Signal (Automation) Basics

myEDITED: Signal - How Do I Export Recipes? 

 

Signal is the name of the Automation tool used in the following areas of EDITED:

  • Customers > Segments & Campaigns
  • Pricing > Pricing Rules
  • Site Merchandising > Sorting Rules

 

 

You can export your analysis via  Email or API.

  • Click Exports.

 

From this view, you can Schedule or Manage the Email and API export as required. 

 

 

Exporting Via Email

To schedule and receive your report via email, complete the interactive tutorial below or read the following instructions. 

This tutorial example uses a Pricing Recipe. 

16 STEPS

1. In this tutorial you will learn how to set up, email and access your scheduled reports.

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2. Click Exports to get started.

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3. First let's schedule an email so we can get updates on our recipe directly to our inbox.

Click Schedule.

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4. Enter the email addresses of the recipients who you would like to receive the report you have just created.

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5. The Subject of your email is a required field.

Type Menswear Outerwear - increase price.

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6. You can select the frequency you wish to receive emails i.e daily, weekly or monthly.

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7. The reporting period can be changed to either daily or weekly.

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8. You also have the option to select the report format to CSV or TSV.

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9. Next select the fields you want to include within your export.

in this example we just want to view Product ID's which has been selected.

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10. Metric Score Range is set between 0-100 which is the most common range however you can edit this.

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11. Once you are happy with the details of the email click Schedule Export.

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12. To manage all of your scheduled emails.

Click Exports.

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13. Click Manage.

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14. All your scheduled emails are available here.

You can view emails you've scheduled to receive, all emails, and emails you're subscribed to.

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15. Click the box beside the relevant recipe report.

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16. Once selected, you now have the option to Schedule Recipe Email Export, Edit or Delete.

You have now completed the tutorial.

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Here's an interactive tutorial

** Best experienced in Full Screen (click the icon in the top right corner before you begin) **

https://www.iorad.com/player/2539001/Pricing---Pricing-Rules---Signal---How-To-Schedule-A-Recipe-Via-Email

  • Click Schedule via the dropdown.

Customize how this email will be scheduled in the following ways.

  • Add email recipients into the To textbox.
  • Choose the Export Type
    • Product
    • Product Selling Location
    • SKU
    • SKU Selling Location
    • Parent Product
    • Parent Product Selling Location
    • Option
    • Option Selling Location
    • Customer
  • Choose the appropriate Frequency for which the email will be sent.
    • Daily
    • Weekly
    • Monthly
    • One-Time
  • Choose the Reporting Period for the data that will be exported.
    • Day
    • Week
    • Month
    • Week to Date
    • Month to Date
    • Quarter to Date
    • Year to Date
  • Choose the appropriate Export Format, either CSV or TSV.
  • Type an email subject into the Subject box.

 

Select the Export Fields to be included in your analysis. Clicking the fields will move them to the right-hand column and include them in your export.

  • Choose Recipe Scores from existing recipes that have been created, e.g., Profit Score (E).

OR

  • Choose individual Metric Scores from additional Metrics, e.g., % Not on Site Products Score.



  • Select your preferred score formatting through the Metric Score Range dropdown, the normalized scoring range. Select the range that makes the most sense to your current working methods, e.g., 1-100. 

 

You can then choose to add filters as required. 

  • Check the Add Filter checkbox.
  • Add your field or metric into the first dropdown. 
  • Add your rule, e.g., "Is, Is Not, greater than, equal to," in the second dropdown. 
  • Type in the value to the third textbox eg. Dresses.

 

Click the Schedule Export button in the bottom right of this email template to send the email.

 

Exporting via API

 

EDITED recommends working with your dedicated Implementation and Customer Success team to work through the best process for scheduling an Export via API.

 

To schedule and receive your report via an API, complete the interactive tutorial below or read the following instructions. 

This tutorial example uses a Site Merchandising Recipe. 

 

15 STEPS

1. In this tutorial you will learn how to export your recipe via your API.

EDITED recommends collaborating with your dedicated Customer Success team to determine the best process for API delivery.

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2. From the Recipe landing page, click Exports.

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3. Under the API section, click Schedule.

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4. You will be required to add the Export Name.

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5. Next you must select the Access Key.

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6. Similar to scheduling emails you can now select the Export Type Publish frequency and reporting period.

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7. You have two Delivery Methods to choose from:

Collect from Dynamic Action API or
Deliver to Client endpoint.

Your Customer Success team will advise on the best option for you.

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8. Select Export Fields you want to include in your API report.

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9. In this example we have selected Product ID which now appears in the Selected Export Fields column.

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10. Once you are happy with your API set-up click Schedule Export.

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11. You can also manage your API exports.

Click Exports.

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12. Click Manage.

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13. You can view and access My Exports as well as All Exports, which includes any exports scheduled by colleagues in your business.

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14. Click the box next to the export name.

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15. You can now have the option to edit or delete this export.

You have now completed the tutorial.

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Here's an interactive tutorial

** Best experienced in Full Screen (click the icon in the top right corner before you begin) **

https://www.iorad.com/player/2539005/Site-Merchandising---Sorting-Rules---Signal---How-To-Export-A-Recipe-Through-An-API

 

Exporting via an API will have a process similar to the one in the email above.

The main difference is that you need to select an Access Key

Also, you must choose between two Delivery Methods for the API. 

  • Collect from Dynamic Action API

OR

  • Deliver to Client Endpoint.

For both requests, EDITED recommends working with your dedicated Implementation and Customer Success team to work through the best process.

 

 

How Do I Manage Email & API Exports?

To manage the Email or API exports you are scheduling, receiving, or owning.

  • Click Manage via the export dropdown.

You can choose between three tabs in the Email Export view. 

  • My Emails
  • All Emails
  • My Subscriptions

And two, in the API Export view.

  • My Exports
  • All Exports

To manage your Email or API exports

  • Tick the checkbox next to the Email/API export name of choice. 

 

From this point, you can choose to action the following:

  • Schedule Recipe Email/API export
  • Edit the Scheduled Email

OR

  • Delete the Scheduled Email

If there are many email or API exports, remember that you can use the search bar to quickly narrow down what you need to manage.