34. Categorizing customers and personalizing email campaign greeting field using Waterfall Selection

Available in DESelect Segment Advanced

Note: The scenario below uses data from the DESelect Demo Data Package.

Scenario: Deedee wants to categorize customers based on the total amount of spendings they made, see the below table:

Based on the categorization, Deedee will send an email campaign informing the customers about their badges. To make the email more catchy, Deedee wants to create a greeting field with the name of the customer mentioning the tier where they belong. How can Deedee achieve this using DESelect?

In this case, we are going to create 4 selections. Let's proceed!

Selection 1: Calculate the total amount of spendings per customer.

Input

• Create a normal selection and name it Total amount of spendings.
• Select and join DESelect_DEMO_Customers and DESelect_DEMO_Orders. Create the relationship using the matching fields Id from DESelect_DEMO_Customers and CustomerId from DESelect_DEMO_Orders and use the match type that returns records that have matching values on both tables.

Target Definition

• Create a new Target Data Extension and name it Total amount of customers spendings.
• Add Id and Email fields from the DESelect_DEMO_Customers to the Target Data Extension's fields.
• Create a new custom value and name it Total amount of spendings.
• Use aggregation type custom value to calculate the total amount of spendings per customer. Note that this field will be used as input to the next selection for categorization.

Note: If the relation between DESelect_DEMO_Orders and DESelect_DEMO_Customers has been predefined, check the below setting and see how easy it will be.

• Click the Save button and add the Total amount of spendings field into the Target Data Extension's fields.
• Hit Save Data Extension and Create.

Preview/Run

• Click the Run Preview button to validate the results and click the Run button to populate the records into the Data Extension.

Selection 2: Categorizing customers based on the total amount of spendings.

Input

• Create a new selection and name it Categorizing customers.
• Select the Total amount of customers spendings Data Extension which was created previously.

Output

• Create a new Target Data Extension and name it Categorizing customers.
• Add all fields from the Total amount of customers spendings Data Extension.
• Create a new custom value and name it Categorization.
• Select the dynamic custom value type and create the following rules.
  • If the Total amount of spendings is between "0" and "10000", then type in "Bronze Badge" as the value. 
  • If the Total amount of spendings is between "10001" and "20000", then type in "Silver Badge" as the value. 
  • If the Total amount of spendings is greater than or equal to "20001" then type in "Gold Badge" as the value.

• Click the Save button and add the Categorization field to the Target Data Extension's fields.
• Hit Save Data Extension and Create.

Preview/Run

• Click the Run Preview button to validate the results and click the Run button to populate the records into the Data Extension.

Selection 3: Creating a personalized email campaign greeting field.

Input

• Create a new selection and name it Personalized Greetings.
• Select and join DESelect_DEMO_Customers and Categorizing customers Data Extension. Create the relationship using the matching fields Id from DESelect_DEMO_Customers and Id from Categorizing customers and use the match type that returns records that have matching values on both tables.

Output

• Create a new Target Data Extension and name it Personalized Greetings.
• Add all the fields from Categorizing customers Data Extension.
• Create a new custom value and name it Greetings. 
• Use apply formula to a field - apply any function custom value type.
  • On the field type, select Text.
  • On the syntax box, enter the below syntax: 'Welcome to the ' + "Categorizing customers"."Categorization" + ' Club, ' + "DESelect_DEMO_Customers"."First Name" + '!'

• Click the Save button and add the Greetings field to the Target Data Extension's fields.
• Hit Save Data Extension and Create.

Preview/Run

• Click the Run Preview button to validate the results and click the Run button to populate the records into the Data Extension.

Selection 4: Creating a waterfall selection based on the created selections.

• On the Overview page, click on the Waterfall Selection button, then click on the New Waterfall Selection button and name it October Email Campaign.
• On the first step, Steps, select the selections that need to be run subsequentially. In this case, drag-and-drop Total amount of spendings selection, Categorizing customers selection, and Personalized greetings selection into the space provided on the right.

• On the second step, Run Details, double-check the series of selections that you want to run.
• Click on the Run button to start running your waterfall selection.

Once the waterfall selection completes the running process, you will be able to see the total number of results on each step.

Related Articles:

• What is Waterfall Selection?