The CustomerGauge system makes it easy to load (manually or automatically) data into the system.
When creating your data files there are a few things to consider and they are summarised below. All of the information is located within the system documentation but this post pulls them together into one list for easy reference.
You should ensure that you de-dupe each file before loading. CustomerGauge has a failsafe de-duplication process that will turn off sending for your system if you load duplicate invite records more than once in any 4 hour period. Customer Success staff will be alerted and your system re-started but it's best to avoid the issue.
The file de-duplication should be based on the duplication rules operating in your system.
Agent Name/ Agent Email
Your load file needs to have either both AgentName and AgentEmail or neither. The load will fail if you have AgentName and no AgentEmail. Also you can’t have the same AgentEmail for every agent. AgentEmail needs to be unique for each AgentName.
All dates in load files need to be formatted as yyyy-mm-dd.
This includes Excel files. In Excel you may need to adjust the column formatting to get this layout.
No Data in a Segment?
If you have a segment that does not contain any data (for the record or all records) you have two choices:
1. Fill the XML tag or Excel column with a "blank": Don't use spaces or "NULL" as these will be interpreted by the system as segment values and clutter your reporting views. This is a good approach where you only have data for some records.For those records with no data load a blank.
2. Exclude XML tag or Excel column from the file: Just remove the tag or column from the data load file. You don't have to have every field in the file.
Note that were a data element is required these options do not apply.
The Order Date in your file is the date on which the CustomerGauge system will actually send your email invite.
If you load data with a future dated Order Date the system will hold the invite until the Order Date and then send it.
If you load data with an historical Order Date, the invite will be sent immediately.
Consistent Segment Values
CustomerGauge creates reporting groups based on the data that you load.
It does this using the text of the data loaded so you need to take care to be consistent when create labels, particularly from different systems. If you load data for the same segment value with different capitalisation or spacing CustomerGauge will create multiple reporting segments.
For instance, loading these values in the same segment field will create three different segment values for reporting purposes:
- Segment One
So ensure that you are consistent with labelling your segment values.
sFTP Data Loads
If you are loading data to the sFTP site you need to ensure that every file has a unique file name. CustomerGauge processes each filename only once so if you load multiple data sets with the same filename, CustomerGauge will not process the new data when it is loaded.
You can use a simple name convention such as:
yyyy-mm-dd-01 MyCompany Data
See this help file for more information on sFTP date loads: sFTP data load
Sample XML Files
You can download a sample XML file below. You need to customise the fields to those you have selected for your system but the basic format stays the same.
A note on value format: case sensitivity
The first time you load a value into the system, this version will save, and after that it is not case sensitive - so say for example, you load 'CustomerGauge' into the database, and after that upload 'CUSTOMERGAUGE, customergauge' or 'CustomerGauge' - they are all considered the to be the same value, but will display in the system as 'CustomerGauge' because that was the first version added.