Does anyone have advice for a audience naming convention in the financial industry? Our folders are organized by LOB.
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Hi @kendallhall,
Having your folders organized by LOB, you can follow the next structure:
'{LOB}_{Segment}_{Description}_{Date}
Components:
1. LOB (I understand it as a line of business):
-Use a clear code or abbreviation for each businell line.
-Example: 'INV' for Investments, 'INS' for Insurance ,'BAN' for Banking.
2.Segment:
-Define the type of segment that the audience belongs to.
-Example: 'PROS' for Prospects, 'VIP' for VIP Customers , 'CUST' for Customers.
3. Date:
- Include the creation or last update of the audience in ' YYYYMMDD' format.
- Example:'20240801'
4. Description:
- Provide a brief description that clearly identifies the purpose of characteristics of the audience.
- Example: 'Men_40-50', 'Interested_Loans'.
Some examples could be:
- Investment prospects aged 36: 'INV_PROS_36_20240801'
- VIP insurance customers interested in life plans: 'INS_VIP_LifePlans_20240801'
Finally ensure that all users and teams follow this naming convention to avoid confusion. Besides, mantain a clear documentation of the naming convention within your team.
¡Hope this suits you well!
Regards,
Celia
Hi @kendallhall,
Having your folders organized by LOB, you can follow the next structure:
'{LOB}_{Segment}_{Description}_{Date}
Components:
1. LOB (I understand it as a line of business):
-Use a clear code or abbreviation for each businell line.
-Example: 'INV' for Investments, 'INS' for Insurance ,'BAN' for Banking.
2.Segment:
-Define the type of segment that the audience belongs to.
-Example: 'PROS' for Prospects, 'VIP' for VIP Customers , 'CUST' for Customers.
3. Date:
- Include the creation or last update of the audience in ' YYYYMMDD' format.
- Example:'20240801'
4. Description:
- Provide a brief description that clearly identifies the purpose of characteristics of the audience.
- Example: 'Men_40-50', 'Interested_Loans'.
Some examples could be:
- Investment prospects aged 36: 'INV_PROS_36_20240801'
- VIP insurance customers interested in life plans: 'INS_VIP_LifePlans_20240801'
Finally ensure that all users and teams follow this naming convention to avoid confusion. Besides, mantain a clear documentation of the naming convention within your team.
¡Hope this suits you well!
Regards,
Celia
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