忠誠度資料和資料集 loyalty-data-and-datasets

在此頁面上:​瞭解哪些Adobe Experience Platform身分識別、設定檔、活動、對象和資料集支援忠誠度挑戰,以及資料集的存留時間如何影響資料保留。

概觀 overview

忠誠度挑戰仰賴Adobe Experience Platform的身分、設定檔屬性、體驗事件和受眾。 使用此頁面瞭解要準備哪些資料、涉及哪些資料集,以及​ 存留時間(TTL) ​在您編寫挑戰或使用忠誠度挑戰API之前如何影響保留率。

請連絡您的Adobe管理員,以設定Journey Optimizer方案,或在​ 熟客方案設定 ​功能表中設定獎勵履行和事件對應。 瞭解如何設定忠誠度挑戰。 如需REST端點和驗證資訊,請參閱熟客挑戰中繼資料API參考和熟客挑戰狀態API參考。

透過來源的忠誠度聯結器 loyalty-connectors-sources

如果您的忠誠度資料是在外部獎勵平台中進行管理,您可以使用​ 來源 ​聯結器將該資料擷取到Adobe Experience Platform,然後用於忠誠度挑戰。

Journey Optimizer檔案中列出的熟客和獎勵聯結器包括:

  • Talon.One
  • 毛細管
  • Kobie
  • 熔岩

如需聯結器上線和端對端設定,請參閱開始使用來源聯結器和Experience Platform來源目錄。

Adobe Experience Platform資料 aep-data

輪廓屬性 profile-attributes

在​ XDM Individual Profile ​類別中挑戰對象、個人化和報告使用設定檔。 將您用於忠誠度挑戰的身分識別名稱空間與您設定檔資料中識別成員的方式,以及與​ 忠誠度設定 ​功能表中​ 全域設定 ​中選取的名稱空間對齊。

對於設定檔上的標準熟客屬性(點、層級、方案、狀態和相關欄位),請使用Experience Platform 熟客詳細資料​結構描述欄位群組。 該欄位群組定義loyalty物件及其屬性(例如points、tier、program和status)。

➡️ 熟客方案詳細資料結構描述欄位群組

➡️ Adobe Journey Optimizer結構描述參考

體驗事件 experience-events

購買、支出​和​ 自訂事件 ​任務取決於內嵌到Adobe Experience Platform中的體驗事件。 針對​ 自訂事件 ​任務,必須在​ 忠誠度設定 ​功能表中設定相符的事件對應(事件名稱、體驗事件結構描述和欄位對應),行銷人員才能在任務產生器中輸入自訂事件值。 瞭解如何設定事件對應

確保事件裝載使用與您的忠誠度挑戰設定相同的身分名稱空間,好讓進度可歸因於正確的設定檔。

受眾與報表 audiences-reporting

行銷人員在設定挑戰資格時選取平台對象。 忠誠度績效儀表板使用Adobe Customer Journey Analytics。 探索忠誠度績效

資料集存留時間(TTL) dataset-ttl

忠誠度挑戰會將操作和報表資料儲存在Adobe Experience Platform資料集中(包括為您的方案建立的事件和個人化相關資料集)。 資料集​ 存留時間(TTL) ​會控制資料在資料湖中保留的時間長度,以及在適用時,在設定檔存放區中保留的時間長度。

Journey Optimizer將TTL護欄套用至許多系統產生的資料集。 忠誠度相關資料集會遵循與沙箱相同的平台保留模式。

在Journey Optimizer中➡️ 資料集存留時間(TTL)護欄

NOTE
組織層級的熟客方案設定可包含透過熟客方案中繼資料服務管理的封存和保留設定(例如封存期間)。 如果您需要調整組織的保留率,請洽詢Adobe管理員。
AI Knowledge Reference

This section contains structured knowledge intended to support interpretation, retrieval, and question answering related to this topic.

For complete understanding, this information should be combined with the documentation on this page. Neither source is intended to stand alone; the page describes the feature, while this section provides additional context that helps disambiguate terminology, intent, applicability, and constraints.

  • TL;DR: This page lists the Adobe Experience Platform identities, profile attributes, experience events, audiences, and datasets that Loyalty Challenges requires, and explains how dataset time-to-live affects data retention.

Intents:

  • Identify which Adobe Experience Platform profile attributes, experience events, audiences, and datasets support Loyalty Challenges.
  • Align the identity namespace used for Loyalty Challenges with how members are identified in profile data.
  • Configure event mappings so marketers can enter custom event values in the task builder.
  • Ingest external loyalty data into Adobe Experience Platform using Sources connectors.
  • Understand how dataset time-to-live affects retention of loyalty-related data.

Glossary:

  • Loyalty configurations: the menu where reward fulfillment and event mapping are configured (product-specific)
  • Global settings: the area within the Loyalty configurations menu where the identity namespace is selected (product-specific)
  • Loyalty Details: the Experience Platform schema field group that defines the loyalty object and its properties (for example points, tier, program, and status) (product-specific)
  • Purchase, Spend, Custom event tasks: task types that depend on experience events ingested into Adobe Experience Platform (product-specific)
  • Dataset time-to-live (TTL): controls how long data is retained in the data lake and, when applicable, in the Profile store (product-specific)

Guardrails:

  • Event payloads must use the same identity namespace as the Loyalty Challenges configuration so progress can be attributed to the correct profile.

Prerequisites and permissions:

  • Matching event mappings (event name, Experience event schema, and field mappings) must be configured in the Loyalty configurations menu before marketers can enter custom event values in the task builder for Custom event tasks.

Terminology:

  • Acronym: TTL — Time-to-live
  • Do not confuse: “Loyalty configurations” (menu for reward fulfillment and event mapping) ≠ “Global settings” (sub-area for identity namespace selection)

FAQ:

  • Q: Which Experience Platform class do challenge audiences, personalization, and reporting use? — Profiles in the XDM Individual Profile class.
  • Q: What schema field group holds standard loyalty attributes on the profile? — The Loyalty Details field group, which defines the loyalty object and properties such as points, tier, program, and status.
  • Q: What must be configured before marketers can enter custom event values for Custom event tasks? — Matching event mappings (event name, Experience event schema, and field mappings) in the Loyalty configurations menu.
  • Q: How can external loyalty or rewards data be used in Loyalty Challenges? — Ingest it into Adobe Experience Platform using Sources connectors.
  • Q: How does dataset TTL affect Loyalty Challenges? — Dataset time-to-live controls how long operational and reporting data is retained in the data lake and, when applicable, in the Profile store. Journey Optimizer applies TTL guardrails to many system-generated datasets, and loyalty-related datasets follow the same Platform retention model for your sandbox.

Related pages:

  • For configuring loyalty challenges and event mappings: Learn how to configure loyalty challenges (loyalty-challenges/loyalty-admin.md)
  • For connector onboarding and end-to-end setup: Get started with sources connectors (start/get-started-sources.md)
  • For selecting audiences when configuring challenge eligibility: audiences (audience/about-audiences.md)
  • For exploring loyalty performance dashboards: Explore Loyalty performance (loyalty-challenges/loyalty-performance.md)
  • For dataset retention guardrails: Datasets Time-to-live (TTL) guardrails in Journey Optimizer (data/datasets-ttl.md)

Personas:

  • admin: Can coordinate with the Adobe administrator to adjust organization-level archive and retention settings managed through the Loyalty metadata service. The page states that dataset time-to-live controls how long data is retained in the data lake and, when applicable, in the Profile store. Where: “Dataset time-to-live (TTL)”.
  • developer: Can use the Loyalty Details schema field group, which defines the loyalty object and properties such as points, tier, program, and status. Can configure event mappings (event name, Experience event schema, and field mappings) in the Loyalty configurations menu for Custom event tasks, before marketers enter custom event values in the task builder. The page states that event payloads must use the same identity namespace as the Loyalty Challenges configuration so progress can be attributed to the correct profile. Where: “Experience events”.

Onboarding:

  • Level: Intermediate
  • First minimal step: Configure reward fulfillment and event mapping in the Loyalty configurations menu.
  • Success check: Marketers can enter custom event values in the task builder.
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