# Planning a Cartographer Implementation

The following are a set of recommended activities to be reviewed internally with cross-functional teams before you begin building a Cartographer recommender. The teams should include those who will be involved in setting up, developing, and maintaining the Cartographer recommender experiences, which typically include Site Operations/Merchandising, Product Managers, Development/IT teams, PIM teams, etc.

# Plan Information Architecture

  • Build low fidelity wireframes to determine the desired recommendations flow

  • Identify questions and decide on page grouping

  • Define question types and answers

  • Establish product attributes mapping for each question, and map attribute values to answers

  • Determine product attribute model extensions

  • Decide on attribute extensions mechanism: at the source, in Salesforce Commerce Cloud; or using Cartographer’s extension data.

  • Define product recommendations type

  • Define results segmentation

  • Define supported locales

# Plan Data Import

  • Determine data import method, OCAPI or Excel spreadsheet data source

  • If using OCAPI method, configure OCAPI on staging and production environment

  • Consider creating Cartographer specific OCAPI client id and configuration

  • If using Cartographer Data Augmentation, create related Excel spreadsheet data sources

  • Determine source product catalog categories

  • Determine if image URL transformation is required, and define transformation rules

  • Define product import schedule

  • Configure data sources

# Plan Project Authoring

  • Configure Cartographer recommender project as defined by information architecture section. See the Cartographer User Guide (opens new window) for more details on how to set-up the recommender in the Project Editor.

  • Capture draft and production API keys

  • Publish project

# Plan Front-end Implementation

  • Familiarize with developer documentation: (this document; http://drivecommerce.com/cartographer/developer/)

  • Design recommender experience and build mobile, tablet, and desktop wireframes and high fidelity comps

  • Define interactive elements, including page transitions

  • Decide on supported browser versions and select appropriate integration script loading method

  • Decide on implementation strategy: content asset vs pipelines

  • Implement front-end recommender experience

  • If necessary, deploy Salesforce Commerce Cloud code updates

  • Consider using site preference or another environment specific configuration to store project API key

# Plan Performance and Conversion Tracking

  • Determine analytics integration method: Salesforce Commerce Cloud back-end code or third-party tag manager

If using Salesforce Commerce Cloud back-end code method:

  • Implement Cartographer tracking tag for add-to-cart action

  • Implement Cartographer tracking tag for checkout confirmation page

If using tag manager:

  • Determine whether tag manager can be triggered for add-to-cart action and checkout confirmation page

  • Determine whether required product data is available to tag manager events

  • If necessary, update Salesforce Commerce Cloud implementation of tag manager to allow tracking of required events and data

  • Implement tracking tag for add-to-cart action

  • Implement tracking tag for checkout confirmation page

  • Determine IP address ranges to be excluded from analytics tracking

  • Define third-party analytics (Google Analytics, Omniture, etc) tracking requirements

  • Implement third-party analytics integrations

  • Review captured performance and conversion metrics, including conversion time interval

# Plan QA and UAT

  • Validate project API keys on staging and development environments

  • Validate recommender implementation

# Ongoing and Maintenance

  • Review analytics reports either in a separate analytics system (e.g., Google Analytics, Omniture, etc.) or within the Cartographer Analytics dashboard (more details on available metrics can be found in the Cartographer User Guide (opens new window)).