Segmentation processes can take up a lot of time when you want to create a targeted campaign. In the previous articles, we outlined different options on how to segment in Salesforce Marketing Cloud SFMC) using data filters and SQL queries.
However, neither of these methods can be called the ultimate solution for segmentation in SFMC. Why? Because these methods either don’t provide advanced methods or require technical skills that you may lack. What would be the solution? For instance, DESelect – an addon that runs inside SFMC and intuitively combines data on the fly. There is no more need to learn SQL or ask your colleagues to create queries for you. DESelect is an exceptional solution for a top-notch segmentation.
A 3-step guide: How to filter on Data Extensions with DESelect
In order to create a targeted campaign with information from various data extensions in DESelect, you should start with creating a new selection (think of this as a “segment”).
Step 1. Selection Criteria
Firstly, you have to choose which DEs you want to filter. For instance, you want to create a new segment of prospect contacts linked to their companies. Normally, in order to do that, you would rely on SQL to do this type of segmentation but with the drag-and-drop interface of DESelect, there is no need to write a SQL query for that.
- Choose the DEs from the available ones from SFMC through drag-and-drop
- Repeat the same action with the next DE
- Choose the relationship between DEs: with/without matching, with matching, with all matching
At the bottom, you can see that all the fields from both of your DEs are extracted and placed in the ‘available fields’ section. Now, you can choose to filter on as many fields as you want to.
- Drag-and-drop available fields to the right (e.g. for our campaign we need accounts which field ‘Type’ matches the ‘prospect’ criteria, and are coming from the US)
Step 2. Target Definition
In this step, we need to choose our target DE. There are a few options at this point: we can create a DE on the fly or choose an existing DE to populate with data from our new selection.
If you want to create a DE in the DESelect environment, you need to choose the fields that you want to have in your target segment.
- Drag-and-drop from the available fields on the left to your desired DE on the right (e.g. for this future campaign we need: Account Id, the Name of the Company, Type which equals Prospect, and Email Address)
- Hit Create a Target DE
Step 3. Preview
Before saving your new selection, you can preview the resulting data extension and how many records it would contain, to see if you want to add any changes.
- Hit Run Preview
- Check if the fields are populated correctly
Once you are happy with the preview, you can run your selection and it will automatically populate the target DE in your SFMC.
No need to learn SQL anymore, enjoy a convenient drag-and-drop interface and save precious time on segmentation using DESelect, book a demo here.
Latest Articles
-
The Ultimate Guide to Salesforce Marketing Cloud Advanced Edition
At the Marketing Keynote at Dreamforce 2024, Salesforce announced an exciting expansion to its suite of marketing solutions — the Marketing Cloud Advanced Edition, which builds upon the existing Marketing Cloud Growth Edition and offers even more powerful tools to help small and medium-sized businesses (SMBs) engage their customers in a more personalized and efficient way. This article explores the features, benefits, and impact of Advanced Edition and what it means for SMBs striving to innovate.September 19, 2024Unlocking the Potential of Salesforce Data Cloud: A Comprehensive Guide
Introduction to Salesforce Data Cloud In recent years, Salesforce has been making a strong push into the Customer Data Platform (CDP) space with Salesforce Data Cloud. Data Cloud enables businesses to manage and leverage their customer data across multiple touchpoints, enabling marketers to leverage their data better than ever. By bringing together data from various […]June 13, 2024Zandra Marquez, Senior Customer Success Manager
Company Culture Meet our team: Senior Customer Success Manager, Zandra Marquez We have a superstar in our Customer Success Team and her name is Zandra: a true gem with top-tier Salesforce Marketing Cloud knowledge. Get her take on her DESelect journey → Zandra started at DESelect as a Customer Success Manager, where she quickly […]May 28, 2024Harnessing the Power of Relative Dates in Salesforce Marketing Cloud (SFMC)
The ability to adapt and react with timely precision is key in the marketing world. Marketing Cloud Engagement (MCE), also often referred to as Salesforce Marketing Cloud (SFMC), offers robust tools to facilitate such agility, particularly through the use of relative dates. This feature enables marketers and SFMC admins to automate campaigns with a precision […]April 29, 2024
Join our newsletter to receive updates and helpful SFMC guides.
