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Managing collections

A collection is a list of values of your choice that you can use in your rules.

Typically, you can use a collection to create a large list of SKUs, items, or email addresses that you want to whitelist or blacklist for a campaign.

Collections can be created within a campaign or at the account level. Account-level collections can be enabled for different Applications and used in different campaigns at the same time.

Example

Let's imagine that we want to create a campaign that gives a 10% discount to all email addresses of customers that live in Berlin. To achieve this, we can create a collection containing all our email addresses and use it in a condition.

Creating a campaign-level collection​

  1. Prepare the UTF-8 CSV file describing your collection.

    Important

    Only one column is required and its header must be item. The maximum number of items is 500,000.

  2. Create a campaign and click Rule Builder in its left-side menu.

  3. Click Collections in the top right corner of the page.

  4. Define a name and description for the collection.

  5. In Items, upload the CSV file.

  6. Click Create Collection.

Using a collection in a condition​

After creating a collection, you can use it in a condition. We will add a condition that checks if the user belongs to the collection we created in the previous step.

  1. Click Add Condition and select validate attribute value.
  2. Change the attribute to Integration ID (Customer Profile).
  3. Change the operator to is in collection.
  4. Select the collection you created in the previous step.
  5. Click Add Effect and select discount session total.

Talon.One will automatically check if the user trying to get the discount belongs to the collection and will only apply the 10% discount to users that are included in the collection.

note

If you create a template from a campaign that references a collection in its rules, a placeholder for a collection is automatically created.

When creating campaigns from that template, upload a CSV file with a list of items into the collection that is automatically created from the placeholder.

Editing a collection​

You can edit the description of your collections at any point. You can also obtain a CSV file with the items in the collection or upload a new list of items.

  1. Click Rule Builder

  2. Click Collections in the top right corner of the page.

  3. Click the pen icon to the right of the name of the collection you want to edit.

  4. Edit the collection description, download a CSV file with the list of items in the collection or upload a new CSV file with more items.

    note

    Uploading a new CSV file overwrites any items already contained in the collection.

  5. Click Save Changes.

Deleting a collection​

You can delete your collections when you don't need them anymore.

  1. Click Rule Builder
  2. Click Collections in the top right corner of the page.
  3. Click the pen icon to the right of the name of the collection you want to edit.
  4. Click Delete Collection.