Group of Values
In this article, you will learn what a group of values are, how it works, and how to use them in the Open Loyalty platform.
What is the group of values?
The group of values 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 a group of values?
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 does a group of values work?
Before you proceed, please review the character limits and amount of records in the group/file.
Adding a group:
Group 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:
Go to Groups of Values
Click ADD NEW GROUP in the upper right corner
Define Basic settings and set the group on Active status -> click ADD GROUP:
To upload the records, click on the group to get to the below view:
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:
After uploading, you will see a new import ID under the Imports/ Exports, and your values will be updated:
To update the group, you can click ‘Update Values’ and import new records to the group:
Where can it be used?
The group of values is shown as the following in the campaign conditions:
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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