Purpose:

The Python script assigns a strategy to campaigns that are currently marked as ‘Unassigned’ based on a specific naming pattern.

To Elaborate

The script is designed to process a dataset of marketing campaigns and assign a strategy to those campaigns that currently have an ‘Unassigned’ strategy. It uses a specific naming pattern to determine if a campaign should be assigned a strategy. If a campaign’s name matches the pattern of having a four-character prefix followed by an underscore and a five-character suffix, the first ten characters of the campaign name are used as the strategy. If the campaign name does not match this pattern, the strategy remains ‘Unassigned’. This process helps in organizing and categorizing campaigns based on their naming conventions, which can be crucial for reporting and analysis in marketing operations.

Walking Through the Code

1. Data Preparation
   • The script begins by defining the primary data source and the relevant columns needed for processing. It creates a copy of the input DataFrame to work on, ensuring the original data remains unchanged.
2. Pattern Matching
   • A regular expression pattern is defined to identify campaign names that fit the ‘XXXX_XXXXX’ format. This pattern is crucial for determining which campaigns can have their strategy assigned based on their name.
3. Conditional Assignment
   • The script applies a lambda function to the ‘Campaign’ column of the DataFrame. This function checks if the first ten characters of a campaign name match the defined pattern. If they do, these characters are assigned as the strategy; otherwise, the strategy is set to ‘Unassigned’.
4. Verification
   • Finally, the script prints the first few rows of the modified DataFrame to verify the changes. This step is essential for ensuring that the strategy assignment logic is working as intended.

Vitals

• Script ID : 1497
• Client ID / Customer ID: 1306926629 / 60270083
• Action Type: Bulk Upload
• Item Changed: Campaign
• Output Columns: Account, Campaign, Campaign ID, Strategy
• Linked Datasource: M1 Report
• Reference Datasource: None
• Owner: dwaidhas@marinsoftware.com (dwaidhas@marinsoftware.com)
• Created by dwaidhas@marinsoftware.com on 2024-11-07 21:20
• Last Updated by dwaidhas@marinsoftware.com on 2024-11-08 14:36

> See it in Action

Python Code

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##
## name: Assign 'Unassigned' Campaigns to Strategy 
## description:
##  
## 
## author: Dana Waidhas 
## created: 2024-11-07
## 

today = datetime.datetime.now(CLIENT_TIMEZONE).date()

# primary data source and columns
inputDf = dataSourceDict["1"]
RPT_COL_CAMPAIGN = 'Campaign'
RPT_COL_ACCOUNT = 'Account'
RPT_COL_CAMPAIGN_ID = 'Campaign ID'
RPT_COL_STRATEGY = 'Strategy'
RPT_COL_CAMPAIGN_STATUS = 'Campaign Status'
RPT_COL_SCHOOL_PROGRAM = 'School Program'

# output columns and initial values
BULK_COL_ACCOUNT = 'Account'
BULK_COL_CAMPAIGN = 'Campaign'
BULK_COL_STRATEGY = 'Strategy'
BULK_COL_CAMPAIGN_ID = 'Campaign ID'

outputDf = inputDf.copy()  # Create a copy of the input DataFrame for output

# Regular expression pattern for 'XXXX_XXXXX' format
pattern = r'^\w{4}_\w{5}'

# Apply conditional assignment to Strategy field
outputDf[BULK_COL_STRATEGY] = outputDf[RPT_COL_CAMPAIGN].apply(
    lambda x: x[:10] if re.match(pattern, x[:10]) else 'Unassigned'
)

# Display result for verification
print(tableize(outputDf.head()))

Post generated on 2025-03-11 01:25:51 GMT