The bottom portion of the Properties page allows you to define the data structure for the custom data table.

To create an attribute, follow the steps below.

1. Click on the Edit Attributes button.
2. Click on the Add New Attribute button on the Edit Attributes page.
3. Enter the attribute information.
   • Name: This necessary field serves as the unique identifier for the table. It may only contain letters, numbers, and underscores.
   • Data Type: This field is mandatory and determines the data type for the field. For more information on data types, please refer to the Reference Section at the end of this article.
   • Default Value: This field is optional. If no value is present during data import, the default value is applied to the contact.
   • Required: This indicates that the data field is required when new data is added to the table. If this column has an empty value, the records will be rejected.
   • Primary Key: This indicates if the field is the Unique Identifier for the contact records in the table. The field is used when adding and updating data in the table.
   • Post Code: This field is optional. If selected, this column will indicate that the field contains postal codes. This field should be selected if the Custom Data Table is being used in a dynamic data table for postal code radius search.
   • Post Code Validation: This field is optional. If selected, the platform will perform validation on the postal code field.
4. Once all data fields are entered, click on the Save button.

Relationships allow you to establish a relationship between your new custom data table and an existing custom data table. It can then be used in dynamic data tables.

To create a Custom Data Tables Relationship, please follow the steps below.

1. Click on the Add Relationship button.
2. Enter the name for the relationship in the Insert Relationship Name field.
3. The name of the current custom data table will pre-populate the first data table field. 
4. Select the field from the current data table that you will be using for the relationship; typically, this field is the same data type as the corresponding field in your existing data table.
5. Select the existing data table from the Select Table field.
6. Select the field from the existing data table that you will be using for the relationship.
7. Click on Add Relationships.

Once all the information has been entered on the properties page, click on Continue to save your CDT and proceed to the Records page.

Split allows you to split the custom data table into multiple custom data tables.

To split a table, follow the steps below.

1. Click on the Split icon.
2. On the Split Table page, select the number of branches you would like to split the table into. The default number of branches is two.
3. Select how you would like to divide the contacts into the new branches.
   • Numbers - split the table by a specific quantity per branch.
   • Percentage - split the table by a percentage per branch.
4. In order to distribute the contacts into the new branches, slide the blue circle for each branch until the correct quantity or percentage is reached.
5. Click Split.
6. The new custom data tables will be located in the same folder as the custom data table that was split. The resulting data tables will have the split letter (A, B, C, etc) and date and time appended to the custom data table name.

Export allows you to export the contacts out of the custom data table to the CDT_OUT directory (folder) on your FTP. An email notification will be sent when the export is available.

To export a custom data table, follow the steps below.

1. Click on the Export icon.
2. Your email address will be populated in the Send a Data Export Summary Report To box. 
3. Click Done.

Download Table Structure allows you to download a .csv file in your browser that contains the Attributes of the table as column headers. The file can then be used as a data template for future imports to this table.

Clean allows you to remove all contacts from the custom data table. Please note that once a data table has been cleaned, the contacts cannot be recovered to repopulate the data table.

To clean a data table, follow the steps below.

1. Click on the Clean icon.
2. Click Yes to confirm that you want to clean the custom data table.

Search allows you to search for a contact in the data table.

To search for a contact, follow the steps below.

1. Click on the Search icon.
2. On the Search Members page, select the field you want to search on from the Select Field to Search By drop down.
3. Enter the information you are searching on in the Insert Text to Search By field.
4. Click the Search button.

The search results will appear below the search criteria. From here, you can click on the Edit or Delete icon next to the row.