Managing account-level collections
Collections allow you to create a list of values 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 items, and whitelist or blacklist them for a given campaign.
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.
- Click Tools > Collections.
This page displays the available collections. It contains the following information for each of them:
Column | Description |
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ID | Unique number identifying the collection. It can be used for integration purposes. |
Title | Name and description of the collection. |
Applications | Number of Applications the collection is connected to. |
Creating an account-level collection
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On the leftmost menu, click Account.
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Click Tools > Collections.
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Click Create Collection.
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In Name, type a name for the collection.
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(Optional) In Description, enter some information to help you identify the collection.
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In Connected Applications, select the Applications where you want the collection to be available.
noteAdmins can leave this blank.
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(Optional) In Import Items, select a CSV file of items from your computer. This can be done after creating the collection.
noteThe CSV file must use UTF-8 encoding. An example file is available for download.
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Click Create Collection.
Importing items into an account-level collection
You can import a list of items into an account-level collection at any time. This overwrites any items already contained in the collection.
- On the leftmost menu, click Account.
- Click Tools > Collections.
- Click the name of the collection where you want to import a list of items.
- Click Import Items at the top-right corner of the page.
- Click Upload a CSV file.
- Click Import Collection.
To import more data, click Import New Collection.
Downloading items from an account-level collection
You can obtain a CSV file with the list of items in an account-level collection at any time.
- On the leftmost menu, click Account.
- Click Tools > Collections.
- Click the name of the collection from where you want to download a list of items.
- Click the arrow to the right of Import Items at the top-right corner of the page.
- Click Download Items.
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.
Application admins can edit account-level collections that are available only in Applications of which they are an admin.
- On the leftmost menu, click Account.
- Click Tools > Collections.
- Click the name of the collection you want to edit.
- Edit the required details (description, connected Applications).
- Click Save Changes.
Deleting an account-level collection
You can delete any unused account-level collection.
Application admins can delete account-level collections that are available only in Applications of which they are an admin.
- On the leftmost menu, click Account.
- Click Tools > Collections.
- Click the name of the collection you want to delete.
- Click Delete Collection at the top-right of the page.
- Click Delete Collection in the confirmation pop-up that appears.