Collections

A collection can be compared to a second database that is bound to every profile. Examples of collections are the products that customers have ordered, the whitepapers that have been requested, or even the information of all contacts at a client. Just like a database, you are completely free to decide what information is stored in a collection. To distinguish between entries in a database and a collection, we refer to entries in a collection as subprofiles.

Selections and miniselections

A selection filters profiles based on the conditions defined for this selection. A miniselection has the same purpose, but filters subprofiles in collections instead. It is also possible to filter profiles in a selection based on the contents of miniselections by filtering on the amount of subprofiles that a profile has in a miniselection.

For example, you could use this to find all profiles that have ordered an item in the past week. To get these profiles, you would need to create a miniselection in a collection that track orders and add the condition that a subprofile has been created in the past week. You can then create a selection that filters all profiles that have at least one subprofile in that miniselection. This will give you all profiles that made an order in the past week.

Creating a collection in the Marketing Suite

In the Marketing Suite you have the ability to create collections in the Database & Profiles section. First, select the database you want to add a collection to and then click on the green plus sign in the top-left corner. The next step will be to add structure to your collection by adding fields.

As databases you create in Copernica are identical in the Publisher and the Marketing Suite, you will only need to create them through one of these interfaces.

Creating a collection in the Publisher

You can create collections in the Publisher in the Profiles section. The option can be found under Database Management > Edit database field > Add Collection. This screen will allow you to name the selection. Afterwards, you can find the collection as a new tab under the profiles in the database, this tab will show you all subprofiles in that collection for that profile. The next step will be to add structure to your collection by adding fields.

As databases you create in Copernica are identical in the Publisher and the Marketing Suite, you will only need to create them through one of these interfaces.

Creating or editing a miniselection in the Marketing Suite

Select the Gear from the Database & Profiles section and select the collection on the left-hand side of the screen that pops up. Choose the option Create miniselection. Here you can give the miniselection a name.

Once you have added the miniselection, you can start adding rules and conditions. First, select the condition on the left-hand side of the screen. Now you can select the option edit conditions. Just like collections, miniselections are shared between the Publisher and the Marketing Suite.

Creating or editing a miniselection in the Publisher

You can create a miniselection in the Profiles section under Database management > Edit selections.... Here you will find the option Create new miniselection. Choose the collection or miniselection that this new miniselection should be placed under and give the miniselection a namen. Once you have saved these settings, you have the opportunity to add rules and condition to your new miniselection. To add a new condition, select the option Add a new 'AND' condition to the current 'OR' rule. To add a new rule, use the option Add a new 'AND' condition to a new 'OR' rule. Just like collections, miniselections are shared between the Publisher and the Marketing Suite.