Create a Custom List Dataset

This content is only for clients with Product Data and Customer Data options in the DATASETS menu in the top navigation bar. If no menu options appear when you click DATASETS, then this content doesn't apply to your account. Instead, see the alternate version of this documentation.

A custom list dataset contains up to 5,000 curated product IDs (PIDs) that you can use as part of an action condition, as part of a WHO target in an experience, or as part of a filter in a recommendation strategy or Dynamic Bundle. This dataset type allows you to target customers who have browsing or purchase behaviors related to the PIDs in the custom list.

Follow these steps to create a custom list dataset in the platform.

  1. Click DATASETS in the top navigation bar, and then select Product Data.
  2. Click CREATE DATASET.

    Callout of the 'CREATE DATASET' button on the All Datasets list page

  3. Select Custom List in the Create Dataset Schema wizard, and then click NEXT.

    Step 1 of the Create Dataset Schema wizard, with 'Custom List' selected and a callout of the NEXT button

  4. Name the dataset and then click NEXT.

    The name must begin with a letter and can contain only letters, numbers, and underscores.

    Step 2 of the Create Dataset Schema wizard, with 'Spring_Summer' entered as the dataset name and a callout of the NEXT button

  5. Select a method to add the PIDs to the dataset, and then click NEXT.

    If you select Upload a list of Product IDs, then the file you upload must be in the CSV or TSV format. Do not include a header row in the file. It should only contain the column of PIDs.

    Step 3 of the Create Dataset Schema wizard, with a callout of the 'Input a list of product IDs' and 'Upload a list of product IDs' options and of the  NEXT button

  6. Input the PIDs using the method you selected in the previous step.
    • If you selected Input a list of product IDs, then copy and paste into the text field the PIDs as comma-separated values or as a list with one PID per line, and then click CONFIRM AND CREATE.

      Step 4 of the Create Dataset Schema wizard, with a callout of the product IDs input field and of the 'CONFIRM AND CREATE' button

    • If you selected Upload a list of product IDs, then drag and drop the file containing the PIDs, and then click CONFIRM AND CREATE once the wizard has verified the file.

      Step 4 of the Create Dataset Schema wizard, with a callout of the file upload field

Monetate ingests the product IDs and closes the wizard. It automatically assigns the new dataset a unique ID that you cannot edit.

Downloading Files

You can download a file from a custom list's Update History tab. You can download files successfully and unsuccessfully uploaded to the platform using the wizard; files created as a result of using the Input a list of product IDs method in the wizard; and files created from updates made using the field on the Update Custom List tab.

Monetate retains dataset files for 180 days from the date it was uploaded. Once a file is out of this retention period, it still appears on the dataset's Update History tab, but you cannot download it.

If a file is available for download, its filename appears in purple in the Update History table.

The Update History tab of a custom list dataset details page. Two entries in the Update History table have filenames in purple font, indicating those files are available for download.

Click the filename and then save it to a location on your computer.