How to Create and Manage Custom Tables in Delivra
Creating a custom table in Delivra allows users to extend their contact data and better manage structured information. This section provides a step-by-step guide to creating and managing custom tables efficiently.
Navigate to Settings Dashboard.
Select Data Setup > Custom Tables. This menu provides access to the custom tables section, where you can create, modify, and manage additional data tables.
Click Create Custom Table. This action will start the process of setting up a new table.
Choose between a Standard Table or a Custom Table. Standard tables include predefined structures suited for common use cases, while custom tables provide flexibility to define unique data structures.
Name your table. Choosing a descriptive name will help identify the table’s purpose and make it easier to manage in the future.
Select the relationship type (One-to-One, One-to-Many, etc.). Understanding the correct relationship type ensures the table functions as intended.
Define fields by manually entering names and selecting field types. Fields represent the columns in your table and should be named logically based on the type of data they will store.
Upload a CSV file if needed. If you have pre-existing data, you can import it using a CSV file to populate your new table.
(One-to-Many) Set the Primary Key carefully. If you are using a One-to-Many table, then you will need to select a primary key. The primary key uniquely identifies each record in the table, so selecting an appropriate key (such as Order Number instead of Email Address) is crucial.
Click Save. Once saved, fields cannot be edited but additional fields can be added later.
Ensure correct administrator permissions. Only users with appropriate permissions can create and modify custom tables, so it’s essential to verify user access levels.
Consult your Client Success Manager before making changes. Making changes to a custom table can impact workflows, segmentation, and automation; consulting an expert can prevent disruptions.
Keep tables simple. When dealing with complex data relationships, consider using additional tables to keep your tables from becoming difficult to manage.