In this article, I will explain how to create a filtered data extension in Salesforce Marketing Cloud from scratch to improve the segmentation of your email marketing campaigns .
Step 1: Create a “Filtered Data Extension”
To get started, you need to create a Filtered Data Extension philippines whatsapp number example in Marketing Cloud . A Filtered Data Extension allows you to filter your audience data from scratch, without needing to create a filter in the original Data Extension.
To create a Filtered Data Extension, select Create in the Data Extensions section, then select Filtered Data Extension . Next, select a Source Data Extension to be filtered and create the filter.
The process to create a filter is: select the “Filter” tab at the top of the page and define the filter criteria.
Data extension filter
Once you have created the filter, a filtered Data Extension will be automatically generated . You can use this filtered Data Extension to send your marketing campaigns directly, without the need to create a filter in the original Data Extension.
Step 2: Verify and Save the Filter as a Data Filter
Once you’ve added your filter, be sure to check that your filter results are what you expect . Finally, save your filter by clicking the “Save as Filter” button at the bottom left of the page.
Verify and Save the Filter as a Data Filter
Creating a Filtered Data Extension from the start in Salesforce Marketing Cloud is a great way to segment and personalize your email marketing campaigns more efficiently . With this feature, you can significantly improve the effectiveness of your email marketing campaigns and increase your ROI .
One of the benefits of the filtered Data Extension is that it can be automated to be updated on a regular basis with data that meets the filtering criteria you have defined. This means that you don't have to worry about manually updating your filtered Data Extension, saving you time and resources.