Quickstart

Learning Objectives

In this quickstart, you'll learn to create a sample use case to find marketing campaign data. This will help you learn to use the Queries workspace.

Before you start, make sure...

1. You have the access to the Queries Workspace.

Use Case Overview

Design Pattern: [DP-8] Filter Records by Name

Use Case Description: Look up marketing insights by the marketing campaign's name.

Gwen11:43 AM

What marketing campaigns did we run targeting ACME Corp recently?

Find Campaign Data from PurpleCRM (API Documentation)

Moveworks11:43 AM

One moment, fetching your results. This may take ~10 seconds

1 - CAMPAIGN-001: Transform your workflow with the ultimate productivity tool!

2 - CAMPAIGN-005: Maximize your ROI with our intelligent ad platform!

3 - CAMPAIGN-008: Revolutionize your supply chain management with our platform!

Gwen11:43 AM

1

Moveworks11:43 AM

Sure thing! Here are the details for that campaign:

CAMPAIGN-001: Transform your workflow with the ultimate productivity tool!

Open Rate: 7.85%
Total Recipients: 192,511
Unsubscribe Rate: 0.18%
Date Launched: 04/05/2023

Step 1: Create a New Query

1. Click CREATE on the Queries Workspace homepage
2. Copy & Paste the Query Label: Campaign Marketing Insights
3. Copy & Paste the Short Description: Look up Campaign Insights in PurpleCRM

4. Click Next to go to the next step

Step 2: Setup Your API Request

In this step, you will set up the API Request to query the desired data.

1. Select your previously set up Creator Studio Demo Function connector
2. Click Next
3. In API Endpoint Path, insert /getCustomerEngagementData
4. In Method, insert GET
5. In Query Parameters, insert org_name as the Key and {{query}} as the Value. {{query}} tells the bot where to insert the "slot" or keyword we are getting from a user's utterance in chat.

6. In Example value, insert ACME. The example value is replacing {{query}} above so we can test our API request.
7. Click Test. If your Test response comes back 2xx then it was successful.
8. Click Next

   🎉 Your API Endpoint is setup! You can see our API configuration guide for advanced setup details

Step 3: Label the API Response

In this step, you will teach Queries how to present the API information to users.

1. Click SET UP under Identifier and Description
2. Set Identifier to id - This is the most obvious "title" for a given record, something that a user would use to uniquely identify the record.
3. Set Description to campaignName - This is a "primary" attribute. Especially if the identifier is an alphanumeric ID, the description is helpful to contextualize what the record is.
4. Click Save
5. Check the checkbox for dateLaunched, openRate, totalRecipients, unsubscribeRate - These are all mapped as additional fields to show when a record is surfaced to the end user.

   ::warning Make sure you update the Label with user friendly names :::

   🎉 Your API response is labeled. For best practices & advanced details, see our API Learning Guide

Step 4: Generate Your Intent

In this step, you will teach Queries when to present data to your users.

There are 10 example utterances that are generated

1. There are 10 example utterances that are generated. Verify these are relevant utterances and replace them if not.
2. Click Next

Step 5: Launch Options & Publishing

1. In Choose a launch option, select Launch to selected emails
2. Add your email under Allow Emails Values
3. Click Publish

Learn more about the other Launch Management Options.

Step 6: Test!

A few minutes after launching, you can test your new Query in chat!

Try the one below:

What is the performance of the ACME campaign in PurpleCRM?

Additional Resources

• Not sure where to start? Check out our Idea Library for the touch of inspiration you need!