The product catalogue is a feature a part of SalesLift. While the addition of products is not mandatory for using SalesLift, it does provide a greater level of promotion targeting options as attributes of the product are exposed for line item eligibility rule building. For example, this means you could have a promotion that applies to “any product purchased from the jeans category” or “all products with an RRP over £10.00”
Adding products, brands and categories
Products can be added to the Horizon Product Catalogue in a number of ways.
Via the User interface
To add products, brands and categories via the user interface the user should navigate to Offer Management > Product Catalogue.
This will present the user with the ability to manage (Add new, edit and delete existing):
- Products
- Product brands
- Product categories
Adding a product
To add a new product simply click on the “Add a new product” button on the “Products” screen. This will present the following screen:
When adding a product the following attributes are available:
|
Attribute name |
Description |
Optional/Mandatory |
|
Name |
Name of the product |
Mandatory |
|
Description |
Description of the product |
Optional |
|
Program brand |
Name of a Loyalty Programme brand to which the product relates. |
Optional |
|
Product brand |
Name of the product brand |
Optional |
|
Product category |
Name of the product’s “category” |
Optional |
|
Point calculation method |
Whether loyalty points for this product should be calculated on the “rrp” currency cost of the product, or on quantity purchased. |
Optional |
|
SKU |
The individual product Stock Keeping Unit (SKU) identifier |
Mandatory |
|
URL |
A URL related to the product |
Optional |
|
Currency |
The currency. By default this will be set to the reporting currency for the account |
Optional |
|
Cost Price (CP) |
The cost (COGS) of the product |
Optional |
|
Retail Price (RRP) |
The retail price of the product, including any applicable taxes |
Optional |
|
Labels |
One or more metadata labels (“tags”) |
Optional |
Adding a product brand
To add a new product simply click on the “Add a new brand” button on the “Product brands” screen.
This will present the following screen:
When adding a product brand the following attributes are available:
|
Attribute name |
Description |
Optional/Mandatory |
|
Brand name |
The name of an individual Product Brand |
Mandatory |
|
Brand description |
The description associated to the Product Brand |
Optional |
When viewing all product brands it’s possible to see, in the “product brands” table, how many products are associated with the product brand.
Adding a product category
To add a new product simply click on the “Add a new category” button on the “Product categories” screen.
This will present the following screen:
When adding a product category the following attributes are available:
|
Attribute name |
Description |
Optional/Mandatory |
|
Category name |
The name of an individual Product Category |
Mandatory |
|
Category description |
The description associated to the Product Category |
Optional |
When viewing all product categories it’s possible to see, in the “product categories” table, how many products are associated with the product brand.
Via the Horizon Admin API
It’s possible to manage the Horizon Product Catalogue via the Horizon Admin API.
There are 5 endpoints available via the Admin API (details of which can be found in Swagger)
- POST /catalogue/products/get - Get catalogue product
- Get a single product, identified by the given SKU, from the product catalogue.
- POST /catalogue/products/getAll - Get catalogue products
- Get a list of products present in the product catalogue, in bulk.
- POST /catalogue/products/create - Create catalogue products
- Create one or more new products within the product catalogue.
- POST /catalogue/products/update - Update catalogue products
- Update one or more products within the product catalogue, identified by their SKUs.
- POST /catalogue/products/delete - Delete catalogue products
- Delete a single product, identified by the given SKU, from the product catalogue.
Blendr.io connector
The Horizon Product Catalogue endpoints detailed above are also available within the HTK Horizon Admin Blendr.io connector
File import via SFTP
When carrying out a Horizon Product Catalogue file import, the results will be shown within the “Import summary” menu option which is accessible from the Product Catalogue sub-menu on the Offer Management screen.
Supported file import formats
The import file needs to be in comma-separated (CSV) format, with a semicolon (“;”) as the secondary delimiter.
Separate files can be imported for:
- Products
- Product Categories
- Product Brands
Note that the “categories” and/or “brands” file/s need to be imported first, before importing any “products” file that references specific categories or brands, otherwise the import will fail.
Accepted product details that can be added to the file:
|
Column |
Required for a new record? |
Required for an update? |
Purpose |
Data type |
Comments |
|
sku |
Yes |
Yes |
The individual product Stock Keeping Unit (SKU) identifier |
String (100) |
Must be unique |
|
name |
Yes |
No |
Name of the product |
String (400) |
|
|
description |
No |
No |
Description of the product |
String (4,000) |
|
|
brand |
No |
No |
Name of the product brand |
String (100) |
If used, must match an entry in the separate “Product Brands” data (see below) |
|
programBrand |
No |
No |
Name of a Loyalty Programme brand to which the product relates. |
String (100) |
Intended for future flexibility on loyalty points earning. |
|
category |
No |
No |
Name of the product’s “category” |
String (100) |
If used, must match an entry in the separate “Product Categories” data (see below) |
|
pointCalculationMode |
Yes |
No |
Whether loyalty points for this product should be calculated on the “rrp” currency cost of the product, or on quantity purchased. |
String(8) |
“CURRENCY” or “QUANTITY” |
|
rrp.<currency> |
No |
No |
The retail price of the product, including any applicable taxes |
Decimal (17,2) |
<currency> can be any 3-letter currency code supported by Horizon, e.g. “GBP” or “EUR”. Separate columns can exist for each currency. |
|
costPrice.<currency> |
No |
No |
The cost (COGS) of the product |
Decimal (17,2) |
|
|
url |
No |
No |
A URL related to the product |
String(2048) |
|
|
labels |
No |
No |
One or more metadata labels (“tags”) |
List of String (400) |
Can be used for defining “Promotion Eligibility” rules. |
- If the column name “rrp” is used without a “.<currency>” extension, it will default to GBP.
- If the column name “costPrice” is used without a “.<currency>” extension, it will default to GBP.
- If using the “brand” and/or “category” column, the associated Product Brands and/or Product Categories file/s need to be imported first, otherwise the import will fail.
- There is no practical limit on the number of delimited “labels” values (each up to 400 characters) that can be imported.
- Case-sensitivity of imported data:
- SKUs, brand names and category names are case sensitive within their own files.
- Program brand names are case sensitive.
- Product label names are case sensitive.
- Site numbers are case sensitive.
- “Brand” and “category” name matching in the products files are case insensitive.
- Currency codes are case insensitive.
Accepted product brand details that can be added to the file:
|
Column |
Required? |
Purpose |
Data type |
Comments |
|
name |
Yes |
The name of an individual Product Brand |
String (100) |
|
|
description |
No |
String (200) |
Accepted product category details that can be added to the file:
|
Column |
Required? |
Purpose |
Data type |
Comments |
|
name |
Yes |
The name of an individual Product Category |
String (100) |
|
|
description |
No |
String (200) |
Example files
Below are example files for each type of product catalogue file import.
Products
sku,name,brand,category,description,pointCalculationMode,labels,rrp.GBP,rrp.EUR,costPrice.GBP,costPrice.EUR
SHIRT_001,White Shirt,Creased Jeans,Shirts,A pure white shirt,QUANTITY,,10.99,12.99,2.49,2.85
SHIRT_002,Grey Shirt,Creased Jeans,Shirts,"Grey, button-down shirt",CURRENCY,grey;button-down,12.50,13.50,2.75,2.99
SOCK_001,Black socks 5-pack,Creased Jeans,Socks,5 pairs of black socks,CURRENCY,black;cotton,2.10,2.40,0.35,0.41
Product brands
name,description
Creased Jeans,A fictional high-street fashion brand
Super socks,A fictional premium brand for discerning sock-wearers
Product categories
name,description
Socks,Footwear that goes between foot and shoe
Shirts,"All kinds of shirts, from tee to formal"
Search and segmentation on “product purchased” activity
If the Horizon Product Catalogue is enabled for an account then Horizon will link products within the product catalogue to incoming transactions based on the SKU code present.
This makes it possible to search and segment on contacts “product purchase activity”.
<<product insight search group>>
The following search and segment attributes are available in a new search group called “Purchased product insight”.
|
Product insight |
Supported queries |
Description |
|
Product name |
is/is not/contains/starts with/ends with |
The name of the product purchased |
|
Product SKU |
is/is not/contains/starts with/ends with |
The SKU for the product purchased |
|
Product brand |
is/is any of/is none of |
The product brand purchased |
|
Product category |
is/is any of/is none of |
The product category purchased |
|
Quantity purchased |
Equal to/greater-than/less-than |
The amount of product purchased (units) |
|
Amount spent |
Equal to/greater-than/less-than |
The amount spent on the product (currency) |
|
Label |
is/is any of/is none of |
The labels (“tags”) associated to the product purchased |
Product catalogue and offers
If the Horizon Product Catalogue is enabled for an account then Horizon will allow users, when creating personalised offers or tiered rewards, to optionally select a product brand from the Horizon Product Catalogue to link to the offer they’re creating.
<<screenshot of product brands being added to offers>>
Product catalogue and “codes”
If the Horizon Product Catalogue is enabled for an account then Horizon will allow users, when creating on-pack codes with an action of “create a purchase”, to optionally select a product from the Horizon Product Catalogue rather than manually enter the product details into the transaction.
<<screenshot of product catalogue and on-pack codes>>
Identifying promotions that products have been associated with
When a user is viewing the “All products” screen they’ll be able to see which promotions the product is associated with by expanding the row in the table (using the “expand” icon).
This will show the promotion name, status and indicate if the product is used as part of the eligibility or product selection rules.
<<screenshot of product screen showing the promotions linked>>