Contact Zone:Contact Verify Tutorial: Difference between revisions

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[[Contact Zone:Reference|← Contact Zone Reference]]
{{ContactZoneContactVerifyNav}}
 
{| class="mw-collapsible" cellspacing="2" style="background-color:#f9f9f9; border:1px solid #aaaaaa; font-size:9pt; color:#0645ad; padding:8px 8px;"
! style="text-align:left; color:black; border-bottom:1px solid #aaaaaa;"|'''Contact Verify Navigation'''
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| style="padding-right:220px;"|
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|[[Contact Zone:Contact Verify|Overview]]
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|[[Contact Zone:Contact Verify Tutorial|Tutorial]]
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{| class="mw-collapsible mw-collapsed" style="width:100%;"
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! style="color:black;"|[[Contact Zone:Contact Verify:Component Settings|Component Settings]]
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|[[Contact Zone:Contact Verify:Component Settings#Show Details (On-Premise)|Show Details (On-Premise)]]
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|[[Contact Zone:Contact Verify:Component Settings#Show Details (Web)|Show Details (Web)]]
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{| class="mw-collapsible mw-collapsed" style="width:100%;"
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! style="color:black;"|Contact Verify Tabs
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|[[Contact Zone:Contact Verify:Name|Name]]
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|[[Contact Zone:Contact Verify:Address|Address]]
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|[[Contact Zone:Contact Verify:GeoCode|GeoCode]]
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|[[Contact Zone:Contact Verify:Phone/Email|Phone/Email]]
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|[[Contact Zone:Contact Verify:Pass-Through Columns|Pass-Through Columns]]
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|[[Contact Zone:Contact Verify:Output Filter|Output Filter]]
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|[[Contact Zone:Contact Verify:Processing Options|Processing Options]]
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|[[Contact Zone:Contact Verify:Reporting|Reporting]]
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{| class="mw-collapsible mw-collapsed" style="width:100%;"
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! style="color:black;"|Result Codes
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|[[Returned Result Codes:Enterprise Solutions#Contact Zone|Returned Result Codes]]
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|[[Result Codes]]
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{{CustomTOC}}
{{CustomTOC}}
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==Component Settings==
==Component Settings==
Navigate to Tools > Melissa Data Settings > Components > Contact Verify
Navigate to Tools > Melissa Data Settings > Components > Contact Verify.


[[File:CZ CV ComponentSettings Menu.png|link=]]
[[File:CZ_CV_ComponentSettings_Menu.png|link=]]


Set up the Contact Verify Component Settings. See [[Contact Zone:Contact Verify:Component Settings|Component Settings]].
Set up the Contact Verify Component Settings. See [[Contact Zone:Contact Verify:Component Settings|Component Settings]].
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Double click the Contact Verification Component to bring up the interface.
Double click the Contact Verification Component to bring up the interface.


==Map Columns==
===Name Tab===
===Name Tab===
Map the input and output fields for the Name tab.
Map the input and output fields for the Name tab.
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[[File:CZ_CV_PhoneEmail.png|link=]]
[[File:CZ_CV_PhoneEmail.png|link=]]


 
===Pass-Through Columns Tab===
==Pass-Through Fields==
Click on “get fields”. You may choose which columns to pass through to the data file and which columns to filter out.
Click on “get fields”. You may choose which columns to pass through to the data file and which fields to filer out.


[[File:CZ_CV_PassThrough.png|link=]]
[[File:CZ_CV_PassThrough.png|link=]]


 
===Output Filter Tab===
==Output Filter==
You can specify the filter from the drop down or you can also create your own custom filter.
You can specify the filter from the drop down or you can also create your own custom filter.


[[File:CZ_CV_OutputFilter.png|link=]]
[[File:CZ_CV_OutputFilter.png|link=]]


 
===Processing Options Tab===
==Select Processing Options==
Select which Processing Mode you will use. Be sure to have your selected Processing Mode set up in the [[Contact Zone:Contact Verify:Component Settings|Component Settings]].
Select which Processing Mode you will use. Be sure to have your selected Processing Mode set up in the [[Contact Zone:Contact Verify:Component Settings|Component Settings]].


[[File:CZ_CV_ProcessingOptions.png|link=]]
[[File:CZ_CV_ProcessingOptions.png|link=]]


 
===Reporting Tab===
==Choose Reporting Options==
Choose what reporting options you want.
Choose what reporting options you want.


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Click File and select Save as to save the project.
Click File and select Save as to save the project.


[[File:CZ_CV_Tutorial_Save.png|link=]]
[[File:CZ_Tutorial_Save.png|link=]]





Latest revision as of 00:58, 3 January 2017

← Contact Zone

Contact Verify Navigation
Overview
Tutorial
Component Settings
Show Details (On-Premise)
Show Details (Web)
Contact Verify Tabs
Name
Address
GeoCode
Phone/Email
Pass-Through Columns
Output Filter
Processing Options
Reporting
Result Codes



The following steps will guide you in the basic usage of Contact Verify for Contact Zone.

Component Settings

Navigate to Tools > Melissa Data Settings > Components > Contact Verify.

Set up the Contact Verify Component Settings. See Component Settings.


Add Component

To add Contact Verification to your project, drag the component onto the Data Flow screen. This will snap the Contact Verification Component into your workflow space.


Connect Input

Select a data flow source to be your input data. Many formats can be used as Sources, including Excel files, flat files or Access Input data sources. Connect this data source to the Contact Verification Component by dragging the arrow from your data flow source to the Contact Verification Component.


Configure Component

Double click the Contact Verification Component to bring up the interface.

Name Tab

Map the input and output fields for the Name tab.

Address Tab

Select the existing field names using the dropdown box or create new ones. You can also set “Additional Input Columns” and “Additional Output Columns”

GeoCode Tab

Select the Source of Input Address radio button option. You can also set “Additional Output Columns”

Phone/Email Tab

Select the existing field names using the dropdown box or create new ones. You can also set “Additional Input Columns” and “Additional Output Columns”

Pass-Through Columns Tab

Click on “get fields”. You may choose which columns to pass through to the data file and which columns to filter out.

Output Filter Tab

You can specify the filter from the drop down or you can also create your own custom filter.

Processing Options Tab

Select which Processing Mode you will use. Be sure to have your selected Processing Mode set up in the Component Settings.

Reporting Tab

Choose what reporting options you want.


Connect Output

Add data destinations for the downstream output. Connect the respective output filter pin to the output destination.


Save Settings

Click File and select Save as to save the project.


Run Project

Now, the project is ready to run. It is possible to observe in real time as records flow from your input source through the Contact Verification Component and pipe output source depending on the filtering options.