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Collections

In this article, you will learn what Collections are, how they work, and how to use them in the Open Loyalty platform.

What is a Collection?

Collections is a module in the Admin Panel where you can import grouped values from CSV files and use them in the campaign conditions.

What is the purpose of Collections?

This feature can be handy if you're looking to save time and streamline your workflow. By importing the data you need, you can easily set up your campaign conditions without manually typing each city, country, or product separately.

How do Collections work?

Before you proceed, please review the character limits and amount of records in the group/file.

Adding a collection:

Collection name: 255 characters

Min/max Records/Values:

Min amount of values in the CSV file - 3 values

Max amount of records in the group/file - 1 million

To set the group of values correctly, you need to remember the following steps:

Importing collection

  1. Go to Collections

  2. Click ADD NEW COLLECTION in the upper right corner

  3. Define Basic settings and set the group on Active status -> click ADD COLLECTION:

  4. To upload the records, click on the group to get to the below view:

  5. Click IMPORT VALUES for the pop-up window to appear to upload the file from your computer. From this view, you can go to the linked import guide to learn how to structure the CSV file:

  6. After uploading, you will see a new import ID under the Imports/ Exports, and your values will be updated:

To update the collection, you can click ‘Update Values’ and import new records to the group:

Adding Single Item

  1. Go to Collections

  2. Select a Collection: Click on the name of the collection you wish to add an item to. This will open the collection's details page.

  3. Add a Single Item: On the collection's details page, locate and click the Add single item purple button

  4. A pop-up window titled "Add single item" will appear

  5. Enter Item Details: - Value: (Mandatory) Enter the specific value you want to add. - Description: (Optional) Provide a brief description for this item.

  6. Click the Save changes button to add the item to the collection.

Editing / Deleting

Created collections can be managed from the detailed view as described in the previous section.

Value and Description have Edit icon, which allows you to apply changes at any time. Clicking the three-dotted icon in the row unfolds Delete option.

Where can it be used?

Collections are used when picking a Campaign Effect Condition:

You will find them in the following conditions in the campaign:

  • Building name

  • City

  • Country

  • Custom attributes

  • Email

  • First name

  • Flat/Unit name

  • Gender

  • Last name

  • Loyalty Card Number

  • Member custom attributes

  • Phone Number

  • Postal Code

  • Province

  • Street

  • Tier

  • Transaction Channel

  • Transaction delivery city

  • Transaction document number

  • Transaction purchase place

  • Transactions with products that have a specific attribute

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