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.

  1. Open Engage and navigate to the tools menu in the title bar.

  2. Click external tables to view a list of tables that have been created.

  3. To add a new external table, click on the hamburger menu and select add new.

  4. Select the type of table required.

  5. Click add field to begin populating the table.

  6. 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.

  7. When all the required fields have been added, open the hamburger menu and click save as.

  8. Return to the tools menu to retrieve the ID number for the newly created table.