DESelect November ’20 Release: Auto-refresh picklist values, and relations on multiple fields

DESelect November ’20 Release: Auto-refresh picklist values, and relations on multiple fields using drag and drop

While the days are getting colder, DESelect is getting smarter, making it even easier for marketers to build advanced segmentations. We’re adding support for automatically refreshing picklist values, and building relations between data extensions based on multiple fields.

Auto refresh picklist values

Available in: DESelect Advanced

Since the start of this summer, DESelect supports working with picklists. Admins can indicate which fields they want to have shown as picklists, and DESelect users can then pick values from a dropdown instead of having to know the possible values that exist for a field.

There are 2 ways the values for these dropdowns can be defined by admins. One is by manually adding values, the other one is by clicking a button and having DESelect retrieve all possible values for that field in the data extension.

We have now added the possibility to auto-refresh the values for a dropdown. Once per day, DESelect will query the data extension and check for all known values for a field in that data extension. Admins can choose the time and which days of the week this refresh needs to happen.

This way the picklists are always up to date, without a need for maintenance.

Relations on multiple fields

Available in: DESelect Enable, DESelect Plus, DESelect Advanced

In DESelect users can easily define a relation between 2 data extensions / data views simply by drag-dropping one data extension on top of the other.

This will create a LEFT JOIN / RIGHT JOIN / INNER JOIN sql statement. We now support linking these different sources on multiple fields, so you could create a sql statement that looks like: … FROM de1 INNER JOIN de2 ON de1.x= de1.x AND de1.y=de2.y

Let’s look at an example:

Let’s say you have a data extension with orders (data extension name: Orders), and a data extension with contacts (data extension name: Contacts). Orders has a lookup to Accounts and Contacts, and Contacts has a lookup to Accounts.

You want to relate (join) Orders with Contacts. You could JOIN using Orders.Email = Contacts.Email. However, you know that people can exist multiple times in your Contact data extension with the same email, linked to different accounts. Therefore, you want to also take the account lookup into consideration, so you link each order/contact to the right account. The SQL statement you would want, would look like:
… FROM Contacts INNER JOIN Orders ON Orders.Email = Contacts.Email AND Orders.AccountId = Contacts.AccountId

This can now easily be achieved in DESelect by clicking on Add Relationship after you have set up the initial relation between 2 data extensions / data views. 

Conclusion

Auto refreshing picklist definitions will make sure picklists for DESelect users are always up-to-date with the data available in data extensions, making it even easier for marketers to build correct filters.

The ability to build relations between data extensions / data views on multiple fields supports more advanced data models and segmentations, still with drag-and-drop and without writing any SQL.

Interested in getting these new features? Book a demo now.

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