Data Sources
When importing data into Adestra the data source must be identified and applied to each import. This allows users to track the source of any import as well as produce a report for each data source. By automating the process, users have greater control when managing their deliverability and can create extensive data sources to support this.
On this page:
Creating a Data Source
Data sources need to be created prior to an import, once added the option to select a data source will be displayed within the import settings. The data source can be added to a workspace or account within the data section of Adestra, under the Source tab. In order to create the data source you will need to be an admin user for your account.
The Create new data source button will be above your source table and will direct you to the data source form. The form will include several questions about your data source such as average send size and deduplication methods. The form will need to be saved and approved before applying to an import.
Source Details
A memorable source name is required, as this will be how the source is referred to throughout the system. Adding a description is optional.
When creating a data source you are able to restrict it to just one workspace, this means that it will only display as an option when importing into that workspace. Alternatively, the data source can be available to all workspaces when applying to an import.
Target Market details
You are required to enter the approximate percentages for your email marketing, such as whether you will be sending to mostly businesses, customers or internally. For example, using the slider you can approximate that 20% of your email marketing will be sent internally within your company.
Data Size
Enter the average data size details, such as your average send size or the largest single launch size when using this data source.
Data Collection
When adding a data source you will need to define the techniques used for collecting the data. Using the sliders you can set the percentages for a process such as the percentage of sign-ups from your website.
Using the textbox you can enter extra details regarding any third party data sources that you have used. You will need to select yes or no as to whether you retain information about the original signup for all of the addresses, using the check box option.
Deduplication
Define how the duplicate records are managed within the data source and whether the option to de-dupe your mailing list is available or not.
Previous Communication
Details are required regarding your previous communication such as any previous ESP's used, previous blocklisting, bounces and unsubscribes.
Overview
Once the form is complete, you will need to certify that the information given is correct to the best of your knowledge. You will then be directed to an overview of the data source using the information you have given. Any existing data sources will be listed under the Source tag within Data, selecting from this list will take you to the source overview page.
There will be the option to edit the data source details within the top right of the overview. By editing a data source the approval will be void and the source must be approved again in order to use throughout the account.
To delete a data source, use the delete option on the overview page.
Approval
Once a data source form is complete and saved it will be sent for approval, once approved the source will be available to apply to an import.
When your data source is approved or rejected an email notification will be sent to the account user who completed the data source form. If your data source is rejected you are required to go back and edit the form before submitting for approval again.
Applying to an Import
You are required to select the data source for each import, using the drop down box. This allows you to easily identify the source for each import and gather data for each data source. The drop down box will display a list of data sources available to your workspace to select from. You will not be able to start an import if there is no data source applied.
If the data source you are using is not displayed, it will need to be added by your accounts admin user and approved before importing.