folderCollections

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

Collections let you upload a reusable list of values (for example cities, SKUs, or emails). You can then reference that list in campaign conditions. This keeps campaigns fast to build and easy to maintain.


📌 Limits

circle-info

Check these limits before importing:

  • Collection name: up to 255 characters

  • CSV minimum: 3 values

  • Collection maximum: 1,000,000 values

📥 Import values from CSV

1

Create a collection

  1. Go to Collections.

  2. Click ADD NEW COLLECTION.

  3. Fill in the basic settings.

  4. Set the collection to Active (if needed).

  5. Click ADD COLLECTION.

2

Upload the CSV

  1. Open the collection details (click the collection name).

  2. Click IMPORT VALUES.

  3. Select your CSV file and confirm.

3

Verify the import

After the upload finishes, the collection list refreshes with new values. You will also see a new import job in Imports / Exports.

Update an existing collection

Use Update values to import a new CSV and replace existing values.

➕ Add a single value

1

Open the collection

  1. Go to Collections.

  2. Click the collection name to open its details.

2

Add the value

  1. Click Add single item.

  2. Fill in:

    • Value (required)

    • Description (optional)

  3. Click Save changes.

✏️ Edit or delete values

In the collection details:

  • Use the edit icon next to Value or Description to change it.

  • Use the menu on a row to Delete it.


🎯 Use Collections in campaigns

You can select a collection when configuring supported campaign conditions.

Common places where collections are available:

  • Member fields: building name, flat/unit name, first name, last name, gender, email, phone number, loyalty card number

  • Address fields: street, city, postal code, province, country

  • Program fields: tier, custom attributes, member custom attributes

  • Transaction fields: channel, delivery city, document number, purchase place

  • Product-related conditions: transactions with products that have a specific attribute

Last updated

Was this helpful?