Creating External Tables within Engage
External tables allow you to manage data sets that are not loaded into the main analytical database, e.g. to send a welcome message to a new customer.
-
Open Engage and navigate to the tools menu in the title bar.
-
Click external tables to view a list of tables that have been created.
-
To add a new external table, click on the hamburger menu and select add new.
-
Select the type of table required.
-
Click add field to begin populating the table.
-
If the external table is flagged as use for triggered campaign, it is necessary to include an individual_key field for the individual level table.
-
When all the required fields have been added, open the hamburger menu and click save as.
-
Return to the tools menu to retrieve the ID number for the newly created table.