What the data for this category looks like
Data for advertising marketing yield rates is sourced from ad platform backend APIs and export files from third-party monitoring tools. Updates run at fixed daily intervals to pull full campaign and revenue records for the prior natural day. Documentation uses a standardized structured format. Each individual record includes fixed fields: campaign date, campaign channel ID, campaign cost, conversion count, and revenue amount. The corresponding units are day, channel code, yuan, count, and yuan. The number of records per document varies based on campaign scale, with no fixed upper limit.
Constraints Imposed on Form and Interaction by These Data Features
The standardized structured nature of the data requires form interactions to strictly match preset fields. Custom non-standard variables must be avoided to prevent matching failures. The fixed daily update schedule restricts the selectable range of the date picker. Only historical dates for which data updates have completed are available for selection. Future dates or unupdated historical dates cannot be chosen. The requirement to support multiple data sources means the form must accommodate both API interfaces and file upload input methods. Input format validation must also be implemented. The scenario of batch querying multi-channel data requires interactions to support batch configuration of selected campaign channels. This improves query efficiency.
How to Configure Settings
| Configuration Item | Recommended Approach | Rationale |
|---|---|---|
knowledgeSearch | Bind the fixed field prefix of the advertising marketing yield rate documents | Advertising marketing yield rate data fields are standardized. Matching document field names prevents matching failures |
recall_count | Top 8-12 entries | Advertising marketing daily report data volume is moderate. Too many recall entries increases context length, while too few risks missing critical channel data |
similarity_threshold | 0.72-0.80 | Similar campaign channel ID fields must be distinguished to prevent irrelevant data from being included |
variable_bind_mode | Strictly match field names | Advertising marketing yield rate document fields are fixed. Strict matching avoids variable mapping errors |
file_parse_format | Automatically recognize structured formats | Advertising marketing daily report documents mostly use standardized CSV/JSON formats. Automatic recognition reduces configuration overhead |
api_auth_type | Bearer Token | Most ad platform APIs use this authentication method, making it compatible with mainstream data sources |
The parameter values provided on this page are common recommended starting points for configuration. Actual values are affected by material form, data volume, and business rules. Specific issues require individual analysis. It is recommended to test on your own samples before finalizing values.
Three Common Mistakes
- Phenomenon: After calling
knowledgeSearchwith dynamically passed values, no matching documents are returned in the results. Cause: The passed variable field name does not exactly match the actual field names of the advertising marketing yield rate documents. The prefix or capitalization was not strictly matched. - Phenomenon: When configuring a database connection, passing an SQL statement via a variable triggers an
SQL syntax erroralert. Cause: The SQL query for advertising marketing yield rates requires binding fixed date and channel fields. Variables were not wrapped with correct escape characters, leading to syntax errors. - Phenomenon: The knowledge base cannot be switched in real time during a conversation in the workflow. Cause: No interaction node for dynamic knowledge base switching was configured. Knowledge base selection was not set as an updatable process variable.
How to Confirm Successful Configuration
- Manually enter variable values that match the document fields, trigger a knowledge base search, and verify that the returned results include yield rate data for the corresponding campaign channels.
- Select different campaign date ranges to verify that the selectable range of the date picker is restricted to updated historical dates only.
- Upload a test advertising marketing daily report document to verify that the parsed fields exactly match the preset standardized fields.
- Switch the API data source configuration, verify that real-time data can be pulled normally after the authentication parameters are correctly set.
Question material comes from public community discussions. Configuration values are common starting points and should be measured against your own samples. Verified on 2026-09-14.