Segmenting Subscriber

Different filter and query

Filters

Easy for most marketers, drag attributes and using operators on canvas to narrow data results, example starting data 1000 count and now is 200 subscribers

Filters

Do not need to know how to code SQL to segment

SQL query

Must know SQL to segment

SQL query

Can create very specific segments

SQL query

Can join multiple data extensions together

SELECT

statement, extracts data from a database

WHERE

clause, is used to extract data that meets a condition

HAVING

clause, is like a WHERE clause but used with aggregate functions

JOIN

clause, is used to combine records from multiple tables

ORDER BY

keyword, is used to sort results in ascending or descending order

GROUP BY

keyword, is used to group rows with the same value into summary row (used with aggregate functions)

COUNT()

function, return the number of rows that match a criterion

MAX()

function, returns the largest value of the column

MIN()

function, returns the smallest value of the column

SUM()

function, returns the sum of a numeric value

AVG()

function, returns the average value of a numeric value

LIKE

operator, is used in a WHERE clause to search for a specific pattern

IN

operator, is used in a WHERE clause to specify multiple values

BETWEEN

operator, allows you to select values within a certain range

Creating 'Filter Data Extension' with Contact Builder

Contact Builder -> ‘Data Extension’ tab -> click 'Create' button -> 'Create Data Extension' window, select 1 out of 3 choices: 1. 'Standard Data Extension' 2. 'Filtered Data Extension 3. 'Random Data Extension' -> click 'Filtered Data Extension' -> click 'Ok' button ->'Select a Source' window, click on data extension you want to use filter -> click 'Ok' button -> on left panel called 'Fields' drag an attribute over to the right panel called 'Create Filter' and drop it on canvas and use operators like 'is', 'is equal to' or 'is greater than or equal to' …etc. -> click 'Save & Builder' button.

Creating 'Filter Data Extension' with Email Studio

Email Studio -> 'Subscribers' tab -> 'Data Extension' drop down menu -> click 'Create' button -> 'Create Data Extension' window, select 1 out of 3 choices: 1. 'Standard Data Extension' 2. 'Filtered Data Extension’ 3. 'Random Data Extension' -> click 'Filtered Data Extension' -> click 'Ok' button ->'Select a Source' window, click on data extension you want to use filter -> click 'Ok' button -> on left panel called 'Fields' drag an attribute over to the right panel called 'Create Filter' and drop it on canvas and use operators like 'is', 'is equal to' or 'is greater than or equal to'…etc. -> click 'Save & Builder' button.

Email Studio 'Data Filter' and Automation Studio automated 'Filter Activity'

1. In Email Studio, create a 'Data Filter' based on a data extension or profile attribute. 2. In Automation Studio create 'Filter activity'. 3. choose your 'Filter Definition' use Email Studio 'Data Filter'. 4. target data extension is created on the fly. 5. Create new automation include new 'Filter Activity' and schedule the automation, run it once to see the record count in the data extension.

2 Steps: 1. Create the 'Filter Activity' with Automation Studio 2. Create new automation and use 'Filter Activity' with Automation Studio

2 Steps: A. Create the Filter Activity :Automation Studio -> click 'Create Activity' button -> select 'Filter' -> click 'Next' -> 'Properties' section, fill in 'Name', 'Folder Location', 'External Key', 'Description' and 'Filter Definition'. If your data filter is applied to profile attributes, select a source list created in Email Studio. If your data filter is applied to profile attributes, name the group that is created when this Filter activity runs and choose a group folder to store it. While creating your data filter in Email Studio, if you select to apply it to a data extension, a new data extension will be created as the destination for the filtered contact records. Provide a name, external key, and description for this data extension to easily identify it after the activity runs. -> for data extension, 'Configuration for [name of de] Data Extension' window, give your target data extension a ‘Name’, ‘External Key’ and ‘Description’. -> click 'Finish'/'Save' button.

B. Create Automation and use Filter Activity: Automation Studio -> click 'New Automation' button -> on the left drag 'Starting Source' to the 'Workflow' -> drag the 'Filter' activity onto the 'Workflow' tab canvas it is on 'Step 1' -> click 'Filter' button on 'Step 1'. -> Select the 'Filter Activity' you created in Step A -> click on "Starting Source's" 'Configure' button, in 'Define Schedule' window fill in 'Start Date', 'Time Zone' and 'Repeat'. → ‘Done’/’Save’ button.