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 required field is the unique identifier for the table. It can contain only characters, numbers, and underscore.
   • Data Type: This field is required and sets the data type for the field.  See explanation of data types in the reference section at the end of the section.
   • Default Value: This is an optional field.  If no value is present during the import of data, 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 there is an empty value for this column, the records will be rejected.
   • Primary Key: This indicates if the field is a unique identifier for the contact records in the table.  The field is used when adding and updating data in the table.
   • Post Code:  This is an optional field.  If checked, this column will denote that the field contains postal codes.  This field should be checked if the Custom Data Table is being used in a dynamic data table for postal code radius search.
   • Post Code Validation: This is an optional field.  If checked, the platform will perform a validation on the postal code field.
4. Once all data fields are entered, click on the Save button.

Custom Data Table Relationships allow you to establish a relationship between your new custom data table and an existing custom data table.  The relationship 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 prepopulate the first data table field. 
4. Select the field from the current data table that you will be using for the relationship.  Normally this is a field in the existing data table of the same type.
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. Normally this is a field in the current data table of the same type.
7. Click on Add Relationships.

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

Split allows you to split the custom data table into multiple custom data tables.  To split a list, 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 list into.  The default number of branches is two.
3. Select how you would like to divide the contacts into the new branches.
   • Numbers allows you to split the list by a specific quantity per branch.
   • Percentage allows you to split the list 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.  Exports from data table are pushed to the CDT_OUT 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

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 Action Item or the Delete Action Item.

Filters allow you to build out the rule set that will be used to populate the dynamic data table.  The left hand side consists of the source fields that will be used to create your dynamic data table.  They can either be fields within a System Table or a Custom Data table. You will build the filter on the right-hand side by dragging an element from the Attribute section into the Define Filter section.  From there, you are able to configure the operators and logic for your filter.

The Attribute section of the filter area is where you would locate data fields to be used when building your filter.  The data fields available include a predefined set of system tables, as well as, any custom data table within your account.

To create filter criteria, drag a data field from the Attribute options and drop it onto the Define Filter area. Once the data field is dropped, you can then select the operator and define the value for that field that you would like to filter. 

You can combine the different filter conditions together with AND/OR logic operators.  By default, the logic operator will be an OR.  The AND/OR logic operators are located in a button on the far-right side of the Define Filter Area. To change the logic operator, click on the button.

Filter conditions can also be combined in order to define a hierarchy of the conditions.  Follow the steps below to create a group filter condition.

1. To group filter conditions, a minimum of three data fields must be present in the Define Filter Area.
2. Place your mouse at the end of the grouping before the AND/OR logic operator button until a gray button appears.
3. Click on the gray button to create a grouping. 
4. Once a grouping is created, an additional AND/OR logic operator option will appear.  This can be changed as needed to meet the filter conditions.

You can review the query logic that will be used when running the dynamic data table within the Query Preview under the filter logic.  You are also able to save your filter to use again by checking the Save filter as option and providing a name for the filter.  The saved filters can be found in the Saved Filters option under Contacts.

Within the Table Attributes section, you are able to define which fields you would like to include for the dynamic data table from the Source Tables option. This includes data fields from System Tables and the ability to select Custom Data Tables.

To create a relationship, follow the steps below.

1. Click on the Add Relationship button.
2. Enter a name in the Insert Relationship Name field.
3. Click the Persist relationship option if you would like to save the relationship.
4. Select the First System or Custom Data Table from the Select Table dropdown.
5. Select the Common Data field in the Select Attribute dropdown below it.
6. Select the 2^nd System or Custom Data Table from the second Select Table dropdown.
7. Select the Common Data field in the second Select Attribute dropdown below it.
8. Click on the Add Relationship button if another relationship is needed.
9. Click Continue when done.

Refresh allows you to refresh the filter in order to update the results.

Export allows you to export the contacts in the custom data table.  If the custom data table contains more than 100K contacts, the export file will be pushed to the FTP to be retrieved; otherwise the export file will download in the browser.

Clean will empty the results from the dynamic data table.  The results can be populated again by refreshing the filter.

The attributes for a Coupons Data Table are created automatically. The only change that can be made to the default values of the Coupons Data Table is the name of the data field. All other values are fixed and default values cannot be used. Only the coupon code field is required in order to use Coupons and only one coupon code field can exist in the table. The standard field types are listed below.

You can also add additional attributes to your Coupons Data table. To add additional attributes, 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 is a required field and is the unique identifier for the table. It can contain only characters, numbers, and underscores.
   • Data Type: This field is required and sets the data type for the field. Please see the Reference section for available data types.
   • Default Value: This is an optional field. If no value is present during the import of data, 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 there is an empty value for this column, the records will be rejected.
   • Primary Key: This indicates that the field is a unique identifier for the contact records in the table. The field is used when adding and updating data in the table.
   • Post Code: This is optional field.  If checked, the column will denote that the field contains postal codes. This field should be checked if the Coupon Data Table is being used in a Dynamic Data Table for a postal code radius search.
   • Post Code Validation: This is an optional field. If checked, the platform will perform a validation on the postal code field.
   • Coupon Codes: This field is required and serves to indicate that the field contains the coupon codes. Only one coupon code field is allowed per Coupons Data Table.
4. Once all data fields are entered, click on the Save button.

Custom Data Table Relationships allow you to establish a relationship between your new custom data table and an existing custom data table. The relationship 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 on the Insert Relationship Name field.
3. The name of the current custom data table will prepopulate the first data table field.
4. Select the field from the current data table that you will be using for the relationship.  Normally, this is a field in the existing data table of the same type.
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. NOrmally this is a field in the current data table of the same type.
7. Click on Add Relationships

To manually import a data file, follow the steps below:

1. On the Records page, click on the Upload icon
2. Select how you would like to locate your data file.
   • Browser Upload will allow you to upload a file on your PC. The data file must be smaller than 19.5MB if this option is used.
   • FTP Upload will allow you to select a file that is located in the CDT_IN folder on your FTP site.
3. Check the Expect large data box if the large text data field is in use. This will default the delimiter to Tab and enforce the Respect double quotes as a text qualifier option
4. Select the delimiter of the data file
5. Select the Import options for the data import
6. Select the Record Operation. The options available in the drop down will vary depending on the data structure of the custom data table.
   • Overwrite Existing Records will replace data currently in the table with data from the data file
   • Only Update Existing Records will only update any coupons associated with the data table and will reject any new contacts
   • Add Only New Records will add new coupons from the data file but will not update any existing coupons
   • Add New & Update Existing Contacts will add new coupons and update any coupons associated with the data table.
7. Click Next
8. On the Map Records step, you will need to map the fields on the data file to the attributes for the data table. Any fields that match the data table attributes will be mapped automatically. If you do not want to map a field, select Ignore this column.
9. Click Finish

The import will run in session and you will be notified when it has completed with an import notification. The notification will provide you with a total number of records added or updated, as well as a total of the records that were rejected. You will also be able to download the rejected records. The rejected record file includes a column with the reason as to why the contact was not imported.

Once the import has completed, the Coupons Data Table will be populated with the coupon codes. You will be able to see the coupons and data for any additional attributes created for the table. You also have the option to edit or delete a coupon within the Action column.

• Edit will allow you to edit a coupon and any data values related to that coupon. Once edited, these changes will be updated in the coupons data table.
• Delete allows you to delete a coupon and any data related to the coupon. Once deleted, the coupon will no longer exist in the custom data table. Deleted coupons are unable to be recovered after the delete has been completed.

Generate Coupons allows you to generate a large number of coupon codes within your table without the need of importing any data. You are able to configure the number of coupon codes that will be generated, as well as the format of those codes. To generate coupons, follow the steps below:

• Click on the Generate Coupons icon
• On the Generate Codes page, enter the number of coupons that will be generated
• Enter the required information to define the format of the coupon codes
• Click Generate

The coupon code generation will run in session and the table will be locked while the coupon codes are created.

Within the Coupons Data Table, other functionality is available using the icons located on the left-hand side above the contact information.

Split allows you to separate the coupons data table into multiple tables. To split the 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 the list split into. The default number of branches is 2.
3. Select how you would like the table to appear by determining how to divide the contacts into the new branches
   • Numbers allows you to split the list by a specific quantity per branch
   • Percentage allows you to split the list by a specific percentage per branch
4. In order to distribute the contacts to 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 a split letter (A, B, C, etc) and date and time appended to the custom data table name.

Export allows you to export the data from the coupons data table. If the table contains more than 100K contacts, the export file will be pushed to the FTP to be retrieved; otherwise, the export file will download in the browser. To export a coupons data table, follow the steps below:

1. Click on the Export icon
2. If the table has more than 100K records, you will be able to enter you email address to receive a notification when the export has completed. Enter your email address into the Send a Data Export Summary Report To box. If no email address is entered, you will not be notified when the export is completed. All exported CDT files are located in the CDT_Out folder on the FTP site. If the table has less than 100K records, then the file will download in your browser.

Clean allows you to remove all data from the coupons 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 data in the coupons data table. To search the table, 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 action item or the Delete action item.