How to Select a Single Bundle Member

This article demonstrates the following:

• Selection Logic is used to return accounts to be processed in a job
• The job may used for a dialer campaign, letters, enrichment, etc.
• The Logic may return more than one account per bundle
• The Logic may not return the bundle master for the bundled accounts returned
• The agency only wants to run the job for one account per bundle

Below are three examples of logic blocks that illustrate this situation. The third example returns ONE account (the master) PER bundle when any accounts in the bundle MATCH the selection criteria.

Example #1:

Selection criteria for all accounts based on "Account Assigned Date".

Results in 2 accounts matching the selection criteria, both in the same bundle.

Example #2:

Selection criteria for all accounts based on "Account Assigned Date" AND "Account Bundle Master" = True.

Results in no accounts being returned.

Example #3.

"Account Assigned Date" is replaced with "Bundle Info Newest Assigned Date" AND "Account Bundle Master" = True.

Reults in a single account being returned. It is the bundle master, even though the bundle master itself does not match the logic criteria.

The returned data is limited to ONE account PER bundle when accounts in that bundle MATCH the logic criteria.