Note: The scenario below uses data from the DESelect Demo Data Package.
Scenario: You want to get all contacts with the Company Name of the account they are related to
Watch the video tutorial on how to implement this scenario or follow the steps below.
1. Selection Criteria
On the selections overview screen, click on New to create a new selection.
Drag DESELECT_DEMO_Contacts to the Selected Data Extensions section.
Drag DESELECT_DEMO_Accounts on top of DESELECT_DEMO_Contacts in the Selected Data Extensions section.
Create the relationship:
- Contacts field: AccountId
- DESELECT_DEMO_Contacts WITH MATCHING DESELECT_DEMO_Accounts
- Accounts field: Id
2. Target Definition
Hit the Create Data Extension button, enter a name, eg. Contacts with Account info, and press Save.
Select the following fields by either double-clicking on them or dragging them to the section on the right:
- First Name, Last Name from DESELECT_DEMO_Contacts
- Company Name from DESELECT_DEMO_Accounts
Click Save Data Extension.
When you click Run Preview on the Preview screen, a results table will be shown with fields First Name, Last Name, Company Name.