An Offline Purchases dataset allows you to upload customers' in-store purchase information to the Monetate platform and then leverage that data in recommendations.
This table contains the required and optional attributes, also called columns or fields, of the Offline Purchases dataset schema.
|String||The unique identifier for a customer. The value in this field cannot exceed 128 characters.|
|Datetime||The date and time of the purchase in a time zone–aware ISO-8601 long format.|
|String||The transaction identifier. The value in this field cannot exceed 64 characters.|
|Number||The line item number of the product in the transaction.|
|String||The identifier for a group of products that come in different versions. The value in this field cannot exceed 128 characters.|
Note: Each value that you pass to Monetate in this attribute must match a value passed in the
|String||A product's unique identifier. The value in this field cannot exceed 128 characters.|
Note: This attribute is optional. Each value that you pass to Monetate in this attribute must match a value passed in the
|String||The currency in which the purchase transaction was made. The value of this attribute must be a 3-letter ISO 4217 code.|
|Number||The product's price.|
|Number||The total number of a specific product the customer bought in the purchase transaction.|
|String||The unique identifier for a retail location. The value in this field cannot exceed 128 characters.|
Note: This attribute is optional.
If you include attributes not defined in this tables when creating the dataset schema, Monetate discards them without alerting you. If you include them when updating an Offline Purchases dataset, then the update fails, with the File Upload Error modal noting the presence of the unknown field(s).
An Offline Purchases dataset file that you upload must be in the CSV or TSV format. All the required attributes must appear in the file header, with the attribute name matching the exact spelling and case. Each row must include values for all the required attributes, but you don't have to provide values for the optional attributes for each row.
Submit a request using the Kibo Technical Support portal at kibotechsupport.zendesk.com if you need assistance.
Using Offline Purchase Data
The offline purchase data that you upload to Monetate you can use in a recommendation strategy so that a customer shopping on your site isn't recommended products that they've already purchased in one of your stores.
Uploading an Offline Purchases dataset is just the first step of leveraging this data. After you upload the dataset, you must navigate to the Global Recommendation Settings tab of the Recommendations page and then select it as the default source for offline purchases data for recommendation strategies. See Global Recommendation Settings for more information.
Once you set the default Offline Purchases dataset, you can then configure recommendation strategies that use this data both in combination with online sales data or by itself. You can use offline purchases data with certain collaborative and noncollaborative recommendation algorithms. See Create a Recommendation Strategy with Offline Purchases Data for more information.