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InterAction® Administrator Answer Center

Creating and Editing Folder Link Data Sets

  • Updated

You set the options for a folder link data set in the New/Edit Marketing List Data Set dialog box.

Options Available in a Folder Link Data Set

Option Name Description
Name

Specifies the name of the data set. The name must be unique among all data sets in the data source. The name you specify is used in the name of the harvesting table for the data set.

See Naming Data Sets.
Data Set Includes

Specifies what folder classes the data set includes:

  • Any Folder - Users can add any contacts (except sponsored ones) to any folder including non-sponsored contacts to sponsored or non-sponsored marketing lists.
  • Sponsored Marketing Lists Only - Users can add sponsored or non-sponsored contacts into a sponsored marketing list only. See Why Would I Choose Sponsored Marketing Lists Only?
Map Contact Based On drop-down list

Specifies the method you want to use to find the InterAction contact to add to the folder. There are three methods available in the list:

  • Data Source System ID
  • Additional Information
  • InterAction Contact (Listing ID)

For more information, see Finding the Contacts to Add to the Folder.

Map Sponsor Based On

drop-down list (only available if Sponsored Marketing Lists Only option is selected)

Specifies the method you want to use to find the InterAction user to add as a sponsor for a contact on the marketing list. There are three methods available in the list:

  • User Account
  • Additional Information
  • InterAction Contact (Listing ID)

For more information, see Finding the InterAction Users to Add as Sponsors.
Map Folder Based On option buttons

Specifies the method you want to use to find the folder to update. You can select from two options:

  • Folder Name - you must harvest names that match the names of the InterAction folders.
  • Folder ID - you must harvest ID values that match InterAction’s folder IDs.

For more information, see Finding the Folder to Update.

Create a Folder Link Data Set

  1. Select the data source for the data set from the console list.
  2. Choose or Data Set > New > Folder Link.
  3. Enter a Name for the data set. This must be unique among data sets within the same data source.

  4. Under Data Set Includes, select which folders you want to include:

    To Do This
    Add a group of contacts (except sponsored ones) to any folder Select Any Folder.
    Add a group of sponsored and/or non-sponsored contacts to a sponsored marketing list Select Sponsored Marketing Lists Only. See Why Would I Choose Sponsored Marketing Lists Only?

  5. Under Map Contact Based On, select the method for finding the InterAction contacts to add to the folder:

    To Do This
    Use a system ID provided by the data source Select Data Source System ID
    Use an additional field value, such as client number or employee code Select Additional Information, then select the field to use for mapping from the drop-down list
    Use the internal InterAction contact ID Select InterAction Contact (Listing ID)

    For more details, see Finding the Contacts to Add to the Folder.

  6. If you selected Sponsored Marketing Lists Only, under Map Sponsor Based On, select the method you want to use to find the InterAction users to add as sponsors for the contacts on the marketing list:

    To Do This
    Use the InterAction user account name (such as EROBERTS) Select User Account
    Use an additional field value, such as client number or employee code Select Additional Information, then select the field to use for mapping from the drop-down list
    Use the internal InterAction contact ID Select InterAction Contact (Listing ID)

    For more details, see Finding the InterAction Users to Add as Sponsors.

    When adding a contact to a marketing list with sponsorship, the sponsor must be an active InterAction user. An inactive user cannot be added as a new sponsor.

  7. Under Map Folder Based On, select the method you want to use to find the folders to update:

    To Do This
    Use the name of the folder used in InterAction

    Select Folder Name.

    For each contact you harvest, harvest the name of an InterAction folder.
    Use the internal InterAction folder ID

    Select Folder ID.

    For each contact you harvest, harvest the ID used in InterAction for the folder.

    For more details, see Finding the Folder to Update.

  8. Choose OK to close and save the data set.

Why Would I Choose Sponsored Marketing Lists Only?

When creating a Folder Link data set, selecting the Sponsored Marketing Lists Only option allows you to additionally set how the Marketing List sponsor is mapped. The Map Sponsor Based On area of the dialog becomes active, enabling you to specify how the appropriate user is set as the sponsor.

Edit a Folder Link Data Set

  1. Select the data source in which the data set belongs from the console list.
  2. Right-click the folder link data set () and choose Edit.

  3. Change the fields as needed.

    For details about the fields in a folder link data set, see Options Available in a Folder Link Data Set.

  4. Choose OK.

Delete a Folder Link Data Set

Deleting an existing data set deletes the corresponding data set table. It does not change the data previously imported into InterAction using the data set.

  1. Select the data source in which the data set belongs from the console list.
  2. Right-click the folder link data set () and choose Delete.
  3. When prompted, confirm the delete.
  4. Update any harvesting routines to remove any references to the corresponding table.