S3 (Emulate)
A) Prepare your data.
Note: The file should be in Comma Separated Values (CSV) format.
There should be a header row with column names. The following column names are supported (unknown columns will be ignored, field name order and case does not matter):
Field | Notes |
|---|---|
receiptId | required Unique transaction ID - string |
customerId | required Unique patient ID - string |
Store_Name | required unique location ID - string |
sku | string |
Product Name | string |
Category | string |
Vendor | string |
quantity | int |
unitCost | float |
subtotal | float |
tax | float |
discount | float |
createdUTC | 2006-01-02 15:04:05 |
customerFirstName | string |
customerLastName | string |
customerEmail | string |
customerPhone | string |
customerGender | string |
customerDOB | 2006-01-02 15:04:05 |
employee | string |
B) Place the data in an Amazon S3 bucket. The data should be at the top level; it should not be inside any other folders.
C) Enable AIQ to see your data.
- In AIQ, go to "Connect data" on the left-hand navigation, and then select the "Data Sources" tab on this page.
- Click "Connect" on Emulate.
- Check the box indicating "All users from this source have passed an age-gate compliant with my industry."
- Enter your S3 connection information.
- Send an SMS double opt-in request if a contact with a phone number is synced from this source after: X Date - recommend turning this on after going live with new sign-ups. This will trigger an SMS to be sent to any phone number that is not currently opted in to ask them to join the marketing list (message shown under SMS defaults).
- Turn on loyalty membership if contact is synced from this source after: X Date - this will auto reenroll any persona sourced from LeafLogix as a loyalty member regardless of signup on a form; useful to speed up the process and catch everyone if desired.
- Use AIQ's last backup of this sources data - Turn this on to freeze your data from this source from the last audience run and discontinue hitting the source's API for new data. DO NOT TURN ON UNLESS SWITCHING POS AND WANT TO KEEP DATA
