Defining data sources

Use the Data Sources page to a define each transaction and profile data source that you want to use in Opportunity Detect.

About this task

When you define the transaction and profile data sources that you want to make available in workspaces, you do the following.

  • Specify the type of data source and a display name for the data source.
  • Specify every field that you want to make available for use in building trigger systems.
  • Optionally, associate named value lists with fields that have predefined values.

Transaction and profile data can not include any non-printing or meta characters.

Procedure

  1. Log in to Opportunity Detect and go to the Settings > Detect Settings > Data Sources page.
  2. Click Add Source.
  3. In the Properties panel, give the data source a name and description and specify the content type.

    The content type describes how the data is used in Opportunity Detect.

  4. In the Fields panel, click Add Fields, complete the fields in the Add a Data Source Field window and click OK.

    Repeat this step for each field that you want to use as a data source.

    For every transaction data source, you must define an audience field and a date field.

    Profile data sources require only an audience field. Only one profile data source per audience level is supported.

    For profile data sources in database tables, the value you enter in the Name field must be the same as the corresponding column name in the database.

    Optionally, select a named value list to associate with the field, if the field contains predefined values.

  5. Click Save and Close.