Configuring Contact details as trigger types

A Contact's extended details are put into the Ambient Data Framework by the Audience Manager cartridge. You can use Contact extended details as triggers for promotions by editing the trigger types in the trigger-types.xml configuration file. (Note that Contact extended details are configurable.)

Before you begin

You must have Audience Manager installed and configured, including the Audience Manager cartridge for the Ambient Data Framework.

Procedure

  1. Go to your Index Server FREDHOPPER_HOME\data\instances\indexer\config directory.
  2. Open the trigger-types.xml configuration file in a text editor.
  3. Add the following triggers for defining triggers based on Contact data collected by the Audience Manager cartridge, based on the default extended details delivered with Audience Manager (configurable):
    <trigger-type url-param="am_ex_age" 
         name="Contact - Age" basetype="number"/>
    <trigger-type url-param="am_ex_birth_date" 
         name="Contact - Birthday" basetype="date"/>
    <trigger-type url-param="am_ex_city" 
         name="Contact - City" basetype="text"/>
    <trigger-type url-param="am_ex_company" 
         name="Contact - Company" basetype="text"/>
    <trigger-type url-param="am_ex_identification_source" 
         name="Contact - Identification Source" basetype="text"/>
    <trigger-type url-param="am_ex_prefix" 
         name="Contact - Prefix" basetype="text"/>
    <trigger-type url-param="am_ex_working_years" 
         name="Contact - Working Years" basetype="number"/>
    <trigger-type url-param="am_keywords" 
         name="Contact - Keywords" basetype="text"/> 
  4. When the possible values of a trigger type are selected from a list, use the <list-of-values> element to define these values, for example:
    <trigger-type url-param="am_ex_city" basetype="text" name="am_City">
    	  <list-of-values multiselect="false" default-value="Amsterdam">
    			  <value>Amsterdam</value>
    			  <value>London</value>
    			  <value>New York</value>
    			  <value>Paris</value>
    		</list-of-values>
    	</trigger-type>

    where:

    • multiselect is false if you can only select one value, or true if you can select multiple values
    • default-value is the default value selected
    The list of values are displayed as check boxes in the Business Manager.
  5. Save the trigger-types.xml .
  6. Copy the trigger-types.xml to all your Fredhopper instances and restart them.