The connector has additional options for configuring data synchronisation between your store and Dotdigital account.
Before you start
Things you need to know:
Synchronisation of consent data is only supported by Dotdigital for Magento v2.5.2 and above.
You must make sure the var/export/email folder has the correct permissions to write and read the files that the connector produces, otherwise you might get permission errors.
You can test if your permissions are correct by setting the folder and subfolders as 0777 and running a sync - you should see a sync success message.
The server user you use when manually running a sync is typically different from the one the cron uses. If nothing happens when the cron runs a contact sync, it is likely the cron user doesn't have the correct permissions on the /var/email/export folder.
Enabling consent data to be synchronised to Dotdigital
Consent is an agreement between you and your contacts about your intentions with their personal data.
To access consent configuration options in your store account, go to Stores > Configuration > DOTDIGITAL > Consent.
Configure your data field values
To access the data field configuration options, go to Stores > Configuration >DOTDIGITAL > Configuration and find the heading Data Fields.
Data fields calculations with status
You can select which order status types are used when calculating contact data field values such as total spend, average order value, or number of orders. This means you can exclude certain order status types that you don't want to impact the calculation.
To set the order status type:
Go to Stores > Configuration > DOTDIGITAL > Configuration and find the heading Data Fields.
Expand the Data fields calculation with status drop-down menu and choose the status.
To choose multiple statuses, hold Ctrl while selecting.
Select Save Config.
Brand attribute
Depending on how your storefront has been set up, it could be that you don't use the default manufacturer attribute to define a product's brand. This option allows you to select an alternative attribute for the brand-related values which are synced.
To set the brand attribute:
Expand the Brand Attribute drop-down menu and choose the brand attribute.
Select Save Config.
Configuring advanced settings
To access advanced settings, go to Stores > Configuration > DOTDIGITAL > Developer.
Here you can set some advanced settings, as well as manually run and reset synchronisations.
For instance, you can adjust your import settings, automap your customers' details to Dotdigital contact data fields, manually run synchronisations, as well as reset and refresh synchronisations. This includes the ability to delete all contact IDs when wanting to synchronise with a different Dotdigital account and API credentials.
Import settings
Contact sync size
You can set the batch size limit you require for the amount of contacts loaded for every sync.
To set the batch size:
Go to Stores > Configuration > DOTDIGITAL > Developer and find the heading Import settings.
Select the Contact Sync Size text box and enter a batch size number.
Choosing the ideal batch size can be determined through trial and error, and is dependent on your particular server specifications.
Select Save Config.
Batch size is per website
It’s important to note this batch size is per website, as we sync details at a website level. A batch size of 1000 would be 4000 if your store has four websites running on the same instance and linked to Dotdigital.
Transactional data sync size
You can set the batch size limit you require for the amount of transactional data loaded for every sync.
To set the batch size:
Go to Stores > Configuration > DOTDIGITAL > Developer and find the heading Import settings.
Expand the Transactional Data Sync Size drop-down menu, and choose a batch size number.
Choosing the ideal batch size can be determined through trial and error, and is dependent on your particular server specifications.
Select Save Config.
Sync settings
Automap data fields
If you do not want to manually map the key information that you store on customers from your website to Dotdigital contact data fields, then you can use this option to do it automatically.
To automatically map your data fields:
Go to Stores > Configuration > DOTDIGITAL > Developer and find the heading Admin Task.
For Automap Datafields, select Run Now. All relevant contact data fields are immediately created in your Dotdigital account to match your customer, address, and sales information fields.
Delete all contact IDs
If you want to synchronise your store with a different Dotdigital account, or even synchronise a different store front to a new Dotdigital account. To ensure this works correctly you need to delete all the customer contact IDs that have been stored against the customers, as these are unique to the Dotdigital account.
To delete all contact IDs:
Go to Stores > Configuration > DOTDIGITAL > Developer and find the heading Admin Task.
For Delete All Contact Ids, select Run Now. All contact IDs are immediately deleted from your account.
Manually run sync
Instead of waiting for the next automatic contact data synchronisation in your account, you can manually run one instead.
To run a manual sync:
Go to Stores > Configuration > DOTDIGITAL > Developer and find the heading Manually Run Sync.
For each contact data you want run a sync for, select Run Now. Synchronisation immediately starts.
Customer, Subscriber, Order, Catalog, Wishlist syncs create a batch, but do not import it. You need to select Importer sync to import the batch after creating it.
Reset Sync
You can refresh all of the customer data stored in Dotdigital that you've already imported from your store, marking it all for import again and ensuring it's up to date.
To reset your customer data:
Go to Stores > Configuration > DOTDIGITAL > Developer and find the heading Reset Sync Options.
For Date Range, select the From and To dates you want to reset your customer data from.
If no date range is set then a full data refresh runs.
For each contact data type you want reset, select Run Now. The reset immediately starts.
