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
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.