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Managing collections

A collection is a list of values of your choice that you can use in your rules as an attribute from the Attribute Selector or through cart item filters.

Typically, you can use a collection to create a large list of SKUs or items 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 an end-of-season campaign that gives a 40% discount on all beachwear items. To achieve this, we can create a collection containing all our items and use it to create a cart item filter.

tip

To target specific groups of customers in your campaigns, use audiences.

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 standard 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 to create a cart item filter

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

  1. Click Filter Cart Items > Add Filter Step.
  2. Select Filter items by condition. Item category (Item) is the attribute selected by default.
  3. Change the operator to is in collection.
  4. Select the collection you created in the previous step.
  5. Name your filter and click Save Filter.

You can use the cart item filter in your rules to give a 40% discount on all beachwear items in the customer's cart when they add at least one item.

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.