Patterns Overview

Rebekah Garner
Rebekah Garner
  • Updated


Administrators and Managers with pattern-management permission can create patterns or company-specific taxonomy structures.


A Pattern is a configuration of Elements used to define and standardize your company's campaign parameters, URL, or other Key data. Patterns are not limited to digital campaigns, but can be applied in the use of Content Asset naming, blog articles, PDF to website links, videos, coupons, product catalogs, matching 1-800 numbers to active campaigns, HR job postings in various sites, internal communications, truly any data that needs to be structured.


The fundamentals of a Pattern remain the same no matter the use. The table below explains each Element:

Elements Description
Constant The Constant Element does not change within the pattern, such as a channel abbreviation (EM).
Variable The Variable Element is the placeholder for values that will change, such as Campaign Name.
Auto # The Auto # Element generates a sequential number to ensure a unique ID is generated with this pattern.
Date The Date Element allows a user to add a date formatted to your organization’s preferences.
Random The Random Element generates a different string value between 6-99 characters long and is generated using numeric digits (0-9), uppercase letters (A-Z), or lowercase letters (a-z).
Delimiter The Delimiter is the character that separates each Element in your pattern.


Viewing a Pattern

To view Patterns:

  1. Click Settings on the Navigation menu.

  2. Click Patterns in the Elements Sub-Navigation menu.
            The Patterns page displays.

You can review the following information about patterns from the Patterns view:

  • Name
  • Created Date
  • Description

The sort feature is available for all columns. You can sort all columns in ascending or descending order.


Creating a New Pattern

To create a new Pattern:

  1. On the Pattern page, click  to create a new Pattern.
         The Edit New Pattern menu displays.

  1. Enter the Pattern Name and Description in the designated fields.
    mceclip3.png We recommend entering a description to make it easier to determine the use of the pattern.

  2. In the Pattern Configuration section, click the Element to configure the taxonomy.

  1. In the Pattern Configuration workspace, click the Element name to define the parameters for each Element in the Edit menu.


Element Available Parameters
Constant Enter the name of the constant for your pattern. Your constant should indicate what its consistent use is. For example SOC for Social Media Pattern, or placeholder dynamic parameters like {ad_id}.
Variable Enter the name of the variable in your pattern. This variable name will become a field in the template schema.mceclip3.png If the variable name is the same as a field, we recommend to change the capitalization or add an identifier to easily distinguish the same named pattern variable and field. For example, the variable name in lower case "campaign name" or bracketed [Campaign Name]" to differentiate between the field name "Campaign Name".
Auto # Specify the following Auto # parameters:
  • Name: Enter the Auto # name to have a custom name as required by your preferences. The field defaults to Auto #.
  • Starts With: Enter a custom number for the auto number to begin with. The field defaults to 1.
  • Minimum Width: Enter the minimum length of the Auto #. The field defaults to 1.
Date The Date field will populate in the submission table as a pop-up calendar widget. Specify the following date parameters:
  • Name: Enter the name of the date.
  • Order: Select the order the date displays (M/D/Y, Y/D/M, D/M/Y, or Y/M/D).
  • Month Format: Select the format of the month to display: single-digit (M), double-digit (MM), abbreviated (Jan), full name (January), or None to exclude the month from the date field.
  • Day Format: Select the format of the day to display: single-digit (D), double-digit (DD), or None to exclude the day from the date field.
  • Year Format: Select the format of the year to display double-digit (YY), 4-digit year (YYYY), or None to exclude the day from the year field.
  • Separator: Enter the delimiter between the month, day, and year values.
  • Auto Populate: Check the box to auto-populate the current date upon submission.
Random Specify the following random string parameters:
  • Length of Random: Enter the length of the random string.
    mceclip3.png We recommend using between 6 and 99 characters.
  • Character Types: Select if you want the random string to include numeric digits, uppercase letters, and/or lowercase letters.
  • Frequency: Select if you want a new random string assigned to your pattern once every row (a new string for every pattern) or once per session (a new random string once for an entire submission).
Delimiter Select one of the following delimiter options to separate each of the pattern Elements:
  • None
  • (-)
  • ( _ )
  • ( : )
  • ( | )


  1. Arrange each Element in the order of your choosing by dragging. Delete the Element(s) by selecting theScreen_Shot_2018-09-12_at_12.28.35_AM.pngon the Element you want to remove. You can add as many Elements as required by your taxonomy.

  2. Confirm the pattern is correct in the Pattern Review section.

  1. Click Save.

Duplicating a Pattern

To save time in creating a Pattern, you can duplicate an existing Pattern.  This allows you to copy the parameters from the original Pattern then modify as needed.


To duplicate a Pattern:

  1. On the Patterns page, click the checkbox to the left of the name of the Pattern you want to duplicate and click mceclip1.png Duplicate.

  1. Edit the Pattern details to your preference: Pattern name, description, and update the Pattern Elements.

  2. Click Save


Editing a Pattern

To edit a pattern:

    1. On the Patterns page, click the name of the Pattern you want to modify.

    2. Edit the Pattern details to your preference: Pattern name, description, and update the Pattern Elements.

    3. If the Pattern removes or adds a new Element, navigate to the Template where this Pattern is used.

    4. Notice the error icon with the message, the pattern has been updated. Click the error message to be taken to the field in the schema on Step 2 Define and Govern.
    5. Hover over to open the Edit menu, click the  Reload button.

    6. The removed Pattern Elements will appear as blank fields, click the Delete button to remove them from the template.  

    7. The new Pattern Elements will be added to the bottom of the schema. Modify the visibility, required/optional, field type, and order as needed.

    8. Click Save.


Deleting a Pattern

To delete a pattern:

  1. On the Patterns page, click the checkbox to the left of the names of the Patterns you want to remove.

  2. Click Screen_Shot_2018-09-15_at_1.19.24_PM.pngDelete.
      A confirmation message displays.

  3. Click Confirm.



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