Note: The scenario below uses data from the DESelect Demo Data Package.
Scenario: You want to get the name of all accounts that don't have any contacts linked to them.
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_Accounts to the Selected Data Extensions section.
Drag DESELECT_DEMO_Contacts on top of DESELECT_DEMO_Accounts in the Selected Data Extensions section.
Create the relationship:
- DESELECT_DEMO_Accounts field: Id
- DESELECT_DEMO_Accounts WITHOUT MATCHING DESELECT_DEMO_Contacts
- DESELECT_DEMO_Contacts field: AccountId
2. Target Definition
Hit the Create Data Extension button, enter a name, eg. Accounts without Contacts, and press Save.
Select the following fields by either double-clicking on them or dragging them to the section on the right:
- Company Name from Accounts
Click Save Data Extension.
When you click Run Preview on the Preview screen, a results table will be shown with field Company Name. The results table shows only Accounts that don't have Contacts linked to them.