Orders, attributes of orders and products

In this section, you can enter the information necessary to properly import your orders to ExpertSender. 

Settings 

Here you can decide how orders will be linked to a specific customer in the platform. You can choose from three options: 

• Email 
• Phone number 
• CRM ID 

This option is useful for identifying customers who, for example, have an account in your online store, but sometimes make their purchases without logging in (provided that you offer such an option in your e-store). This way, you will not lose the continuity of your customers’ purchase history. 

Order attributes and product attributes

In both tabs, you will find a table with the following columns: 

• ID – Ordinal number of the attribute, which also serves as its identifier. 
• Name – Individual description of a given attribute. 
• Type – Type of data, e.g., integer, date, text, URL. 
• Description – Additional characteristics of the attribute, e.g., use. 
• Required – Whether a given attribute is required for import. 
• Edit or delete an attribute. 

You can sort attributes by any column in ascending or descending order – simply click the red arrow next to the name of the column. 

How to create a new order attribute and product attribute? 

The method of adding attributes for products and orders is the same. 

To add a new order or product attribute, click the Add order or product attribute button located above the table on the right. A new window will open with fields you need to complete. These are the same fields that are later visible in the above-mentioned table. 

1. In the Name field, enter a unique name for the attribute that will easily distinguish it from others. 
2. In the Type field, select the data type specific to this attribute. Choose from the following options:
   • String – It means a string of characters, e.g., order status, delivery method. This field can contain a maximum of 256 characters. 
   • Text – This field stores longer text information, e.g., the browser or operating system used by customers, color, brand, or type of product. 
   • Number – This option displays any integer, e.g., the average number of orders in a month. 
   • Amount – This field displays numerical values but in currency, e.g., average order value. 
   • Date – This field stores the date, e.g., the date of the first order. 
   • Date and time – This field stores the exact date and time. 
   • Selection list – It allows you to add, e.g., a type of loyalty card. 
   • Yes/no – This checkbox can store information about, e.g., free delivery. 
   • URL – This field stores the URL. 
3. In the Description field, enter additional information about the attribute, e.g., in what situation it should be used, for which product segment or promotional campaigns it was created. 
4. Click Save. The new attribute is now ready and will appear in the table. 

Order statuses 

In ECDP we assign the following statuses to orders: 

1. Placed – the customer has placed an order but has not yet paid for it. Orders with this status are not included in the revenue. 
2. Paid – the customer has paid for the order, but it has not yet been shipped. Orders with this status are included in the revenue, the RFM analysis, Customer 360 profile and segmentation. 
3. Completed – the customer has received the order. Orders with this status are included in the revenue, the RFM analysis, Customer 360 profile and segmentation. 
4. Canceled – The order has been canceled, returned or refunded. Orders with this status are still included in the revenue. 

Order statuses can be viewed in the following locations:

• In the Orders section. 
• In the order details. 
• In the Customer 360 profile, in the Last order panel. 

Order statuses are used as filters in the system search engine and as a feature in column mapping during data import. 

Default order status 

The default order status is assigned to every order registered in ECDP that does not have a status of its own. The default status can be selected in Settings > Orders > Order statuses. 

By default, the Paid status is selected for every newly created business unit. However, you can change this setting and choose any of the four available. This change will only apply to new orders added to ECDP that do not have a status assigned.

Adding order statuses 

Adding order statuses using the API 

You can add order status in two ways: 

POST method: 

• It is used to add a new order to ECDP. 
• Providing the order status is optional. This means that the query may or may not include a ‘status’ parameter. 
• If the ‘status’ parameter is not included in the query, the default status selected in Settings > Orders > Order Statuses will be assigned to the order.
• If the ‘status’ parameter is included but not populated, it will result in an error and the order will not be added to the platform. 
• The status is not case-sensitive, so you can enter the status name in either lowercase or upper case. 

PUT method: 

• Used to update the status of an existing order in the ECDP platform. 
• The method requires two mandatory parameters: order ID (orderID) and order status (orderStatus). 
• If either of these parameters is missing, it will result in an error, and the order will not be updated. 
• The status is not case-sensitive, you can enter the status name in either lowercase or uppercase. 

Importing order statuses from a file 

• The order data file should contain a ‘Status’ column, which should contain the status names for each order: placed, paid, completed, or canceled. 
• During the import process, in the ‘column mapping’ step, assign the ‘Status’ column to the row containing the status names. 
• If the imported file does not include a ‘Status’ column or if you skip mapping this column, the default status selected in Settings > Orders > Order Statuses will be assigned to the orders.
• If the ‘Status’ column is mapped but contains incorrect values or empty fields, it will result in an error, and the order will not be imported.