Note: This feature is available in DESelect Advanced.
Yes! A user can copy a Selection to the same or different folder/location in the same Business Unit. In addition to this, a Selection can also be copied to any of the Business Units a user has access to.
Note that the Target Data Extension used in the Selection will be automatically copied.
To copy to a different Business Unit, on the Home page, click on the Copy icon that corresponds to the existing Selection that you want to copy. Then, a modal will be shown where a user can define the location of where to copy the Selection.
You can choose between 2 options in order to check if the Data Extensions you want to copy exist in the target Business Unit:
1. Based on Customer Key (also known as External Key)
DESelect Segment will look for Data Extensions in the target BU with the same Customer Key as those used in the original Selection.
2. Based on Name
DESelect Segment will search for Data Extensions in the target BU that have the same name as those used in the original Selection.
Keep in mind that this function works if a user is copying from:
- A child Business Unit to another child Business Unit
- A child Business Unit to a parent Business Unit
Note that copying from a parent Business Unit to a child Business Unit is currently unavailable.
Additional Notes:
- You should have access to the target Business Unit where you are copying the Selection (you can only see the list of target BUs where you have access to)
- All Selected Data Extensions of the Selection you are copying must exist in the other Business Unit where you are copying the Selection. It is important that the External Key of each Data Extension must be the same
- Any mappings made directly with Shared Custom Values will be removed
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