使用自动化来上传数据
When it comes to uploading communications for automation, there are two key concepts to grasp:
- 您需要上传哪些数据？
- 如何上传这些数据？
在设计自动化以将数据上传到 Communications Mining 时，第一步是确定真正需要上传的数据。通常，此数据可分为两个主要类别：通信内容本身和通信附带的用户属性。
Communications Mining 要求通信至少具有正文、时间戳和 ID。您可以在《Communications Mining 开发者指南》中查看支持的字段的完整列表，但关于通信内容，有一些关键方面需要注意：
- 您用于
ID的值不应是随机生成的，理想情况下应来自您用来获取数据的任何系统，例如，从 Gmail 同步时，您可以使用Internet Message ID标头，或如果从论坛上传评论，则为分配给评论的 ID。如果您稍后需要重新处理数据，这将使重新处理数据容易得多 - 应以 UTC 形式提供时间戳，以确保数据集的一致性
- 如果需要清理电子邮件的主题/正文（例如由于源系统中的格式错误），您需要在将数据上传到平台之前进行。
当在上传数据的同时上传通信本身时，用户属性非常有用。
- 执行下游自动化需要哪些数据？
First, consider what data your downstream automation will require. For instance, when syncing emails from Gmail, you'll likely need the message ID, the mailbox the email came from, and perhaps the folder it was stored in. Add all this data as user properties, so your automation can use it later to perform actions on the communication.
- 哪些数据可用于分析？
Next, think about what information will be valuable for analytics within the Communications Mining platform itself. Usually, you'll want to chat with your business users about this during the solution design phase. For example, when uploading communications from a CRM tool, including the customer's tier (like gold, silver, bronze) or their geographic location can be really useful. This data allows the business to ask insightful questions, such as 'What do Gold tier customers complain about that bronze tier customers do not?'.
