Transact XML and SMTP can use either a restricted or flexible database. The database can be keyed on a unique identifier, another field or have no key at all. The only restriction is that the database cannot be email keyed. Organization administrators and standard users with permission can create these databases that are then used specifically for Transact sends.
Because this database is the contact source for your Transact sends and is not a permanent collection of data, contact details remain active for 60 days but are available in aggregate reports beyond that time frame.
Note: The database that you create must be in a Shared folder (you can create it in a Private folder and move it to a Shared folder). If you are using a flexible database, you do not have to use a unique identifier.
To create a Transact database, following these steps:
- Go to Data > Database > Create and select the database type.
- Click Select and choose a Public folder as your save location. Decide if you want to use a Flexible or Restricted database and click Next to display the Create Database/List Add Fields page.
- Create the Transact UID field by using a specific Field Name for your database and setting your Field Type as text. (Required only for Restricted databases).
- Click Add Field to add the field. In the Field Name, use a name that is specific for your database. (Required only for Restricted databases).
- Click Edit Unique Identifiers. (Required only for Restricted databases).
- Clear the email field and place a check mark next to the field that is your Transact UID field. (Required only for Restricted databases).
- Click Save. It is possible to use a different field so long as it would only contain a data element that would never be used again such as a transaction_id. (Required only for Restricted databases).
- Add any other fields to the database that you require.
- Click Create. Your Transact enabled database is created.