User Data Schema Creator

Follow

The CRM Schema Creator is a tool that enables you to create or modify a schema quickly and easily. The JSON schema is used to sync user data to a User Data feed in the Dynamic Yield console.

DY Labs tools complement the Dynamic Yield offering, but have not been subjected to the same level of testing, and are therefore not officially supported. 

Creating a new schema

Open the User Data Schema Creator link, and do the following:

  1. Click Start from Scratch.
     The build page appears.
    Screen_Shot_2022-02-16_at_11.16.19.png
  2. Fill in the following values:
    1. Column name in your CRM source.
    2. Condition name in Dynamic Yield.
    3. Condition Type: Select a condition type from the dropdown menu.
    4. Possible values in your CRM (available for dropdown, true/false, and bucket condition types. Note that bucket values are ranges of whole numbers).
    5. How they appear in the audience conditions (available for dropdown and true/false condition types). 
  3. Click Add Condition.
    Every time you click Add Condition, the schema code is updated in the schema result box.
  4. API users: Copy the schema code from the Your Schema area and paste it into the User Data feed settings.
    CSV users: Copy your schema code and send it to Support.

Modifying an existing schema

  1. API users: In your User Data feed, go to Settings and copy the schema code
    CSV users: Get your existing schema code from Support.
  2. In the User Data Schema Creator, click Change an Existing Schema.
  3. Paste the existing schema in the box, and then click Import Schema.
    The fields of the schema generator are filled according to the schema.
  4. Edit, remove, or add conditions as needed. 
  5. API users: Copy the schema code from the Your Schema area and paste it into the User Data feed settings.
    CSV users: Copy your new schema code and send it to Support.

Applying the schema in the User Data feed settings

API user

  1. Click Copy to clipboard to copy the schema code.
  2. Go to the User Data feed settings, and paste the schema into the Data Schema area. 
    image.png
  3. Ensure that the identifier is the correct type. The default is ihe (hashed email). Change this value only if you want to use a different CUID type.
  4. Do one of the following:
    1. Save as draft if you might need to apply further changes.
    2. Save and activate to go live.

CSV users

Share your updated schema code with Support, and provide a sample user data file for quick validation.

Notes

  • The identifier column in the User Data feed is not part of the schema code so there is no need to add it in the tool.
  • The code is updated each time Add Condition or Remove is clicked to reflect the current input.