Automation & Templates

schedule selections scheduling selections is a feature that deselect launched for users to be able to automatically run the selections at a specified date and time or frequency this feature is included in all deselect segment editions on the other hand, this is not automatically installed installing the scheduling of selections feature is a separate process to get your hand on this feature, request it and create a support ticket through mailto\ support\@deselect com tradeoffs automatically run your selections chained selections which are dependent on one another can be automatically run after one another setup on the selection, click on schedule selection and switch the toggle on optionally, select a timezone when the selection will automatically run set a specific date and time under the once function if the selection needs to automatically run only once set a frequency under the repeat function if the selection needs to automatically run recurrently click confirm you will see that the scheduling selection icon is now green, indicating that the schedule setting has been made create a selection template all users can define selection templates, so marketers can start working from a base instead of from scratch tradeoffs define the template for a recurring campaign, including filters, selected data sources (and their match type), and how to populate the target data extension include a description and instructions so the users can understand how to adapt it whenever they need it minimize the recurring work of the marketers, reducing the probability of human errors and wrongly defined relations/filters example scenario the marketing team sends a monthly newsletter to heavy users of each product type they have a customers data extension containing customer attributes a usage data extension containing product usage data since each product type needs its own selection, the head of marketing creates a selection template that includes the predefined filters selected data sources and match types the target data extension instructions explaining what marketers must adjust for each specific service this allows the team to replicate the same logic for each product type with minimal configuration effort setup on the selection overview screen, click new selection define the input and the output of your selection, and validate it using preview once your selection is validated, you can configure it as a template by clicking on the "create template" button icon next to the save button and the template setting will appear click on the this selection is a template checkbox you will be able to add template description and instructions so the marketers can understand how to use it click save and you will see that the template icon is now green, indicating that the template set has been made on the selection overview screen you can easily identify the selections that are templates, by scrolling right and looking for the template column