Standard Templates
Standard templates consist of raw data of facts or dimensions. You can use standard templates to get summarized data, for example, points issued, total visits, and purchases at the customer level. However, if you need these values for a specific duration, you can create custom templates.
There are over 20 different standard templates categorized as Fact, Dimension and Fraud. Each category consists of different templates as mentioned below:
Fact Templates
You can export data based on event date or last updated date. Following are the different standard templates available in EI. You can export data based on event date or last updated date.
Name | Description |
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Members | Contains details of members (loyalty and non-loyalty customers) and non-members based on the last updated date or event date (registration date). You can export other customer details such as
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Coupons | Lets you export all details of the coupons issued at customer level and transaction level, You can export the details of:
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Points | There are 3 export templates for points data. Points Redemption Summary - Lets your export the details of the points redemption done by the customers. Points Expiry Reminder Info - Lets you export the details of points expiry reminders sent to customers through Loyalty Engine. These are automated reminders configured for points expiry. For more information on supported measures and dimensions, click Points. |
Response Info | It consists of the dump of transactions at a line-item level for responders of a particular campaign. You can export transactions and line-item level details of customers that responded to a specific campaign. |
Contacted | Lets you get customers that were contacted for a specific campaign. |
Invitation Sent | Lets you export details of events related to the sending of invitations during a referral campaign. They include fields such as the date and time at which the invitation was sent, identifiers for the campaign, client, and invitee, type of identifier and the status of the invitee. |
Profiles | A customer can register with the brand through multiple sources. For example, InStore , WeChat, Tmall , Mobile app or any other source. This template lets you export customer details from various sources. It currently does not capture InStore registrations. |
Registration events | Lets you export the details of the events in which an entity (customer/ store staff) registration takes place. |
Slab Change Log | Lets you to export the slab change log data which contains details such as from slab, to slab, changed date, store and customer details. |
Return Transactions | Lets you export the details of return transactions at bill level and line-item level. These are transactions that are generated for return products. |
Issue Trackers | Lets you export the data of all complaints raised by customers that are converted into "issues" and is managed by the Customer Care Management System. |
Messages | Lets you export the data of all communications sent to customers. This is the only template where you can get both transaction and campaign messages together. |
Call Tasks | Lets you export the data of all call tasks created at the POS for cashiers to process. The tasks could be call customers for birthday wishes that will get populated every day for the cashier to process. These tasks have a specific validity within which these needs to be closed. |
Footfall | Lets you export VisitorMetrix related information which contains logs of in count, out count of customers and staff. You can also get group counts by its size - 1, 2, 3, and 4 or more. |
Transaction | Lets you export transactions related details such as |
Tracker Value | Lets you export tracker values generated through the Loyalty Engine to update slabs and perform other activities. You will get bills by entry but not cumulative bills. |
Payment mode | Lets you export payment mode related data. Provides transaction-level details, along with the split of payment methods. A bill can be paid fully or partially using various modes such as cash, credit card, gift card, points, coupon redemption, or other means. |
Customer Merge Event Log | Lets you export the log of customer account merge event which includes both victim and survivor details. The template also supports, audience filter based and customer segment bases filters. |
Badges | Badges Earn: Lets you export data related to the badges earned by customers. Allows you to export the badge ID, customer ID, earning date, expiry date, and whether the badge is active or revoked. |
Goodwill Request | Lets you export the details of the goodwill requests generated while allocating goodwill points or coupons to the customers. |
Dimension Templates
Following are the different standard dimension templates available for export.
Name | Description |
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Concepts | Lets you export the name of the concept hierarchy. |
Users | Lets you export the user details such as user id, slab name, fraud status, mobile number, loyalty type, email address, first name and last name. |
Audience Group | Lets you export the audience group data based on campaign group type, name and ROI type. |
Campaign | Lets you export campaign data based on campaign name, start date, and end date. |
Stores | Lets you export store names. |
Inventory | Lets you export the inventory item details such as ou_id, brand_name, color, style, inventory description, image url, price, sub category code, category code, item code, sub category, category, and item Id. |
Fraud
Currently, there are no templates in this category.
Updated 8 days ago