User Schema - Castled

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Getting Started

Important Terms

Account Management

Account Creation

Object/Schema

Engagement

Segmentation

Campaign by Channels

Workflow

Message Template

Personalisation

Analytics/Reports

Campaign Report

Workflow Report

Apps

Facebook Audience

Facebook Conversion Api

Settings/Configs

Data Warehouses

Channel Configs

Physical Address

Security

Developer Resources

SDK Integration

Android Quick Start Guide

iOS Quick Start Guide

Appendix

Connecting via SSH Tunnel

iOS Authentication Key Setup

Data teams needs to define the User schema to be used in Customer Segmentation.

Go to Schema > Users/Contacts in the menu and follow the following steps to create an User Schema in Castled.

1. Click on Create User schema.

2. Select the warehouse config and enter the query to define the user entity being created.

3. Run the query and preview the result.

4. After previewing the query result click Next.

5. Capture the schema name.

6. Map the mandatory and optional fields to be used for the delivery and personalization of cross-channel campaigns.

8. Save and finish to create an User schema

User Schema can be associated with many Events / Custom Objects
ID and Email needs to be mandatorily mapped

Overview Event Schema

1. Click on Create User schema.
2. Select the warehouse config and enter the query to define the user entity being created.
3. Run the query and preview the result.
4. After previewing the query result click Next.
5. Capture the schema name.
6. Map the mandatory and optional fields to be used for the delivery and personalization of cross-channel campaigns.
7. Capture the event and custom objects related to the user using the Relationship section.
8. Save and finish to create an User schema