Set Up Dataset Groups
Learn how to setup a Dataset Group in GrowthLoop
In this article, you'll configure your first Dataset Group
in GrowthLoop.
What is a Dataset Group?
Dataset Groups are a way to group a set of tables or models in GrowthLoop. This becomes very useful for building audiences and journeys. For example, you may have a customers table associated with a purchases table based on customer_id. You can add both the customers table and purchases table to the same Dataset Group
in GrowthLoop so they can both be used together when creating audiences or journeys.
Each time a user on your team creates an audience or journey they will be asked what Dataset Group
they would like to use. Once they select a Dataset Group
, they can use all the data within those tables while building their audience.
Many customers create Dataset Groups
for each line of business. For example, they may have a Dataset Group
for B2B Customers
that has Accounts and Purchases table. Separately, they may have a Dataset Group
for Consumer Customers
that has a Customers and Events table. Administrators can then select who within your team has access to build audiences or journeys on each of the Dataset Groups
Create Dataset Group
- Navigate to
Datasets
in the left menu rail - You can see all
Dataset Groups
your team has created - Select
New Dataset Group
Configure Dataset
-
Group Name: This is the name of your
Dataset Group
that will be visible to other users on your team. Every time a teammate creates a new audience or journey they will be able to selectDataset Group
and will see this name. We recommend putting in a name others in your organization will recognize. -
Group Description: Insert a group description so others on your team will know what area of your business this
Dataset Group
is most useful for when creating Audiences and Journeys. -
Select Primary Dataset: Select a
Dataset
that will serve as yourPrimary
dataset. This is typically a users or customers dataset that you are planning to building audiences with and export. -
Configure Personalizations (Optional): Select fields from your
Primary Dataset
that you want to have as default personalization fields for every audience and journey created using thisDataset Group
. This is just a simple way to make it easy for users to include specific fields when exporting an audience.
- Click Create
Add Datasets to Dataset Group
- Navigate to the dataset you want to join
- Open up the dataset and scroll to the bottom (the joins section)
- Establish a new join config to the desired dataset group.
Building audiences with your new Dataset Group
- Select
Audiences
in left menu rail - Select
New Audience
- Select your new
Dataset Group
- Select
Start with the Basics
- Build your audience!
Your dataset group is now configured in GrowthLoop
Your dataset group can now be used to create:
- Audiences: Must add your dataset to a specific
Dataset Group
- Journeys Must add your dataset to a specific
Dataset Group
Experiencing any issues with GrowthLoop? Reach out to us at [email protected] and we’ll be in touch shortly!
Updated 28 days ago