Transactional Data

Make use of your contact's recent and historic transactional data by creating targeted campaigns; whether from real-time transaction information or previous purchases.

The platform allows you to import your transaction data via our API, and its flexibility means you can do it in real time or at the end of the day as a bulk import. It is then viewable in the Contact Profile, allowing you to view transactions and the individual products or items associated.

You can also make use of our conversion capture technology, which will capture basket data at each basket update and allow targeted campaigns to those who abandon a cart process.

Then use the data you import with our Template API capabilities, enabling data to be pulled through into campaigns related to your contacts.

On this page:

Key Terms

Brands: allow you to separate your products and transactions, and to control user access to product and transactional data (you would normally create a Brand in Adestra for each of your brands/business units to keep them isolated).

Products/Items: name, SKU/Product Ref, price, tags

Transactions: grouping of product(s) and additional costs (VAT, P&P, discounts etc.) with a specific point in time

Contact: the person who has done the transaction

Fixed Relationship Model

The platform uses a fixed relationship model to map its transactional data, this is described below and centres on transactions and the product information involved in those transactions.

Products can appear in many transactions - they are a listing of things sold by you, this is not necessarily a physical item (see examples below for further).

Transactions can include many products, but are unique to the contact that went through with the transaction and can include additional costs (postage and packaging or VAT, for example).

Contacts can be associated to many transactions, as they can continue to purchase/reserve etc. your items at any time you allow.

Brands allow you to give control to users, and restrict the products they can view.

Transaction Examples

Object-based transaction

Publisher called Birds Books has an account with Adestra. They have many lines of books, which they have split into brands: Crow Classics, Kiwi Kids and Emu Education

Each brand has multiple products (books). A contact goes to the online store, on Monday at 11:08, and buys a few products with £3.99 P&P. The group of products, alongside the time of the transaction and P&P is called a transaction.

Time-based transaction

A Physiotherapist is organising their day and has time slots for patients.

A patient (contact), reserves two sessions from 1000-1100 for Monday. The sessions, 1000-1030 and 1030-1100 are individual products. The reservation of both sessions for a given day is the transaction.

The patient is the only person who can use those times for that day.