| Develop a searchandising and personalization strategy for your site.
Determine any custom attributes you want to create and use for sorting
search results or creating customer group promotions. |
Customer: Merchant |
1–3 hours |
| Assign roles for merchandising tasks. |
Customer: Merchant |
15 minutes |
| Make sure that personnel have the appropriate permissions. |
Customer: Administrator |
15 minutes |
|
Add new tags to your Internet Store Markup Language (ISML)
templates to collect data from your site. Use the SiteGenesis implementation of active merchandising as an
example of tagging. Refer to the Reference Application implementation of active merchandising
for information on what templates to tag for sites based on the older
reference application.
|
Customer: Developer |
30 minutes to 4 hours |
|
Validate the Tagging Effort.
|
Customer: Developer |
5 minutes |
|
 Review page tagging for accuracy using the Analytics Debugger.
|
B2C Commerce: CRM
Customer: Developer
|
2-hour meeting |
|
Customer includes a file for the Cost and Newness
metrics.
Creating Feeds.
Creating the Custom .csv Feed
Files.
Importing the Custom
.Csv Feed Files and rebuild the product search index. You can
then immediately test rules based on imported feed data, as long as you
also have active data available.
Warning: Active Data imports use REPLACE
mode. Attributes not in the CSV file are permanently deleted. See the
import topic for prerequisites and data loss warnings.
|
Customer: Developer and Administrator
|
Varies based on requirements (for the tasks, 15, 30, and 5
minutes, respectively) |
|
Automate the feed import.
Create an import pipeline for active data feeds
using the ImportActiveData pipelet.
Create a job to automate active data import.
|
Customer: Developer |
30 minutes |
|
(Optional) If your searchandising or personalization strategy requires
it, create custom attributes for the ProductActiveData and
CustomerActiveData objects.
|
Customer: Developer |
Depends on the number of attributes to be created, but if the number is
under five, approximately 20 minutes. |
|
Make tagging changes as required.
|
Customer: Developer |
1 day |
| Update the Salesforce Support ticket to indicate that the
active data collection is ready to go live. |
Customer: Developer |
|
|
Make tagging changes as required.
|
Customer: Developer |
1 day |
|
Update the Salesforce Support ticket to indicate that the active
data collection is ready to go live.
|
Customer: Developer |
|