Step3:触点名单接入

1、名单格式的创建与配置

首先，进入到”名单配置“Tab页面,点击如下图所示的”创建名单格式“按钮：

通过下图所示的界面在触点的名单配置页面将XML上传（注：多次上传会将前一次上传的名单替换掉，如果字段不一致可能会导致数据丢失）

文件上传后会得到如下图所示的名单字段列表：

上传成功之后，可以在名单格式tab下看到你所配置的字段，你会发现一些不是你定义的字段，不用惊讶，这是系统内置的一些字段，方便做分析。

以下是上述名单格式的具体文件内容：

<?xml version="1.0" encoding="utf-8"?>
<!-- 必填；1代表字符串；2代表数字；3代表日期。 -->
<config>
    <version>0.1</version>
    <projectId>P2661557806138876</projectId>
    <touchpointId>1557806138876P</touchpointId>
    <basicFields>
          <!-- 固定字段 -->
          <!-- 姓名 -->
        <field>
            <keyDesc>姓名</keyDesc>
            <sysName>name</sysName>
            <fieldId>1</fieldId>
            <isIdentityField>false</isIdentityField>
            <isPrimitiveField>true</isPrimitiveField>
            <order>1</order>
        </field>
        <!-- 性别 -->
         <field>
            <keyDesc>性别</keyDesc>
            <sysName>sex</sysName>
            <fieldId>2</fieldId>
            <isIdentityField>false</isIdentityField>
            <isPrimitiveField>true</isPrimitiveField>
            <order>2</order>
        </field>
        <!-- 年龄 -->
        <field>
            <keyDesc>年龄</keyDesc>
            <sysName>age</sysName>
            <fieldId>3</fieldId>
            <isIdentityField>false</isIdentityField>
            <isPrimitiveField>true</isPrimitiveField>
            <order>3</order>
        </field>
        <!-- 手机号 -->
        <field>
            <keyDesc>手机号</keyDesc>
            <sysName>telephone</sysName>
            <fieldId>5</fieldId>
            <isIdentityField>true</isIdentityField>
            <isPrimitiveField>true</isPrimitiveField>
            <order>4</order>
        </field>
        <!-- 微信公众号id -->
        <field>
            <keyDesc>微信openId</keyDesc>
            <sysName>wxOpenId</sysName>
            <fieldId>10</fieldId>
            <isIdentityField>false</isIdentityField>
            <isPrimitiveField>true</isPrimitiveField>
            <order>5</order>
        </field>
        <!-- 邮箱 -->
        <field>
            <keyDesc>邮箱</keyDesc>
            <sysName>mail</sysName>
            <fieldId>6</fieldId>
            <isIdentityField>false</isIdentityField>
            <isPrimitiveField>true</isPrimitiveField>
            <order>6</order>
        </field>
    <!-- 用户定义的字段 -->
       <field>
            <isIdentityField>false</isIdentityField>
            <keyDesc>客户等级</keyDesc>
            <sysName>clientLevel</sysName>
            <type>1</type>
            <length>128</length>
            <format></format>
            <isPrimitiveField>false</isPrimitiveField>
            <order>7</order>
        </field>
        <field>
            <isIdentityField>false</isIdentityField>
            <keyDesc>是否产险的交叉客户</keyDesc>
            <sysName>isCrossSaleClient</sysName>
            <type>1</type>
            <length>2</length>
            <format></format>
            <isPrimitiveField>false</isPrimitiveField>
            <order>8</order>
        </field>
        <field>
            <isIdentityField>false</isIdentityField>
            <keyDesc>分公司代码</keyDesc>
            <sysName>branchLevel2Code</sysName>
            <type>1</type>
            <length>128</length>
            <format></format>
            <isPrimitiveField>false</isPrimitiveField>
            <order>9</order>
        </field>
        <field>
            <isIdentityField>false</isIdentityField>
            <keyDesc>分公司名称</keyDesc>
            <sysName>branchLevel2Name</sysName>
            <type>1</type>
            <length>128</length>
            <format></format>
            <isPrimitiveField>false</isPrimitiveField>
            <order>10</order>
        </field>
        <field>
            <isIdentityField>false</isIdentityField>
            <keyDesc>中支公司代码</keyDesc>
            <sysName>branchLevel3Code</sysName>
            <type>1</type>
            <length>128</length>
            <format></format>
            <isPrimitiveField>false</isPrimitiveField>
            <order>11</order>
        </field>
        <field>
            <isIdentityField>false</isIdentityField>
            <keyDesc>中支公司名称</keyDesc>
            <sysName>branchLevel3Name</sysName>
            <type>1</type>
            <length>128</length>
            <format></format>
            <isPrimitiveField>false</isPrimitiveField>
            <order>12</order>
        </field>
        <field>
            <isIdentityField>false</isIdentityField>
            <keyDesc>投保总保费</keyDesc>
            <sysName>premium</sysName>
            <type>2</type>
            <length></length>
            <format></format>
            <isPrimitiveField>false</isPrimitiveField>
            <order>13</order>
        </field>
        <field>
            <isIdentityField>false</isIdentityField>
            <keyDesc>投保渠道</keyDesc>
            <sysName>insureChannel</sysName>
            <type>1</type>
            <length>100</length>
            <format></format>
            <isPrimitiveField>false</isPrimitiveField>
            <order>14</order>
        </field>
        <field>
            <isIdentityField>false</isIdentityField>
            <keyDesc>投保险种</keyDesc>
            <sysName>insureClass</sysName>
            <type>1</type>
            <length>100</length>
            <format></format>
            <isPrimitiveField>false</isPrimitiveField>
            <order>15</order>
        </field>
        <field>
            <isIdentityField>false</isIdentityField>
            <keyDesc>投保产品名称</keyDesc>
            <sysName>productName</sysName>
            <type>1</type>
            <length>100</length>
            <format></format>
            <isPrimitiveField>false</isPrimitiveField>
            <order>16</order>
        </field>
        <field>
            <isIdentityField>false</isIdentityField>
            <keyDesc>业务员姓名</keyDesc>
            <sysName>staffName</sysName>
            <type>1</type>
            <length>100</length>
            <format></format>
            <isPrimitiveField>false</isPrimitiveField>
            <order>17</order>
        </field>
        <field>
            <isIdentityField>false</isIdentityField>
            <keyDesc>业务员编号</keyDesc>
            <sysName>staffCode</sysName>
            <type>1</type>
            <length>128</length>
            <format></format>
            <isPrimitiveField>false</isPrimitiveField>
            <order>18</order>
        </field>
        <field>
            <isIdentityField>false</isIdentityField>
            <keyDesc>业务员级别</keyDesc>
            <sysName>staffLevel</sysName>
            <type>1</type>
            <length>10</length>
            <format></format>
            <isPrimitiveField>false</isPrimitiveField>
            <order>19</order>
        </field>
        <field>
            <isIdentityField>false</isIdentityField>
            <keyDesc>业务员性别</keyDesc>
            <sysName>staffSex</sysName>
            <type>1</type>
            <length>10</length>
            <format></format>
            <isPrimitiveField>false</isPrimitiveField>
            <order>20</order>
        </field>
        <field>
            <isIdentityField>false</isIdentityField>
            <keyDesc>业务员年龄</keyDesc>
            <sysName>staffAge</sysName>
            <type>2</type>
            <length></length>
            <format></format>
            <isPrimitiveField>false</isPrimitiveField>
            <order>21</order>
        </field>
        <field>
            <isIdentityField>false</isIdentityField>
            <keyDesc>入司年限</keyDesc>
            <sysName>serviceYear</sysName>
            <type>2</type>
            <length></length>
            <format></format>
            <isPrimitiveField>false</isPrimitiveField>
            <order>22</order>
        </field>
    </basicFields>
    <!-- 用来mapping上游系统传过来的json中的字段与名单系统里的name -->
    <fieldMappings>
            <name>name</name>
            <sex>sex</sex>
            <age>age</age>
            <telephone>telephone</telephone>
            <wxOpenId>wxOpenId</wxOpenId>
            <mail>mail</mail>
            <clientLevel>clientLevel</clientLevel>            
            <isCrossSaleClient>isCrossSaleClient</isCrossSaleClient>
            <branchLevel2Code>branchLevel2Code</branchLevel2Code>            
            <branchLevel2Name>branchLevel2Name</branchLevel2Name>            
            <branchLevel3Code>branchLevel3Code</branchLevel3Code>            
            <branchLevel3Name>branchLevel3Name</branchLevel3Name>            
            <premium>premium</premium>            
            <insureChannel>insureChannel</insureChannel>            
            <insureClass>insureClass</insureClass>            
            <productName>productName</productName>            
            <staffName>staffName</staffName>            
            <staffCode>staffCode</staffCode>            
            <staffLevel>staffLevel</staffLevel>            
            <staffSex>staffSex</staffSex>            
            <staffAge>staffAge</staffAge>            
            <serviceYear>serviceYear</serviceYear>       
    </fieldMappings>
    <!-- 指明组织机构层级，由层级低到高排序，名单系统里的name -->
    <orgCodeKeys>
        <key>branchLevel3Code</key>
        <key>branchLevel2Code</key>
    </orgCodeKeys>
</config>

3.名单接入Web API的调用

接下来，您可以在页面上进行监测规则、发送渠道的配置，先睹为快，以下简要介绍Web API接入的过程，您只需要在在你的业务系统中合适的位置，在恰当的时机调用想应的Web API即可完成数据接入。对于此触点，传入的参数格式应为：

{
    "touchPointId": "1583999027340P", 
    "projectId": "P3131583999027340", 
    "sourceSysId": "demo", 
    "clientInfoField": {
        "name": "张三", 
        "telephone": "15012341234", 
        ...
    }
}

成功返回：

{
    "reply": "N",
    "errorCode": "000",
    "message": "success"
}

最后，一条调研短信就会发送到客户手中，客户收到后即可点击短信内容中的链接进行问卷填写提交，完成一次完整的数据收集。