User Data Schema Creator

The CRM Schema Creator is a tool that enables you to create or modify a user data schema quickly and easily. The JSON schema is used to sync user data to Dynamic Yield (see User Data Enrichment on our Support site).

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DY Labs tools complement the Dynamic Yield offering, but have not been subjected to the same level of testing, and are therefore not officially supported.

Creating a new schema

Open the User Data Schema Creator, and do the following:

1. Click Start from Scratch.
   The build page appears.
2. Fill in the following values:
   1. Column name in your CRM source.
   2. Condition name in Dynamic Yield.
   3. Condition Type: Select a condition type from the dropdown menu.
   4. Possible values in your CRM (available for dropdown, dropdown array, true/false, and bucket condition types. Note that bucket values are ranges of whole numbers).
   5. How they appear in the audience conditions (available for dropdown, dropdown array, true/false, and bucket condition types).
3. Click Add Condition.
   Every time you click Add Condition, the schema code is updated in the schema result box.
4. Copy the schema code from the Your Schema area and paste it into the User Data sync settings. ADD LINK TO SECTION

Modifying an existing schema

1. In your User Data feed, go to Settings and copy the schema code.
2. In the User Data Schema Creator, click Change an Existing Schema.
3. Paste the existing schema in the box, and then click Import Schema.
   The fields of the schema generator are filled according to the schema.
4. Edit, remove, or add conditions as needed.
5. Copy the schema code from the Your Schema area and paste it into the User Data feed settings.

Applying the schema in the User Data sync settings

1. Click Copy to clipboard to copy the schema code.
2. Go to the User Data feed settings, and paste the schema into the Data Schema area.
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3. Ensure that the identifier is the correct type. The default is he (hashed email). Change this value only if you want to use a different CUID type.
4. Do one of the following:
   1. Save as a draft if you might need to apply further changes.
   2. Save and activate to go live.

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Notes

• The identifier column in the User Data feed is not part of the schema code, so there is no need to add it in the tool.
• The code is updated to reflect the current input every time Add Condition or Remove is clicked .