Enabling the E-Commerce module lets you connect your Dialog Insight project to a database that tracks your E-Commerce transactions from your messages. The information is first compiled by the transactional website to be then transmitted to Dialog Insight, in your results. Your messages will be automatically set to identify your campaigns when transactions are performed.

Prerequisite Although you can enable this module yourself, you need to first ask for it to be made available in your project.
Furthermore, you need to have created the related API access authorizations to which you want Dialog Insight to integrate with. These authorizations can be created by Dialog Insight if needed.
Access Path > Configuration > Relational data > E-Commerce page

 How To

  1. Once the E-Commerce module is available in your project, you have the possibility to enable it.


  2. In the E-Commerce page, click on Activate in the E-Commerce activation section.
    • Upon activation, four relational tables are created in Dialog Insight to hold your transactional data.

      The tables are associated to your contacts via the IdContact, in the following order:
            
      ECommerce_Transaction Mandatory table that holds information coming from the E-Commerce application.
      ** It is possible to import data into this table using the primary key OR the idContact.
      ECommerce_Item Table that can be used to identify the number of items purchased per transaction, in addition to the projected revenue per transaction.
      ECommerce_Product Table in which are imported your list of products, if you want to be able to display statistics on which products are purchased.
      ECommerce_ProductCategory Table in which can be imported your product categories, if you want to display statistics on which product categories are purchased.
  3. Once enabled, you must specify the currency to be used to compile E-Commerce transactions in the Configuration section.
  4. Make sure to save your selection.
  5. In the Import data section, you can:
    • See how data in the different relational table are interconnected and linked to the contact profile by clicking on View schema.
    • Import transactional data in your project's custom tables by clicking on Import data. Note that the process might differ slightly depending on the source of the data.
    • Import data from an external file.

      To import data from an external file to one of the E-Commerce tables, click on Import data. The new import creation page will open and you just need to follow the same process as when importing data into any custom table. More info Importing Data in a Custom Table

    • If instead you want to import data coming from your transactional website, you must set and select the application you use and its corresponding authorization.