Manage Related Data Sets

Permissions

The following permissions may be required:

• Permission 150 Related Data: Edit own related data sets​.

• Permission 153 Related Data: Edit all related data sets​.

Navigation Path:

Administration > Attributes > Related Data >

1. Managing the Structure of a Related Data Set

Navigation path: Administration > Attributes > Related Data >

Defining the Structure

The structure of the related data set defines the individual data fields in which data is to be stored. The structure must be manually created before the data is imported.

• Each dataset consists of columns (data fields).

• The primary key column (linking to user attributes) is not part of the structure.

• CSV format: The key is always the first column.

• XML format: The key is marked as row-key.

2. Managing Columns (Adding, Editing, Archiving, Reactivating, Deleting)

Navigation path: Administration > Attributes > Related Data >

2.1 Adding a Column

The Add New Column window allows you to define new columns in the related data set.

Steps to Add a Column

1. Navigate to Administration > Attributes > Related Data

2. Click the Show Structure icon ()

3. Click Add New Column.

4. Define the column name:

   • The name must match the imported data file's column name.

   • Allowed characters: letters, numbers, hyphens (no spaces or special characters).

5. Choose the Data Type:

   • String: Stores alphanumeric text.

   • Number: Stores numeric values.

     Note:

     • Leading zeroes are removed by default.

     • If the value should retain leading zeroes, use String instead.

   • Date: Stores date values in supported formats:

     • dd.MM.yyyy

     • yyyy-MM-dd

     • yyyy-MM-dd HH:mm:ss

     • ISO 8601 (yyyy-MM-ddTHH:mm:ssZ)

     • Supports UTC offsets (+hh:mm or -hh:mm).

   • Boolean: Stores values as Yes, No, or None.

6. (Optional) Set a Default Value .

7. (Optional) Create Enumeration to limit accepted values.

8. Click Save.

Adding a Unique Column

• If your system supports unique columns, you can define a column as unique within a non-unique data set.

• Example: A combination of email + orderID could be unique.

• Only String and Number data types support uniqueness.

• To create a unique column:

  1. Follow steps 1-4 above.

  2. Check Make Column Unique for Related Data Set.

  3. Click Save.

2.2 Editing Columns

Non-enumerated columns:

• In the Actions column, click the Edit icon.

• You can modify the default value

Enumerated columns:

• Use the context menu in the Actions column to:

  • Edit the default value

  • Add enumerated value

  • Delete enumeration

2.3 Archiving & Reactivating Columns

Archived columns are no longer available for data import, selection, or personalization.

• To archive a column:

  1. Select the column(s).

  2. Click Archive.

  3. The column remains stored but inactive.

• To reactivate a column:

  1. Filter on Archived columns using the Show drop-down list.

  2. Select the column(s).

  3. Click Reactivate.
     

     

2.4 Deleting Columns

• Prerequisites:

  • You must have the proper permissions.

  • Columns with data cannot be deleted; they must first be archived.

• Deletion Process:

  1. Select the Archived view.

  2. Choose the column(s) and click Delete.

  3. Deleted columns cannot be restored.

Important: If a column is used in messages or segments, deleting it may cause errors. Verify dependencies before deletion.

3. Viewing, Searching, and Displaying Related Data

Navigation Path:

1. Administration > Attributes > Related Data >

2. Click Data.

Searching Data

• Use the Key Input Field to search datasets.

• Only the first character of the key is required for a search.

• The first four columns of a dataset appear in search results.

• For full details, open the Details page.

Displaying Data Content

• To look up stored records:

  1. Select the Data tab within the dataset.

  2. Enter a Key Prefix and click Search.

  3. Click the view icon next to a record to display all stored information.

Note: Partial searches are allowed; no need for REGEX or wildcards.

Column Properties

4. Table Views & Cross-Table Queries

Navigation Path:

1. Administration > Attributes > Related Data >

2. Click Table Views.

Using Table Views

• Data Views link multiple Related Data Sets for cross-table queries.

  For more details, see Create Data Views for Cross-table Related Data Queries.

• Used in Mapp's Segmentation Builder to enhance targeting.

Key Setup Fields