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Connecting External List Data in Rule Engine
Connecting External List Data in Rule Engine

User guide to connect external data list with strategies in Rule Engine

Rishabh Singh Jasrotia avatar
Written by Rishabh Singh Jasrotia
Updated over a week ago

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By connecting External List Data to Rule Engine, you can further filter out the suggestions generated by the rules. For example, if there is a list of search terms that you’d never want to add as negatives like your Brand terms, you can use this list.

Watch a quick video of the tool here.

How it works

With the Rule Engine, you can link an external Google spreadsheet to a particular strategy. By doing so, you can access the columns present in the linked spreadsheet while constructing your strategy and use the data from those columns in your rules.

Setting up the Spreadsheet

To begin, you’ll need to add all the keywords, placements, or other items that you’d like to filter from the suggestions, into a Google spreadsheet.

Spreadsheet Configuration

To make sure the spreadsheet is accessible, it should have the correct sharing settings. The sharing settings should be set to Anyone with the link or be shared with the email

The text in the first row of the spreadsheet will be used as column headers to identify which column to use in the strategy. So, the list of keywords or placements should each be in its column with one unique column header.

Adding External Data List to the Rule Engine

To add an External Data List to your Rule Engine strategy, follow these steps:

  1. Open a strategy, to which you want to add the list, in edit mode, and under the "Settings" dropdown on the top right side, select "External Data List."

  2. A sidebar will open, where you need to fill in the following details:

    • The URL of the Google spreadsheet containing the external list data.

    • If your spreadsheet has multiple sheets, specify the sheet name you want to use (by default, the first sheet is chosen).

  3. After linking the spreadsheet, the system will retrieve all the columns from the linked data source and present you with options to "use" or "ignore" each column. Properly classify each field to define the operations you can perform with them. For example, if you're working with search terms and want to check suggestions against a list of your Brand terms to avoid adding them as negatives, select the column containing Brand terms. Choosing the correct columns is essential for the strategy to work as intended.

  4. Once you've selected the appropriate columns, click "Save" and you'll be taken back to the strategy screen.

Note: You can create these conditions using the operators: in, not in, in (ignore case), not in (ignore case).

To see how to use these External Data Lists in the Rule Engine automations, please check out the below video.

Demo Video

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