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      Related Data
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      Related Data

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      Related Data Criteria

      A Related Data segment condition is based on whether or not the Related Data contains a certain value. Alternatively, a condition can be based on the number of records in a related data set for a certain user. 

      You can use this type of selection in any area in Mapp Engage, including in CMS message paragraphs and profile-based automations.

      Configuration

      Data View

      Allows you to select the related data view from a drop-down list in the Related Data Condition criterion. Example:

      For more information, see Create Data Views for Cross-table Related Data Queries.

      Add filter

      Allows you to select the column from the related data set. Filters are based on the product SKU, value, and/or product price value. You can add up to ten filters to data columns.

      In Timeframe

      Allows you to select the Transaction, Abandoned Cart and Wishlist time frame. It’s unavailable for the Related Data Condition.

      For more information about the time frame definitions in Mapp Engage, see Date Picker in Mapp Engage.

      Number Of Occurrences

      This section defines the number of occurrences and adds contacts outside the data set. Three operators specify how the search conditions should be applied, and all these operators specify the number of occurrences the engine should search for.

      Setting

      Description

      Operator

      Equals selects the exact amount of occurrences found in the Data Set.

      • If zero is selected, the contacts in this dataset with no such records will be returned.

      • In this case, it is also possible to include the contacts not presented in this particular Dataset. See Include contacts out of dataset below.

      Is Greater Than selects more records than the specified value

      Is Less Than selects fewer records than the specified value.

      • You can enter any value from 2 to 999.

      • In this case, it is also possible to include the contacts not presented in this particular Dataset. See Include contacts out of dataset below.

      Include contacts out of dataset

      This option is set to No by default.

      If you select Yes, contacts from the selected dataset with no data stored in it will also be included.

      Example

      We want to create a segment with all contacts not interested in T-shirts. The following data is available:

      Contact

      Category of interest

      Donald

      T-Shirts

      John

      Pants

      Amy

      Bags

      Christina

       (no data is available)

      • Result if No is selected: John, Amy

      • Result if Yes is selected: John, Amy, Christina

      Criteria

      Related Data Condition

      With the ​Related Data Condition, you can create simple queries to related data sets. This criterion creates segments based on the values in the related data attributes for the contact. The logic of the segment criteria depends on the type of data stored in the attribute. The system offers different operators for different types of data.

      Using values from the same row of the dataset

      For conditions based on multiple values in the same row of the dataset, all the criteria must be defined in the same ​Related Data Condition. To define these criteria, use the ​Add Filter option.

      Example 1

      Delete contacts who have purchased a product on a certain date. The implicit logical operator here is always AND. For conditions based on multiple values that can be in different rows, define each criterion as a separate ​Related Data Condition.

      Example 2

      Select contacts who purchased a certain product type AND made any purchase on a certain date. The two criteria can be true in the same row or two different rows. In this example, OR logic can be used instead.

      Transaction

      The ​Transactions criterion works just like the Related Data Condition criterion but with predefined related data.

      Predefined related data

      • orderID

      • product SKU

      • productName

      • productPrice

      • productQuantity

      • returnedQuantity

      • imageURL

      • category

      • brand

      • variant

      • storeID

      • currency

      • discountValue

      • purchaseSource

      For more information, see System Transactions.

      Abandoned Cart

      Selects contacts with certain products and/or product value in their cart. For more information, see Abandoned Cart.

      Wishlist

      Selects contacts with certain products and/or product values on their wishlist. For more information, see Wishlist.

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