Data input
Use relevant customer data as a source for ecommerce personalization.
Manage the data in the Business Manager or directly read the data via an API connection with a CDP, CRM, or ERP application.
Section
Description
Dates
Date setup
Entity data
Custom data management depending on the project. Like schools, retailers, locations, sports clubs, et cetera
Entity action period
A possible action period set per data entity
Sub entity data
A child related data entity like a class, division, team, et cetera.
Tags
A tagging system on data entities used as input trigger
Billing / Shipping country
Country location of the billing or shipping address entered in checkout / quotation
Website / store / storeview
In case of multi website (Magento) approach this data input can be used to target specific websites.
Customer group
Personalization based on the logged in customers’s group as defined in Magento
Dates
A date picker can be used to set a date in conjunction of operators like:
Date is
Date is not
Date from
Date to
Date from / to
Entity data
The data entity manager can consist of custom data per project. When applicable the data entity or entities can be set per project. For example a data entity can be a retailer, school or club. Using an entity as input for the personalization triggers the action when for example the retailer is selected or logged in.
Entity acton period
Each entity can have a defined action period. Having a period active or not can be used as a trigger. For instance to provide discount when a certain school or retailer has an action week or month.
Tags
Each (sub) data entity can be categorized with one or more tags. These tags can be used to trigger personalization on. This allows for easily enabling a personalization action over multiple groups data entities.
Billing, shipping country
In checkout, a personalization action can be applied when a certain billing and / or shipping address country is selected. For instance allowing disallowing a payment method.
Website, store, store view
Magento works with websites, stores and storeviews for multiwebsite implementation and globalization. These can be used as input for personalization, making it possible to target actions based on active website.
Customer group
Magento customers can be assigned to a customer group. Personalization can be applied to a group of customers with this data input.
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