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Managing account-level collections

Important

Only admins and Application admins have access to this feature.

Collections allow you to create a list of values and use it in your rules as an attribute from the palette. For example, you can create a collection with several profile IDs, email addresses or SKUs, and whitelist them or blacklist them for a given campaign.

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

  1. In the left-most menu, click Account.
  2. Click Tools.

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.
TitleName and description of the collection.
ApplicationsNumber of Applications the collection is connected to.

Creating an account-level collection

  1. In the left-most menu, click Account.

  2. Click Tools.

  3. Click Create Collection.

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

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

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

    note

    Admins can leave this blank.

  7. (Optional) In Import Items, 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. An example file is available for download.

  8. 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.

  1. In the left-most menu, click Account.
  2. Click Tools.
  3. Click the name of the collection where you want to import a list of items.
  4. Click Import Items at the top-right corner of the page.
  5. Click Upload a CSV file.
  6. 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.

  1. In the left-most menu, click Account.
  2. Click Tools.
  3. Click the name of the collection from where you want to download a list of items.
  4. Click the arrow to the right of Import Items at the top-right corner of the page.
  5. 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.

Important

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

  1. In the left-most menu, click Account.
  2. Click Tools
  3. Click the name of the collection you want to edit.
  4. Edit the required details (description, connected Applications).
  5. Click Save Changes.

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. In the left-most menu, click Account.
  2. Click Tools.
  3. Click the name of the collection you want to delete.
  4. Click Delete Collection at the top-right of the page.
  5. Click Delete Collection in the confirmation pop-up that appears.