Data Management

Responsys Express Data Management:

  • Uses business-centric, logical views of the data that are easy to understand.
  • Makes it easy for marketers to manage contact and lookup data.
  • Can be used across Responsys Express.

In this topic, you'll learn about

To access the Data Management page:

  1. Click from any page in Responsys Express.
  2. Use the search to find the Data Management option, or click Data Management from the menu.

    You'll be redirected to the Data Management page.

Attributes and attribute groups

The data model in Responsys Express is made up of what are called attributes and attribute groups.

Attributes

Attributes contain one piece of data, in the same way that a column in a database does or a field in a table. For example, an attribute can be a customer's name, email address, last purchase date, loyalty program number, preferred seating in an airplane, and the like.

Attribute groups

Attribute groups are groupings of related attributes, based on business logic. For example, one attribute group could group attributes related to entities such as product, store, airport, and so on.

There are two kinds of attribute group: ones for lookup and ones for contact data. Lookup data is data that isn’t specific to your customers and has to do with entities such as product, store, airport, and so on.

The default attribute groups that will show up in your instance are order line, order metrics, and basic profile. These three group contain system attributes. System attributes show a lock next to them and can’t be edited or deleted.

To see data from different attribute groups, you’ll use the Data Viewer.

Data Management tasks

To add attributes to an attribute group:

  1. In the Attribute Groups column, click on the Attribute Group you'd like to add an attribute to.

    Screenshot showing Data Management Contacts group, with an arrow pointing to an attribute group.

  2. Click the Edit button.

    Screenshot showing the Attributes list, with an arrow pointing to the location of the Edit button.

  3. Click +.
  4. Give your attribute a display name, name, and description.
  5. Select a Data Type:
    • Number Field
    • Time Stamp Field (date + time)
    • Integer Field
    • Single Character
    • Short Text Field (up to 25 characters)
    • Short Text Field (up to 50 characters)
    • Medium Text Field (up to 100 characters)
    • Medium Text Field (up to 255 characters)
    • Long Text Field (up to 500 characters)
    • Maximum Text Field (up to 4,000 characters)
  6. Click either Done to create your attribute, or click Add Another to create another attribute for the attribute group.
  7. After you've added your attributes, click Save.
    Notes:

    • When creating an attribute in the Lookup tab, you'll need to indicate which attribute you'd like as the group's unique identifier. To do so, open the attribute group, click the Edit button, and select the check box for the attribute in the Unique Identifier column.

    • You can also select up to four non-unique attributes to be indexed per lookup attribute group.

To create a new attribute group:

  1. From the Data Management page, select which kind of attribute you'd like to create by opening either the Lookup or Contacts tab.

    Screenshot illustrating the location of the Contacts and Lookup tabs on the Data Management page.

    Lookup data is data that isn’t specific to your customers and has to do with entities such as product, store, airport, and so on. Contacts data is specific to your customers.

  2. Click + beside Attribute Groups.

    Screenshot of the Data Management page, with an arrow pointing to the location of the Add Attribute Group button, which resembles a plus sign.

  3. Give your attribute a display name, name, and description.
  4. Click Save.

To delete an attribute:

Warning: Before deleting an attribute, make sure that it is not being used elsewhere in Responsys Express.

  1. Click on an attribute group to display its attributes.

    Screenshot showing the Data Management page, with a red arrow showing the location of an attribute group in the Attribute Groups list.

  2. Click the Edit button.

    Screenshot showing the Attributes list, with a red arrow pointing to the location of the Edit Attributes button.

    Any attributes that are not system attributes will have the Delete button display beside them.

  3. Click the Delete button beside the attribute you'd like to delete.
  4. Click Save.

To delete an attribute group:

Warning: Before deleting an attribute group, make sure that it is not being used elsewhere in Responsys Express.

  1. Click the Actions menu button beside the attribute group you'd like to delete.

    Screenshot illustrating the location of the Actions menu buitton for an attribute group on the Data Management page.

  2. Click DeleteDelete button icon, which resembles a trash can.

To edit an attribute:

  1. Click on an attribute group to display its attributes.

    Screenshot of the Data Management page, with an arrow pointing to the location of an attribute group in the Attributes Group list.

  2. Click the Edit button.

    Screenshot of the Attributes list, with an arrow showing the location of the Edit attributes button.

  3. Click on the attribute you would like to edit.

    Note: You can only edit the description for system attributes. System attributes have a lock icon beside them.

    The Edit Attribute panel opens.

  4. After making your changes, click Save.
  5. Click Save for the attribute group.

    Screenshot of the Edit Attributes panel, with an arrow pointing to the location of the Save button.

To edit an attribute group:

  1. Click the Actions menu button beside the attribute group you'd like to edit.

    Screenshot showing the Data Management page, with a red arrow showing the location of an attribute group in the Attribute Groups list.

  2. Click Edit.

    The Edit Attribute Group panel opens.

  3. After making your changes, click Save.

Learn more

Data Viewer

Data Overview

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