Add Rows to a Dataset

Use this article to create new rows of data in a submission. A submission is a draft of new data rows added to a dataset -- structured to meet the data standards and governance rules defined in your template by your Admin. Submissions are validated before they become part of the dataset.

Add Rows to a Dataset by Creating a Submission

Follow the steps below to create a submission. You can also find in-depth learning in the Claravine Academy Resources for Users - User 102: Submissions, specifically Create a New Submission>Manually Create a Submission.

To create a new submission: 

1. On the Datasets Page, click the +Add button on the template Dataset.
        The Create Submission page displays.

   
    

2. Enter your data in the submission table. Each column is configured by your Admin to accept specific values or a specific structure. Below is a list of field types:

   Field Type	Description
   Pattern	Pattern columns reveal the taxonomy pattern for this template, the Pattern is also known as the tracking code, campaign ID/CID, key, UTM ID, etc. The Pattern field may be locked and cannot be changed.
   Concatenation	Concatenation fields join all field types: text, lists, constant, autofill, and date. The concatenation string will update as rows are edited and resubmitted.
   Locked	Locked columns have values that are read-only and cannot be overwritten. The fields display in gray.
   Text	Text columns allow you to manually enter information into the field. Administrators may choose to populate previous entries as a dynamic list, allowing manual entry or selection of a previously entered value.
   List	List columns provide a designated list of options for the field. You cannot enter values that are not included in the governed list. Administrators may choose to allow multi-select entries.
   Date	A calendar widget allows you to select a date. Claravine will transform it to the correct date format required by the Administrator.
   Number	This data type only allows number entry, including decimal values. Number-type fields support a minimum number, a maximum number and allow users to enter specific budget ranges; e.g., '20-455' dollars.

3. Enter the final destination URL/Landing Page in the Link column. The platform will append the Pattern and any additional parameters as designed by your Administrator.

    

   🔗  Link Status: Your Administrator may have configured URL audits to check whether the page exists, contains an Adobe or Google Analytics pixel, or has the correct tracking parameters. If any audit fails, you will see a warning. This does not prevent submission. Contact the site owner if you suspect a page configuration issue.

4. Enter a Submission Name. Some Administrators make this field required. The Submission Name identifies this submission on the Submissions page. This is an open text field with a limit of 255 characters.

   

   ℹ️  For more detail on Data Relationships, including connected dataset views and the dataset swapper, see the Data Relationships - Views support article.

5. Click Submit to begin the processing workflow and send the metadata to the target your Administrator designated. You will see a "Submission submitted successfully" message at the bottom of the window. 
   
   The Data page displays.

   

   After Submitting, in the Data tab you can view:

   • The values you selected or entered.
   • Populated random numbers, auto numbers, auto dates.
   • Final URL links with the appended Pattern and any additional parameters designed by your Administrator. This link is what you use behind the campaign creative. You can copy the link from the Data page.
   • A CSV, XLSX or JSON download option by clicking the download icon.
   • You will receive a submission confirmation email from Claravine with the submission CSV file attached.

   In the History tab, you can view the submission status for each downstream integration. Each integration is listed with the count of successful and total destinations. Click an integration to view the status of all outbound destinations, including files sent to email, SFTP, S3, or other destinations.

   

A red icon indicates a failure. An error message will be available with details on the reason.

Submission Table Features

• Copy / Paste from a table: Copy data from any file type and paste it into the list with CTRL+V.
   
• Copy / Paste in the submission: Copy a row or a cell, then select all the rows or cells to fill, and CTRL+V to paste.
   
• Drag to Copy: Highlight the cell(s) you would like to duplicate into other rows, then click and drag the blue box to fill as many rows as needed.
  • Need to copy alternating cell values? Highlight the cells you would like to duplicate into other rows, then click and drag the blue box to fill as many rows as needed with the alternating values.
  • Need to add a numeric value that increments in each row? If a column has 2 or more numeric incrementing values, highlight and drag the blue box to fill as many rows as needed with the incrementing numeric values.
     
• Select All: Simply click on the field header name to highlight the whole column.
   
• Errors Icon: Hover over the errors icon to see which row and field have an error. Click on the icon to jump your cell selector to the next cell with errors.
   
• Find & Replace: If the data you paste has errors, use Find & Replace to quickly search for the incorrect value in the entire table and replace it with the correct value.
   
• Smart Correct: As you enter data in the Submission Table, the platform highlights errored fields in red. Click the Smart Correct button to have the platform automatically suggest values based on existing rules and taxonomy across errored fields. Learn more in the Smart Correct support article.
   
• Smart Campaign Builder: Smart Campaign Builder lets you generate hundreds of rows of compliant campaign data in seconds. Rather than manually duplicating rows or selecting values one by one, you define the field values and variations you want, and Smart Campaign Builder builds every combination automatically. Learn more in the Smart Campaign Builder support article.
   
• Deleting Rows: Highlight the rows you would like to delete. Right-click and select Remove Row or click the Delete button on your keyboard.
  
   
• Search: Use the Search field to find a specific value in the submission table. Enter the value and click the Enter key on your keyboard to jump to the next cell.
   
• Save Your Work: Click Save to save your submission table in its current state. Claravine auto-saves after 5 minutes. The draft can be found in the Pending tab.
  
   

• Download Submission Table: Save your table as a draft, then click the Download button to export a copy of your table as a CSV file.
  
   

   

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