Some of your business’s key interactions with customers may happen offline. Sample “offline events” can include:
- Customer calls the Call Center
- Customer purchases an item from the physical store
- Customer visits physical store
Offline Data Integration Methods
These events don’t happen as a result of the customer visiting your website. There are alternate ways to bring in this data, using our Offline Data method:
- If the offline data is a data from an ongoing process like store purchases, you may want to schedule the file generation and put the file to FTP path for easy retrieval on your end.
- Both zip compressed and uncompressed files are supported.
- Columns must be separated with a ‘;’ (semicolon).
- Headers are optional.
- Encoding must be UTF-8.
- Text qualifier is “”.
Click here to download and view a sample CSV file.
Fields must be ordered as follows:
Format: 2014-05-25 12:25:43
|Customer ID||Must be the same ID received from Website/Mobile App|
|3.||Event Type||For purchase data send “7”|
|4.||Category||Category Codes for Products must be identified|
|5.||Event Name||Product Codes for Products must be identified|
|7.||Num2||Total Sales = Total Amount Sold X Unit Price|
|8.||Var 1||City, Business Unit, etc.|
|23.||EventTransaction Attr1 - AttrN|
In case you do not want to use the optional columns just leave them blank but do not forget to include the starting and ending semicolons. For example: let’s say you only want to send the Attr10 parameter. In that case you must put 2 semicolons for each leading column before the Attr10 column.
You can send Purchase ID as one of the Event Transaction Attributes, which are unlimited.
Once you have entered the required file based on the rules and standards mentioned above, you can validate the file and schedule an automatic upload by visiting Personalize > Settings > Offline Data Import and selecting New Definition.
Parent Topic: Sending Data to RMC