Advanced Guide: The Different Types of Audience Lists
There are 3 main types of audience lists:
These lists are automatically differentiated by type based on the list columns and schemas.
Here are the differences:
CRM Lists | Data Lists | Transaction Lists |
|---|---|---|
Contain at least one deployable PII Attribute | Contain no PII information | Contains at least one deployable PII attribute |
Have no columns that are aggregated | Have no columns that are aggregated | Have at least one column that is aggregated |
Can be deployed to all deployment partners | Cannot be deployed directly | Can be deployed to all deployment partners |
What is deployable PII? Deployable PII is email, phone number or mobile id.
CRM Lists
These are also know as Customer Lists.
When creating an audience list, if your list has at least one PII attribute and no aggregated columns, it will be considered a CRM list.
These lists can be used to create segments based on different columns present on the lists.
More Information
Unless a unique key is specified when creating the list - the first added PII attribute will be the unique key on that list.
If you specify another unique key, the PII attribute will be removed from the unique key and you will have to select the PII attribute as well if you want it as a unique key.
Data Lists
When creating an audience list, if your list has no deployable PII attribute and no aggregated columns, it will be considered a Data list. Note that there can be PII (such as first or last name) in these lists but it cannot be deployable PII to qualify as a data list.
When creating a data list you will need to select a unique ID in the list otherwise the application will throw Internal Server Errors
These lists cannot be selected in the UI and therefore cannot directly create a segment. To create a segment from a data list you will have to go to the segments page and click on create new segment, then select the data list.
Transaction Lists
When creating an audience list, if your list has at least one aggregated column, it will be considered a transaction list. There must also be at least one deployable PII.
These lists can be used to create segments based on different columns present on the lists.
More Information
Unless a unique key is specified when creating the list - the first added PII attribute will be the unique key on that list.
If you specify another unique key, the PII attribute will be removed from the unique key and you will have to select the PII attribute as well if you want it as a unique key.