Dynamic Custom Value also known as the CASE WHEN statement in SQL allows you to create a new field and populate different values depending on a set of conditions.
Watch this video to learn more about Dynamic Custom Value.
How to create a Dynamic Custom Value?
- Go to Custom Values section > Add new value button
- Provide a name for the Custom Value and choose Dynamic as the type > Click Next
- Select the type of value that you want to populate
- Click Add Criteria and create the condition that should meet the value you are going to populate
- Under THEN, type in the value that you want to populate in case it fulfills the condition set above
- In case you need to add more criteria, click Add Criteria and repeat steps 4-5.
- Optionally: Add a default value in case none of the criteria above were met. You can add it under the Default text box.
- Save and drag-and-drop the new Custom Value to the Target Data Extension.
- In case you need to show an existing value from a field as your value, click on the Pick available fields icon.
Once clicked, it will allow you to choose the Data Extension and the field that you want to retrieve the value from.
- In case you need to populate a NULL value, you can check the NULL checkbox below the free text field.
Add a new field to your Target Data Extension that indicates a categorization of the size of a company (Account), based on the number of employees.
Follow these step-by-step instructions to achieve this.
You can also create reusable Custom Values. Follow this link to learn how to create reusable Custom Values.