Orders, attributes of orders and products

This section helps you set up everything needed to properly import your orders into ExpertSender CDP.

Settings 

Here you decide how orders connect to specific customers in your platform. You have three options to choose from:

• Email 
• Phone number 
• CRM ID 

This feature comes in handy when you want to identify customers who have accounts in your online store but sometimes shop without logging in (if your store allows guest checkout). This way, you won’t lose track of your customers’ complete purchase history.

Order attributes and product attributes

In both tabs, you’ll see a table with these columns:

• ID – the attribute’s sequential number, which also works as its identifier.
• Name – your custom description for the attribute.
• Type – the data format, like integer, date, text, or URL.
• Description – extra details about the attribute and how you plan to use it.
• Required – whether this attribute must be included during import.
• Edit or delete – options to modify or remove the attribute.

You can sort attributes by clicking any column header – just click the red arrow next to the column name to switch between ascending and descending order.

How to add a new order attribute and product attribute

Adding attributes works the same way for both products and orders.

To create a new order or product attribute, click the Add order attribute or Add product attribute button above the table on the right. A form will open with the fields you need to fill out – these are the same fields you’ll see in the table afterward.

1. In the Name field, enter a unique name that clearly identifies this attribute.
2. In the Type field, select the data type that fits your attribute. Here are your options:
   • String – a sequence of characters like order status or delivery method. Maximum 256 characters.
   • Text – text information up to 2048 characters like browser type, operating system, product color, brand, or category. The text data type is not included in segmentation.
   • Number – any whole number, like average monthly orders. The value range for this data type is from -2 147 483 648 tp 2 147 483 648.
   • Money – numerical values in currency format, like average order value. The value range is from -999 999 999,99 to 999 999 999,99.
   • Date – date information, like first order date.
   • Date and time – precise date and time stamps.
   • Single select – predefined options like loyalty card types,
   • Yes/no – checkbox for binary information like free delivery eligibility.
   • URL – web addresses up to 256 characters long.
3. In the Description field, add helpful context about when and how to use this attribute – maybe mention which product segments or campaigns it’s designed for.
4. 4. Click Save. Your new attribute is ready and will appear in the table.

Order statuses 

In ECDP, we use four specific statuses for orders:

1. Placed – the customer submitted an order but hasn’t paid yet. These orders don’t count toward revenue calculations.
2. Paid – the customer paid for the order, but it hasn’t shipped yet. These orders are included in revenue, RFM analysis, Customer 360 profiles, and segmentation.
3. Completed – the customer received their order. These orders are included in revenue, RFM analysis, Customer 360 profiles, and segmentation.
4. Canceled – the order was canceled, returned, or refunded. These orders still appear in revenue calculations.

You can check order statuses in these places:

• The Orders section. 
• Individual order details. 
• Customer 360 profiles, in the Last order panel. 

You can check order statuses in these places:

Default order status 

Every order in ECDP gets a default status if it doesn’t come with one already assigned. You can choose this default status in Settings > Orders > Order statuses. New business units automatically get Paid as their default status, but you can change this to any of the four available options. This change only affects new orders added to ECDP that don’t already have a status.

Adding order statuses 

Adding order statuses using the API 

You can add order status in two ways: 

POST method: 

• Used to add new orders to ECDP. 
• Including the order status is optional – your request might or might not include a ‘status’ parameter.
• If you don’t include the ‘status’ parameter, the order gets the default status from Settings > Orders > Order statuses.
• If you include the ‘status’ parameter but leave it empty, you’ll get an error and the order won’t be added.
• Status names aren’t case-sensitive – you can use lowercase or uppercase.

PUT method: 

• Used to update existing order statuses in ECDP. 
• Requires two mandatory parameters: order ID (orderID) and order status (orderStatus). 
• Missing either parameter will cause an error and prevent the update. 
• Status names aren’t case-sensitive – you can use lowercase or uppercase.

Importing order statuses from a file 

• Your order data file should include a ‘Status’ column with status names for each order: placed, paid, completed, or canceled.
• During import, map the ‘Status’ column to the corresponding field in the column mapping step.
• If your file doesn’t have a ‘Status’ column, or you skip mapping it, orders will get the default status from Settings > Orders > Order statuses.
• If you map the ‘Status’ column, but it contains incorrect values or empty fields, you’ll get an error and the orders won’t import.