Setting up data for Next best recommendations

Before creating Next best offers and Next best actions, you will need to set up the data that will be used to create offers and actions.

Step 1: Create Promotion Category data object

You will need to create a new data object: Promotion Category. Follow the steps for Creating custom data objects.

Step 2: Publish changes

After creating the Promotion Category data object, follow the steps for Publishing changes.

Step 3: Create ingest job

You'll need to create ingest jobs to import data into the following data objects: Category, Promotion, and Promotion Category (new data object).

Before creating the ingest jobs, ensure the following:

• Relevant data is loaded into the Product data object.

• Product ID data is in sync with the Product data object.

• Associated Product ID data is in sync with the Promotion and Promotion Category data objects.

When creating the ingest jobs, do the following:

1. Ensure that the same source is used for each ingest job. If needed, create the source that will be used.

2. Create the ingest job that will ingest separate CSV files into each data object: Category, Promotion, and Promotion Category.

3. When setting up the ingest job field mapping, ensure that you configure appropriate mappings.

Here's an example mapping for each data object.

Category data object

Source field	Data model attribute
SourceCategoryID	Category - SourceID
Name	Category - Name
Description	Category - Description
Type	Category - Type Type value should have values of ActionRecommendation or OfferRecommendation
Priority	Category - Priority
IsActive	Category - IsActive IsActive must have values of true or false (transform to boolean if value is not true or false)
Area	Category - Area
SubArea	Category - SubArea

Promotion data object

Source field	Data model attribute
SourcePromotionID	Promotion - SourcePromotionID
Name	Promotion - Name
Description	Promotion - Description
Type	Promotion - Type Type value should have values of ActionRecommendation or OfferRecommendation
StartTS	Promotion - Start Timestamp (Transform to "date")
ExpirationTS	Promotion - Expiration Timestamp (Transform to "date")
IsActive	Promotion - IsActive IsActive must have values of true or false (transform to boolean if value is not true or false)
SourceProductID	Promotion - SourceProductID Note: Ensure this attribute value is filled with the associated source product ID that exists in the Product object.
ProductID	Promotion - ProductID Note: Ensure this attribute value is filled with the associated product ID that exists in the Product object.
SuppressionPeriod	Promotion - SuppressionPeriod
SuppressionMagnitude	Promotion - SuppressionMagnitude
ValidityPeriod	Promotion - ValidityPeriod
ValidityMagnitude	Promotion - ValidityMagnitude
Channels	Promotion - Channels

Promotion Category

Source field	Data model attribute
SourcePromotion_CategoryID	PromotionCategory - SourcePromotion_CategoryID
SourcePromotionID	PromotionCategory - SourcePromotionID
SourceCategoryID	PromotionCategory - SourceCategoryID

Step 4: Publish changes and run jobs

After creating the ingest job, do the following:

1. Follow the steps for Publishing changes.

2. Run the ingest job, either as scheduled or on demand from the Data Feeds page.

3. Run the data warehouse job to bring offers and actions into Oracle Unity.

To run the Data warehouse job:

1. Click the Oracle icon in the bottom-right corner to open the navigation menu.
2. Select Data feeds.
3. Click the Action menu () for the System - Data warehouse job and select Start.
4. Monitor the job from the Jobs dashboard.

Step 5: Verify data in the Data viewer

Once the data warehouse job successfully runs, use the Data viewer page to view data object records and ensure that the data was successfully loaded into the Category, Promotion, and Promotion Category data objects.

Step 6: Create destination

You'll need to create a destination so that you can configure where the Next best recommendation data will be exported to. The following destination types are supported for Next best recommendations.

• Secure FTP: Create a Secure FTP destination.

• Responsys: Create a Responsys destination.

• CX Sales: Create a CX Sales destination for Next best recommendations.

• Eloqua: Create an Eloqua destination for Next best recommendations.

Next steps

After creating the destination, you can start Creating Next best offers and Creating Next best actions.

analytics, recommendations, offers, actions, nba, nbo, next best offers, next best actions, create offer, create action