Forms and Interactions for Professional Chain Marketing Content

Marketing-related data for professional chains mainly comes from offline store customer information forms, online mini-program lead capture ports

What Data Looks Like for This Category

Marketing-related data for professional chains mainly comes from offline store customer information forms, online mini-program lead capture ports, member management systems, and in-store marketing material libraries. Customer information data includes fixed fields such as name, phone number, intended store code, and demand category. The update rhythm is real-time synchronization for in-store customer information, and daily batch updates for member consumption data. Marketing materials mainly consist of Word-format activity plans, Excel-format store activity schedules, and image material metadata. Some individual activity plan documents can reach 100,000 Chinese characters, and Excel files often contain more than 15,000 rows of member consumption details. Most fields include store-specific codes, in-store distance, member level, etc., with units uniformly set to kilometers, yuan, and date formats.

Constraints on Forms and Interactions From These Data Characteristics

The characteristics of professional chain marketing data directly restrict the design logic of forms and interactions. First, customer information forms must be associated with store information, and implement city-store linked selection to avoid invalid cross-region customer information submissions. Second, the need to parse long documents and multi-sheet spreadsheets requires the system to support large file uploads and timeout buffering. Third, the need for validation of dedicated fields requires setting precise validation rules for fields such as store codes and member levels. Fourth, the targeted output requirement for marketing content requires recalling marketing materials for the corresponding region based on the store information entered by the user, to avoid information overload.

How to Configure Settings

Configuration ItemRecommended ValueRationale
UPLOAD_FILE_MAX_SIZE2000 MBSupports batch uploads of activity plans with 100,000 Chinese characters and member Excel files with 15,000+ rows
PARSE_FILE_TIMEOUT_SECONDS900 secondsAdapts to parsing time for long documents and multi-sheet spreadsheets, avoids mid-process interruptions
maxContext8000–12000 charactersMeets context length requirements for multi-dimensional customer information and marketing materials of chain stores
Keyword Trigger RulesTriggered by combining store code + demand categoryMatches the marketing interaction requirements of store hierarchy and category targeting for professional chains
Form Validation RulesRequired field validation + cross-field associated validationEnsures fields such as store ID and phone number in customer information data are legal and valid
Recall countTop 3Prioritizes returning marketing activity content near the current store to avoid information overload

The parameter values provided on this page are common starting points for configuration. Actual values are affected by material formats, data volume, and business rules. Specific issues require case-by-case analysis, and it is recommended to test on your own samples before finalizing settings.

Three Common Misconfigurations

  • Output content includes the "[1]" marker. This occurs when the system prompt does not include a rule to clear knowledge base reference markers, causing source tags from knowledge base recalls to be output directly.
  • Custom interface replies are not triggered after a user enters a specified keyword. This occurs when the interface address for keyword trigger callback is not bound correctly, or the trigger condition matching logic for the interception rule is not configured.
  • Parsing failure prompts are returned after uploading a Word document with 100,000 Chinese characters or an Excel file with 15,000+ rows. This occurs when the configuration values for UPLOAD_FILE_MAX_SIZE and PARSE_FILE_TIMEOUT_SECONDS are not adjusted, leading to file size limits being exceeded or parsing timeouts.

How to Verify Successful Configuration

  • Upload a document of a preset size, and check whether the upload progress and parsing results complete normally with no error prompts.
  • Enter a test keyword that includes a store code, and check whether the output content is associated with marketing materials for the corresponding store and has no reference markers.
  • Trigger a preset interception keyword, and check whether the bound custom interface is called and the corresponding content is returned.
  • Import multi-sheet Excel data, and check whether the system can recognize and extract preset chain-specific fields.

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.