Custom data tables offer a flexible and powerful way to store and utilize customer-specific information. This data can then be used to enhance targeting and deliver personalized content to your customers using SmartBlocks.

1. Create a custom data table

Go to Data > Custom data.
Select CREATE DATA TABLE and enter the following details:
1. Name
  Enter the table’s name.
2. Table ID
  Enter the table’s ID or select Make table ID after entering a name to autofill this field.
3. Type
  Expand the Type drop-down menu and choose the table type:
  - Custom
  - Brands
  - Categories
Select CREATE.

2. Create table fields

Fields allow you to define the types of data you want to store in your table. There are four data types you can choose from when creating a field: String, Number, Date, and URL.

To create a field:

Select CREATE TABLE FIELD and enter the following details:
1. Name
  Enter the field’s name.
2. Field ID
  Enter the field’s ID or select Make Field ID after entering a name to autofill this field.
3. Field type
  Expand the Field type drop-down menu and select the type of data the field stores.
Select CREATE.

Edit a table field

Expand the field settings icon (⋮) menu and select the edit icon.
Change the name or field type.
Select SAVE.

You can’t change the field’s ID once it’s been created.

Delete a table field

⚠️ When a table field is deleted, any data stored under that field is also deleted.

To delete a table field, expand the Show options (…) menu for the field, and then select Delete.

3. Select a lookup field

To use the table, you need to select a lookup field. A lookup field is used to link the data in your custom data table to another location where this data is used, usually a SmartBlock. As such, the field you select as a lookup field should allow you to uniquely identify a particular record set.

For example, if you had a set of data about football stadiums that you wanted to add to a custom data table:

Stadium ID	Stadium name	Club name	Location
1	Emirates	Arsenal	London
2	Etihad	Manchester City	Manchester
3	Old Trafford	Manchester United	Manchester

you should use Stadium ID as your lookup field, as this value is unique for each data set.

Then, when you want to use this data in a SmartBlock, you use stadiumid as the lookup field for the SmartBlock and identify its value from a merge field, person data, or product data.

The SmartBlock lookup field value is used to pull any of the related data values from the Custom data table, such as Stadium name, into a Jinja-enabled field.

Learn more in Use Custom data tables in SmartBlocks.

To set your lookup field:

Select SAVE to open the Lookup field menu.
Expand the Lookup field drop-down menu and choose a field.

You can select Save without a Lookup field, but you can’t use the table until you set a lookup field. To set one later, edit the custom data table, select the field you want to use, then select SAVE.
Select SAVE.

You can’t change a lookup field once it’s saved.

Properties

To view the Custom data table’s details, select the Properties tab.

Next steps: Import data

Import custom data

Use the SmartBlock layout editor

Use geotargeting

Use Custom data tables in SmartBlocks

SmartBlock enrichment channels

Import custom data