External Lists

Overview

The Campaign-Ready Files feature in the Engagement Data Platform (EDP) allows you to import a file of recipients, and to then use that file as the data source for an Email Campaign in Cheetah Messaging. Campaign-Ready Files are assigned to an EDP asset called an External List.

Campaign-Ready Files aren't loaded to your main EDP database; instead, the files are loaded to a temporary database that's kept for three months, during which time you can continue to use them for Campaigns. After the retention period, the files are removed.

The Campaign-Ready File must contain Email Address, at a minimum. You can include other columns in the file that you need for Dynamic Content and / or Personalization.

Note: For more details on how to create an Email Campaign that uses a Campaign-Ready File as its data source, please see the Cheetah Messaging Online Help system.

Access

To access the External Lists screen, select Definitions from the Main Navigation Menu, then select External Lists from the Sub-Category menu.

Additional Resources

Campaign-Ready Files Quick Start Guide

Features

The External Lists screen provides the following features related to managing your External Lists:

Searching and Sorting

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Search

The search feature allows you to search for a specified text string anywhere within the External Lists Display Name or Internal Name

Optionally, in the search field near the top of External Lists screen, enter the desired text string.
Press Enter, or click the search button (magnifying glass icon).
The External Lists screen is refreshed to show only the External Lists that meet your search criteria.
To remove all search criteria, click the remove button ("X" icon).

Sort

The "Sort" drop-down menu allows you to sort the External Lists on a variety of different fields. To sort the list of External Lists, select the desired sort option from this menu.

Latest (default)
Oldest

Navigation

Once you've found the desired External List, you can navigate to the following other screens:

Click the External List to navigate to the External List Details screen for that External List.

Create a New External List

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To create a new External List:

In the "Enter Display Name" field, enter the Display Name value for the new External List.
Click add. The External List Details screen is displayed.

View or Edit an External List

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To view or edit the details of an External List:

Search, sort, or filter the External Lists screen as described above.
Click the name of the desired External List.
The External List Details screen is displayed. See External List Details for more information.

Back to Definitions Overview

Last Updated: April 2022