Upload a Custom List Dataset

This content is only for clients with the one-click DATASETS option in the top navigation bar. If you click DATASETS and see Product Data and Customer Data listed as menu options, then this content doesn't apply to your account. Instead, see Create a Custom List Dataset.

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. This type of dataset 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 click CREATE DATASET.

    Animated demonstration of a user clicking DATASETS in the top navigation bar and then clicking the 'CREATE DATASET' button

  2. Click 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

  3. 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_2021' entered as the dataset name and a callout of the NEXT button

  4. 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.

    Callout of the 'Input a list of Product IDs' and 'Upload a list of Product IDs' options and of the NEXT button

  5. 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.

      Callout of the product IDs field and a callout 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.

      Do not include a header row in the file that you upload. It should only contain the column of PIDs.

      Callout of the file upload field

After you click CONFIRM AND CREATE, Monetate ingests the product IDs and closes the wizard. It automatically assigns the new dataset a unique ID that you cannot edit.

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