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You will need to create two user accounts for WhatCounts:

Next, we will need you to create two profile extensions and one supplemental table to store additional customer data. The specific fields to be included in these extensions and table are laid out later in these instructions.

Profile Extensions are created from the Data > Manage Lists menu item.

The Supplemental table is created from the Data > Create View or Supplemental Table menu item (see screenshots).

Screen_Shot_2016-12-09_at_1.20.47_PM.png

 

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For the supplemental table, we will want to start by specifying fields for an empty table.


Screen_Shot_2016-12-09_at_1.21.11_PM.png
 
​​In the main contact list, we push into these columns:

  • EMAIL_ADDRESS_
  • EMAIL_PERMISSION_STATUS_
  • WC_FIRSTNAME (Text)
  • WC_SHIP_METHOD (Text)
  • WC_SHIP_STATE (Text)
  • WC_SHIP_ZIP (Text)
  • WC_RFM_SCORE (Integer) 
  • WC_RECENCY_RANK (Integer) 
  • WC_FREQUENCY_RANK (Integer) 
  • WC_MONETARY_RANK (Integer) 
  • WC_SPEND_RANK (Integer) 
  • WC_AVERAGE_RANK (Integer) 
  • WC_RECENCY_ACTUAL (time stamp)
  • WC_FREQUENCY_ACTUAL (Integer) 
  • WC_MONETARY_ACTUAL (Number field) 
  • WC_SPEND_ACTUAL  (Number field) 
  • WC_AVERAGE_ACTUAL (Number field) 
  • WC_LAST_ORDER_TOTAL (Number field)

In the WC_TARGETING table, we push into these columns: (Profile Extension)

Name: WC_TARGETING
Folder: !MasterData
Schema
RIID_ Integer Field
WC_PURCHASED_LAST_ORDER1 Text Field (to 500 chars)
WC_PURCHASED_LAST_ORDER2 Text Field (to 500 chars)
WC_PURCHASED_LAST_ORDER3 Text Field (to 500 chars)
WC_PURCHASED_LAST_ORDER4 Text Field (to 500 chars)
WC_PURCHASED_LAST_ORDER5 Text Field (to 500 chars)
WC_PURCHASED_LAST_ORDER6 Text Field (to 500 chars)
WC_PURCHASED_LAST_ORDER7 Text Field (to 500 chars)
WC_PURCHASED_LAST_ORDER8 Text Field (to 500 chars)
WC_PURCHASE_HISTORY_STORE Text Field (to 500 chars)
WC_SEGMENTS Text Field (to 500 chars)
WC_PURCHASED_TITLE Text Field (to 4000 chars*)
WC_PURCHASED_LINK Text Field (to 4000 chars*)
WC_PURCHASED_IMAGE Text Field (to 4000 chars*)
CREATED_DATE_ Time Stamp Field (date + time)
MODIFIED_DATE_ Time Stamp Field (date + time)
WC_PURCHASED_CATEGORY Text Field (to 500 chars)
Key Fields
Data Extraction: RIID_

 

In the WC_TARGETING_PH table, we push into these columns: (Profile Extension)

Name: WC_TARGETING_PH
Folder: !MasterData
 
Schema
RIID_ Integer Field
WC_PURCHASE_HISTORY1 Text Field (to 500 chars)
WC_PURCHASE_HISTORY2 Text Field (to 500 chars)
WC_PURCHASE_HISTORY3 Text Field (to 500 chars)
WC_PURCHASE_HISTORY4 Text Field (to 500 chars)
WC_PURCHASE_HISTORY5 Text Field (to 500 chars)
WC_PURCHASE_HISTORY6 Text Field (to 500 chars)
WC_PURCHASE_HISTORY7 Text Field (to 500 chars)
WC_PURCHASE_HISTORY8 Text Field (to 500 chars)
WC_PURCHASE_HISTORY_SKU1 Text Field (to 500 chars)
WC_PURCHASE_HISTORY_SKU2 Text Field (to 500 chars)
WC_PURCHASE_HISTORY_SKU3 Text Field (to 500 chars)
WC_PURCHASE_HISTORY_SKU4 Text Field (to 500 chars)
WC_PURCHASE_HISTORY_SKU5 Text Field (to 500 chars)
WC_PURCHASE_HISTORY_SKU6 Text Field (to 500 chars)
WC_PURCHASE_HISTORY_SKU7 Text Field (to 500 chars)
WC_PURCHASE_HISTORY_SKU8 Text Field (to 500 chars)
CREATED_DATE_ Time Stamp Field (date + time)
MODIFIED_DATE_ Time Stamp Field (date + time)
WC_CATEGORY_HISTORY1     Text Field (to 500 chars)
WC_CATEGORY_HISTORY2 Text Field (to 500 chars)
WC_CATEGORY_HISTORY3 Text Field (to 500 chars)
WC_CATEGORY_HISTORY4 Text Field (to 500 chars)
WC_CATEGORY_HISTORY5 Text Field (to 500 chars)
WC_CATEGORY_HISTORY6 Text Field (to 500 chars)
WC_CATEGORY_HISTORY7 Text Field (to 500 chars)
WC_CATEGORY_HISTORY8 Text Field (to 500 chars)
Key Fields
Data Extraction: RIID_

 

In the WC_PERSONALIZATION table, we push into these columns: (Supplement Table)
 

Name: WC_PERSONALIZATION
 
Schema
EMAIL_ADDRESS_ Text Field (to 100 chars)
WC_HOTCOMBO_TITLE Text Field (to 500 chars)
WC_HOTCOMBO_LINK Text Field (to 500 chars)
WC_HOTCOMBO_IMAGE Text Field (to 500 chars)
WC_RELATEDITEMS_TITLE1 Text Field (to 500 chars)
WC_RELATEDITEMS_LINK1 Text Field (to 500 chars)
WC_RELATEDITEMS_IMAGE1 Text Field (to 500 chars)
WC_RELATEDITEMS_TITLE2 Text Field (to 500 chars)
WC_RELATEDITEMS_LINK2 Text Field (to 500 chars)
WC_RELATEDITEMS_IMAGE2 Text Field (to 500 chars)
WC_RELATEDITEMS_TITLE3 Text Field (to 500 chars)
WC_RELATEDITEMS_LINK3 Text Field (to 500 chars)
WC_RELATEDITEMS_IMAGE3 Text Field (to 500 chars)
WC_RELATEDITEMS_TITLE4 Text Field (to 500 chars)
WC_RELATEDITEMS_LINK4 Text Field (to 500 chars)
WC_RELATEDITEMS_IMAGE4 Text Field (to 500 chars)
WC_RELATEDITEMS_TITLE5 Text Field (to 500 chars)
WC_RELATEDITEMS_LINK5 Text Field (to 500 chars)
WC_RELATEDITEMS_IMAGE5 Text Field (to 500 chars)
WC_RELATEDITEMS_PRICE1   Number field
WC_RELATEDITEMS_PRICE2 Number field
WC_RELATEDITEMS_PRICE3 Number field
WC_RELATEDITEMS_PRICE4 Number field
WC_RELATEDITEMS_PRICE5 Number field
WC_HOTCOMBO_PRICE Number field
CREATED_DATE_ Time Stamp Field (date + time)
MODIFIED_DATE_ Time Stamp Field (date + time)
Key Fields
Data Extraction: NOT DEFINED
Table Primary Key Fields
Primary Key: EMAIL_ADDRESS_

 

Privacy Law Compliance 

Each Customer is responsible for obtaining the requisite consent in accordance with applicable law from its customers and third parties for us to collect and use the Target Data as necessary for the provisioning of the Windsor Circle Services. Customer is solely responsible for the quality, accuracy, and legality of the Target Data provided to Windsor Circle by or on behalf of the Customer; and the means by which Customer acquired such Target Data.  Unless otherwise specifically disclosed to and agreed to by Windsor Circle, the Target Data provided by Customer shall not include any sensitive or special personal data that imposes specific data security or data protection obligations on Windsor Circle that are different or in addition to those specified in the written agreement(s) between the parties and the Windsor Circle Privacy Policy.

By providing this data you acknowledge that the data you are providing is in compliance with the written agreement(s) between the parties and our privacy policy.

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