DESelect April ’20 Release: Custom values

DESelect April ’20 Release Custom values creation for easy segmentation in Salesforce Marketing Cloud

This month DESelect is proud to present a new and highly valuable feature: Custom Values. Custom Values allows you to put any value in a field in the target data extension. That means you’re no longer limited to values coming from one of your data sources. Read all about it below.

Fixed custom values

Available for: DESelect Plus, DESelect Advanced

The simplest version of Custom Values is fixed custom values when you just want to write a value to all records of the target data extension.

Example:

In your selection, you’re using a data extension “Customer Addresses Belgium”, a list of customer addresses from Belgium. 

The target data extension contains a Billing Country column, but this column is missing in your data extension with customer addresses, as all addresses are from Belgium.

A simple solution for this is to create a Custom Value with value ‘Belgium’ and map this Custom Value to the Billing Country field in the target data extension.

  1. Create the new Custom Value and give it a name. Here we’ll call it ‘Belgium’. 
Custom Value in DESelect

2. Custom Values can be of any type: text, date, number, decimal, boolean, locale, email. Choose the type and enter the value.

Custom Value in DESelect

3. Once a Custom Value is defined for a selection, you can map it with the fields of your target data extension (as long as the field types are compatible).

Target data extension creation in Salesforce Marketing Cloud using DESelect

Dynamic custom values

Dynamic Custom Values allows you to write different values to each record depending on criteria you define, like you would do with CASE WHEN and ISNULL statements in SQL. 

This could be helpful when there is a need to define categories or buckets. For example:

  • Putting customers in customer segments based on their spending (high spender, medium spender, low spender)
  • Putting contacts in buckets based on their age (child, teenager, adult)
  • Outputting the province of customer addresses based on zip codes
  • Outputting the industry name based on SIC codes

Example:

In your selection you’re using 2 data extensions “Customer Addresses Belgium”, with a list of customer addresses from Belgium, and “Customer Addresses USA”, with a list of customer addresses from – you guessed it – the USA.

In this case, we want to fill out “Belgium” in the Billing Country column when the address is from Belgium, and “USA” when the address is from the USA.

  1. We can easily do this by defining a Dynamic Custom Value, which we’ll call Belgium/USA and define that the output type will be Text.
Custome Value Dynamic Value in DESelect

2. Next, we define the rules for defining the categories:

  • For the first one, we define that if Street in the Customer Addresses Belgium data extension is populated, we output “Belgium”
Street filtering criteria in Salesforce Marketing Cloud
  • For the second rule, we define that if Country in the Customer Addresses USA data extension is populated, we output “USA”.
Filtering Criteria in DESelect in Salesforce Marketing Cloud
  • Lastly, we can also define a default value, which is the value taken if none of the rules defined above apply. We’ll set that to “USA” in this case too.
Creating a Custom Value using drag and drop in Salesforce Marketing Cloud

3. Now, all we need to is simply map our Custom Value to the Billing Country column in the target data extension.

Target Accounts with Orders data extension in DESelect

Conclusion

Custom Values is a very useful functionality to fill in a value in your target data extension that does not come from one of your data sources. It can be used to recognize data coming from different sources or bucketing or relabeling data, such as industries or addresses.

 

If you want to try this functionality for yourself, request a demo now.

  • What’s new in DESelect: June 2022

    Summer is finally here along with powerful new features from our team. Happy June! It’s Garrett again with big product updates for you as we start the summer. DESelect proudly opened the door to non-technical marketers by ending the technical dependencies around SQL. We also take pride in equipping technical marketers with tools that increase […]
  • What’s new in DESelect: April 2022

    Get more time back in your day with DESelect. That’s not an April Fools’ joke! Welcome to April! It’s Garrett, from DESelect, here to share this month’s Product updates. It’s no secret that our no-code products already help thousands of marketers unlock the full power of SQL for more effective marketing campaigns. Today we’re excited […]
  • DESelect February ’22 Release: Scheduling of waterfall selections and moving around selected data extensions

    It is the first release of the year so let’s make it interesting! As you may already know, DESelect loves to bring customer’s ideas to life. And so, we are introducing 2 new powerful functionalities that come by popular demand: scheduling of waterfall selections and moving around selected data extensions.   Let’s get started! Scheduling […]
  • DESelect Dec ’21 Release: Folders for available data extensions, selection templates and descriptions, and improved date filters

    It’s that cold snowflakes season and DESelect is introducing some new cool features: folders for Available Data Extensions, selection templates, and descriptions, and improved date filters. Let’s dive in! Folders for Available Data Extensions Available for: DESelect Segment Enable, DESelect Segment Plus, DESelect Segment Advanced Being able to search for the data extensions that you […]

Stay Connected

Join our newsletter to receive updates and helpful SFMC guides

Subscribe to the Newsletter
Receive Salesforce Marketing Cloud tips and
tricks and DESelect updates

By clicking the “Subscribe now” button, you agree to the DESelect Terms of Use and Privacy Policy.