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

note the scenario below uses data from the deselect demo data package see docid 5 cozdtg0nwmlmeufrmbz 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 0 10,000 bronze badge 10,001 20,000 silver badge 20,001 and above gold badge 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