How to use and manage Data Sets and Filter Sets

A Data Set is a predefined combination of multiple Data Extensions, and a Filter Set is a predefined group of filters. These help users quickly apply complex data relationships and filters in Selections without manually configuring them every time.

When should I use Data Sets and Filter Sets?

Campaigns with a recurring data structure

If your campaigns frequently require the same combination of Data Extensions and filters, using Data Sets and Filter Sets simplifies the process. Instead of manually adding and configuring these elements for each new Selection, you can apply a predefined structure and make minor adjustments as needed.

Example:

Your organization runs campaigns based on customer orders and their order details. Each time, you need to:

• LIink Customers with Orders

• Choose the matching field between these Data Extensions
• Choose the relationship between these Data Extensions

• Link Orders with Order Items

• Choose the matching field between these Data Extensions
• Choose the relationship between these Data Extensions

• Apply standard filters:

  • Exclude customers without an email

  • Exclude orders older than 10 years

  • Exclude orders valued at less than $1

Instead of configuring these elements manually every time, you can create a Data Set that links the Data Extensions and a Filter Set that applies the necessary filters. Each time you build a new Selection, you simply drag and drop the preconfigured sets.

Preserving complex data relationships

When campaigns require intricate relationships between multiple Data Extensions, manually setting them up can lead to errors. Data Sets and Filter Sets ensure that users follow a standardized structure without needing in-depth knowledge of the data model.

Example:

A campaign requires filtering products purchased in an order. Setting this up requires relationships between more than two Data Extensions. Non-technical users might struggle with this and require support from an admin.

To simplify the process, the admin creates:

• A Data Set called "Customers with Orders and Detailed Products" to define the correct relationships between Data Extensions.

• A Filter Set called "Active Customers with Valid Orders" to apply the necessary filters.

Now, instead of manually configuring these elements, users can simply drag and drop them into their Selections, ensuring accuracy and efficiency.

Benefits of using Data Sets and Filter Sets

• Reduce repetitive work: Instead of adding Data Extensions and filters manually for each Selection, predefined Data Sets and Filter Sets allow users to apply the same setup instantly.
• Ensure consistency and accuracy: Standardized relationships and filters help maintain data integrity, preventing common mistakes when linking Data Extensions or applying conditions.
• Make complex setups accessible: Non-technical users can easily apply advanced data relationships and filters without requiring assistance from an admin or data expert.
• Save time in campaign creation: By eliminating the need to recreate common filters and data relationships, campaign setup becomes more efficient and scalable.

By implementing Data Sets & Filter Sets, you can simplify Selection creation, minimize errors, and improve efficiency across recurring campaigns.

Related Links: 
When to opt for a Master DE, a Selection Template, copy the Selection, or Data Sets & Filter Sets? 

Can I predefine Data Extension combinations through DESelect Segment? 

Can I save and reuse a set of Filters?