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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 on its left-side menu, click Rule Builder.

  3. In the top-right corner of the page, click Collections.

  4. Define a name and description for the collection.

  5. In Import 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 details of a collection at any point. You can also download a CSV file with the items in the collection, or upload a new list of items.

To edit a collection:

  1. On the left-side menu of your campaign, click Rule Builder.

  2. In the top-right corner of the page, click Collections.

  3. Next to the collection you want to edit, click .

  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 a collection when you don't need it anymore.

To delete a collection:

  1. On the left-side menu of your campaign, click Rule Builder.
  2. In the top-right corner of the page, click Collections.
  3. Next to the collection you want to delete, click .
  4. In the pop-up that appears, click Delete.