A data dictionary page is available in each clients' portal, under the "Data Sources" menu item. By default, the editable version of this page is only available to administrative users. This page has many functions. You can update the category, field name, field description, sort order, or where a field shows by updating values on this page. This page also serves to explain which fields are well populated and can be used for segmentation and which fields should have more data collected before using for segmentation.
Update a Field's Category
The category of the field determines which folder the field appears in inside of the Fields Library in Audience Selector and the Output Fields selection page in Campaign Manager.
To change a field's category, double click on the current category name. This will turn it into a dropdown, so you can select the new category name here.
Once you have selected your new category name, the category will show a "Not Updated" flag until you're able to click the Save button.
Once you have clicked the "Save" button, your field will appear in the new category in Audience Selector:
Update a Field's Name (alias)
The name of the field is what appears in all areas of the tool to refer to the field.
This field name is set by default based on standard field naming conventions that Ascent360 applies to all clients (for non-custom fields) or names a client has provided when a custom field is set up.
To change the field's name, double click on the field name in the data dictionary, which will make the field editable.
Then, type your new field name in. Once your new field name appears the way you want to see it, select the "Save" button at the top to save your update.
A Note about Updating Field Names:
If your client's Yellowfin/BI Tool subscription began before 2019, be careful changing field names! Any report in Yellowfin created with the field name you change will throw an error because it will no longer be able to find the field it is supposed to display.
If you have questions about whether changing a field name will effect your client specifically, please reach out to the Production Operations team before making any changes.
Update a Field's Sort Order
The sort order of the field influences the order the field shows in the Fields Library in Audience Selector and the Output Fields selection page in Campaign Manager.
To update the sort order, double click in the sort order field, then change the value to the new sort order value (usually, you'll update 2 fields when you do this, so you don't have to save twice.)
When you click the save button to update your sort order, it will re-sort all other fields by category so that they are in sequential order again.
You may see "skips" in the sort order due to fields that aren't showing for your client, like in the example above, it goes from 2 to 4 because there is a hidden field (like Email Permission) that is not showing on this data dictionary. Reach out to the production operations team to identify which field this is and why.
Update a Field's Description
The description of the field shows when a user mouses over the field in the Fields Library in Audience Selector. This description is meant to be the definition of the field and provide more context into how the field can be used.
To update the field description, double click in the Description area of the data dictionary and make any updates needed to the field.
Once you are satisfied with your description, select the "Save" button to save your changes
Update Where a Field is Available
The last 4 fields are flag fields for where the field is available.
If Show in Audience Selector is set to "Yes", the field will show in Audience Selector.
If Show in Mail Output is set to "Yes", the field will show for postal lists.
If Show in Email Output is set to "Yes", the field will show for email lists. In order for this to work correctly, you will also need to set an Email Alias value. The Email Alias value is the field name in the email service provider that the field you are updating will map to. This value should read exactly what is in the ESP in order for the mapping to work correctly.
If Show in BI View is set to "Yes", the field will show in the Yellowfin/BI Tool view. Currently, this is not being used - once we are able to make some default updates for all clients, we will begin using this field. In the meantime, all fields you see in the data dictionary should be available in the Yellowfin/BI Tool view.
To change any of these flag fields, double click on the field value. A dropdown with selections of "Yes" and "No" should appear.
If you are making the field available for Email Output, you will need to also set the Email Alias. Add this to your view by selecting the 3 line icon on the left of the menu, then selecting "Email Alias Name" from the menu.
Save your updates to make your field available to send to email service providers.