To add our predictive fields to CanopyDeploy, head over to the “Customers” tab and click on the “Customer Options” button. You will see the following screen where you click on the “+” button to add new fields:

Add the following fields, all with a string type (Dutch: Alfanumeriek):

  • buyingphase

  • customertype

  • persuasion

  • lifetimevalue

  • hourofday

  • dayofweek

  • dayofmonth

All these fields get an ID assigned, you can find them in the field overview:

Copy the ID for every field, you need them in the following step.

Log in to Datatrics and make sure you’re in the right project. Next, go to https://app.datatrics.com/integrations/ and find your connected CanopyDeploy (Clang) channel. Click on “Manage” and you will see the following screen:

The IDs of the fields you added/copied in CanopyDeploy can be added in these (matching) fields, just like above.

Save these settings and the predictive profile fields will be synchronized with CanopyDeploy.

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