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Managing account-level collections

Collections allow you to create a list of items and use it in your rules as an attribute from the Attribute Selector or through cart item filters.

For example, you can create a collection with several SKUs or email addresses, and whitelist or blacklist them for a given campaign.

Feature access
Only admins have access to this feature.

Unlike campaign-level collections, account-level collections are available in the Applications of your choice. They can be created and managed only by Admin users.

We recommend always using an account-level collection instead of duplicating campaign-level collections to ensure high maintainability and performance in your deployment.

Listing account-level collections​

On the leftmost menu, click Account > Tools > Collections.

This page displays the available collections. It contains the following information for each of them:

ColumnDescription
IDUnique number identifying the collection. It can be used for integration purposes.
NameName and description of the collection.
ApplicationsNumber of Applications the collection is connected to.

Creating an account-level collection​

  1. On the leftmost menu, click Account > Tools > Collections.

  2. Click Create Collection.

  3. In Name, type a name for the collection.

  4. (Optional) In Description, enter some information to help you identify the collection.

  5. In Connected Applications, select the Applications where you want the collection to be available.

    note

    Admins can leave this blank.

  6. (Optional) In Import items, click Upload a CSV file and select a CSV file of items from your computer. This can be done after creating the collection.

    note
    • The CSV file must use UTF-8 encoding.
    • To see the required structure of the CSV file, click Download a sample file.

  7. Click Create Collection.

Editing an account-level collection​

You can modify some characteristics of an account-level collection after it has been created. For example, you can make it available in different Applications.

important

Application admins can edit account-level collections that are available only in Applications of which they are an admin.

  1. On the leftmost menu, click Account > Tools > Collections.
  2. Click the name of the collection you want to edit.
  3. Edit the required details, such as description and connected Applications.
  4. Click Save.

Importing items into an account-level collection​

If you didn't import any items into your collection while creating it, you can do this at any time.

  1. On the leftmost menu, click Account > Tools > Collections.
  2. Click the name of the collection where you want to import a list of items.
  3. In Import items, click Upload a CSV File.
  4. Click Save.

Managing account-level collection items​

You can export a list of collection items or upload a new list of items at any time.

  1. On the leftmost menu, click Account > Tools > Collections.

  2. Click the name of the collection whose items you want to manage.

  3. In Manage items:

    • To export a list of collection items, click Export Items.

    • To upload a new list of collection items, click Upload a CSV File.

      important

      Uploading a new list of collection items overrides the current list.

  4. Click Save.

Deleting an account-level collection​

You can delete any unused account-level collection.

important

Application admins can delete account-level collections that are available only in Applications of which they are an admin.

  1. On the leftmost menu, click Account > Tools > Collections.
  2. Click the name of the collection you want to delete.
  3. In Delete collection, click Delete Collection.
  4. In the confirmation pop-up that appears, click Delete Collection.