FAQ about Lookup Tables

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Can I use Lookup Tables in segmentation?

Yes. Once you have completed schema creation, data upload, and binding, your Lookup Table is ready to use as a filter in segmentation.

Can I use Lookup Tables in dynamic content?

Yes. You can personalize the subject line, preheader, and body of your emails with Lookup Table values. In the Dynamic Content panel, select Lookup Tables Attributes, then choose the Lookup Table and the column you want to display. You can add a fallback value the same way as with other dynamic content types.

Lookup Table dynamic content is supported only in emails that use Liquid. It is unavailable for SMS for now.

What happens to active campaigns when I update a Lookup Table?

Updated values become available after the update is processed. Active campaigns use the new data for subsequent sends. Dynamic content values are resolved at send time, so emails sent after the update is processed show the new values. There is no disruption to campaigns that are currently running.

Can I use multiple Lookup Tables in a single segment?

Yes. Each Lookup Table condition counts toward the limit of 5 lookup-based filters per segment, counted across all filter groups.

What happens if a user's attribute value does not match any row in the Lookup Table?

If no matching row is found, the Lookup Table columns return empty values for that user. In segmentation, the user does not qualify for conditions that require a specific lookup value.

In dynamic content, the fallback value is displayed instead. If no fallback is set, the dynamic content renders empty.

Can I use the same Lookup Table with both attribute and event parameter bindings?

Yes. A single Lookup Table supports up to 10 attribute bindings and up to 10 event parameter bindings simultaneously. Both can be active simultaneously, allowing the same table to be used across different segmentation contexts.

What happens if a column is missing from a CSV I re-upload?

CSV uploads use upsert semantics. If a column present in the schema is missing from the new CSV, the existing values for that column are preserved for all rows. Only the columns present in the new CSV are updated. To explicitly clear column values, use the Delete Column Values endpoint or panel option.

What are the supported file formats for panel-based data uploads?

CSV is the supported format for panel-based uploads. Data can also be managed programmatically via the Lookup Tables API.

What happens if my CSV contains duplicate primary keys?

Duplicate primary keys are flagged during the validation step. You will see warnings identifying the duplicate rows, and you must resolve them before the data can be processed.

How quickly are Lookup Table updates reflected in campaigns?

Lookup Tables are processed after upload. Updated values are typically available within 15 minutes. Plan time-sensitive updates accordingly.

Can I export Lookup Table data?

Yes. You can export a Lookup Table from the panel or via the Export Table API endpoint. The export limit is 1 export per table per day. Signed download links delivered via webhook are valid for 24 hours.

Can I edit or delete the primary key column?

No. The primary key column cannot be renamed, have its type changed, or be deleted after the table is created. If you need a different primary key, create a new Lookup Table with the correct schema.

Can I connect Lookup Tables to each other?

No. Lookup Tables cannot be nested or reference each other. A Lookup Table column cannot point to another Lookup Table. If you need relational data structures, this is not currently supported.

Do Lookup Tables count toward attribute limits?

No. Lookup Tables are separate reference data entities and do not consume your attribute quota.

Who can create and manage Lookup Tables?

Administrators can create, update, and delete lookup tables.

Editors can view lookup tables and use lookup fields in segmentation and campaigns, but cannot create, update, or delete tables.