Using Transactional Data in Adestra

Import your transaction data for use in targeted campaigns. Once imported, you can use your data for advanced segmentation and personalisation.

Adestra maps your transaction data using a fixed relationship model for viewing in the Contact Profile.

Tip: make use of our conversion capture feature to capture basket data at each basket update and target campaigns to those who abandon a cart process.

Transactional data model key terms

Adestra uses a fixed relationship model centred on transactions and the product information involved in those transactions. The key terms/functions of the model are:

  • Product (items) - a listing of things sold by you, e.g. name, SKU, product ref, price, tags, etc. Products can appear in many transactions and do not necessarily need to be a physical item.

  • Transaction - a grouping of products and additional costs (VAT, P&P, discounts, etc.) with a specific point in time. Each transaction is unique to the contact but can include many products.

  • Contact - the person associated to the transaction. Contacts can be associated to many transactions.

  • Brand - allows you to separate your products and transactions and control user access to data (you would normally create a brand in Adestra for each of your brands/business units to keep them isolated).

Importing transactional data

Typically, you would import transaction data using the API, either in real time or at the end of the day as a bulk import. Alternatively, you can manually import your data.

Note: by importing transactions into Adestra you will also populate your items list.

Transaction Type Examples

Object-based transaction

A book publisher has lines of books split into brands for kid's fiction, young adult fiction, etc.

Each brand has multiple products (books). A customer 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.