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Managing account-level collections

important

Admin 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. Click Account in the left-most menu.
  2. Click Dev 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.
TitleName and description of the collection.
AppsNumber of Applications the collection is connected to.

Creating an account-level collection

  1. Click Account in the left-most menu.

  2. Click Dev Tools > Collections.

  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. (Optional) In Connected Applications, select the Applications where you want the collection to be available.

  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.

A notification pops up, indicating that the collection has been created.

If you imported items during the collection creation process, a second notification pops up, indicating that the items have been successfully imported into the 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. Click Account in the left-most menu.
  2. Click Dev Tools > Collections.
  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.

A notification pops up, indicating that the collection has been successfully imported. 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. Click Account in the left-most menu.
  2. Click Dev Tools > Collections.
  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.

The data automatically downloads and a pop-up notification appears, indicating that the items have been downloaded.

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.

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

A notification pops up, indicating that the collection has been successfully updated.

Deleting an account-level collection

You can delete any unused account-level collection.

  1. Click Account in the left-most menu.
  2. Click Dev Tools > Collections.
  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.

A notification pops up, indicating that a collection has been deleted.