but any SFTP program will do.

 

 

API call & SFTP file transfer