Using the Handpicked Universe or 'Pick List' in L2 DataMapping

Introduction

This tutorial covers how to use the Handpicked Universe or 'Pick List' feature in L2 DataMapping. This functionality allows you to efficiently create a curated list of individuals for your data exports, enabling you to include or exclude specific entries based on your criteria. Understanding how to utilize this feature can streamline your data processing tasks and improve the accuracy of your outputs.

Step 1: Accessing the Handpicked Universe

• Log in to your L2 DataMapping account.
• Navigate to the DataMapping interface.
• Locate the 'Handpicked Universe' or 'Pick List' option in the menu.
• Click to open the feature.

Step 2: Creating a New Pick List

• Select the option to create a new pick list.
• Name your pick list for easy identification.

Define the criteria for your selection

• Use filters such as demographics, behaviors, or any other relevant data points.
• Review the list of individuals generated based on your criteria.

Step 3: Adding Individuals to the Pick List

From the generated list, select individuals you wish to include

• You can usually do this by checking a box next to each individual's name.
• If you need to exclude certain individuals, simply uncheck their names.
• Ensure that your selections align with your intended data output.

Step 4: Reviewing Your Selections

• Take a moment to double-check the individuals you've added or excluded.
• Use the preview feature (if available) to see a summary of your pick list.
• Make adjustments as necessary before finalizing your list.

Step 5: Exporting Your Pick List

• Once satisfied with your selections, look for the export option.
• Choose the export format that suits your needs (e.g., CSV, Excel).
• Click on the export button to download your pick list.

Practical Tips

• Always define your criteria clearly to avoid confusion during the selection process.
• Regularly update your pick lists based on new data to keep them relevant.
• Consider creating multiple pick lists for different projects or campaigns for better organization.

Common Pitfalls to Avoid

• Not reviewing the pick list before exporting can lead to errors.
• Forgetting to save changes after making selections may result in lost data.
• Overlooking filter settings might yield a broader list than intended.

Conclusion

By following these steps, you can effectively utilize the Handpicked Universe or 'Pick List' in L2 DataMapping to create tailored lists for your data needs. Properly managing your selections can enhance the quality and relevance of your data exports. As a next step, consider exploring additional features in L2 DataMapping to further optimize your data management processes.