Skip to main content
All CollectionsAccountsConfiguration
Adding custom data for an account
Adding custom data for an account

Access and manage account-specific data, including polling sources and custom entries.

Updated over a week ago

The Custom Data tab in account settings displays the account tags associated with an account. This data encompasses the information from each polling source linked to the account. Custom data is grouped by account tags within Blueprints, containing information unique to each account such as address, geo-targeting data, inventory data, and other unique account information.


Types of custom data

  1. Polling Sources: The data is pulled from an account's dynamic data feed and is labeled as read-only. You can view this data to understand the contents of a tag, but any changes must be made at the source.

  2. Static Data: This type of data remains constant over time or changes infrequently. You can create custom data by using account tags from an ingestion sheet, the tags pane in Blueprints, or manually in Manage.


Where to view an account's custom data

  1. Go to Manage in the top menu.

  2. Click on an account from the list.

  3. Click Account Settings in the top right, and choose the Blueprints tab.

  4. Under the Custom Data tab, click a tag to open a dropdown and view the data that exists within the tag for the selected account.


Adding custom data for an account

  1. In the Custom Data section of an account's Blueprint settings, Click + Add New. Note: This will add a new entry at the bottom of the list—you may need to scroll down to view it.

  2. Enter a name in the field next to Data Name. This name will also serve as the name of the account tag.

  3. (Optional) Select a Data Format. If you don't make a selection, the default format will be Auto Detect.

  4. Enter the information you want to associate with the tag, separating each item with a new line.

  5. Click Save in the top-right.

Did this answer your question?