Custom Tables allow you to store relational data for your Contacts that can be utilized for advanced segmentation, campaigns and merge possibilities. If you are a Site Administrator with an Enterprise license, you can create custom tables in the Contacts dashboard of your account. Common examples uses of custom tables is to store order data, ticketing information, abandoned cart data, etc.
- Navigate to the Contacts Dashboard.
- Choose "Configuration" from the left menu.
- Select "Custom Tables".
- Click the "Create Custom Table" button (top-right).
- Name your table and choose the type: one-to-one, one-to-many, many-to-one, or many-to-many.
- Start creating fields for the table. Enter the field name, select the field type. Click the (+) button to add the next field.
- The "Primary Key" checkbox should remain unchecked for most fields. The Primary Key uniquely identifies each record in a table. Primary keys must contain unique values, and cannot contain NULL values.
For relational data like tickets or orders where there may be more than one record per email address, you will want to choose a primary key that would be unique to each record. In the example below I chose Order Number as the primary key for the table because the order number is likely to be the unique value amongst these fields.
- Click the "Save" button when done creating fields. You cannot return to edit any fields after saving, but you may add more fields.
The Custom Tables permission is not included with any default account administrator Roles. A new Role would need to be created for any account administrators that need access to creating Custom Tables. To create a new role, please see this article on the How-To: How do I create or edit a Role?
For more information about custom tables, please see this help article: what is a custom table?