Copy Selections

You can copy Selections to reuse them without having to build them from scratch.

1. Click the three-dots icon and select Copy Selection.

Name the copied Selection. If you would like to copy the Target Data Extension, toggle on this option and name your Target Data Extension. If you don’t create a copy of the Target Data Extension, the Target Data Extension from the original Selection will be used instead.

It is also possible to change the folder location of your Data Extension. You can copy them to any location on the Business Units they belong to.

If you have an Unaric Segment Advanced license, you can copy Selections to any Business Unit you have access to. See Copy Selections to another Business Unit.

3. Click the Copy button. A copy of your Selection will be available on the main Selection page.

Copy Selections to another Business Unit

This feature is available for Unaric Segment Advanced.

You can copy a Selection to any of the Business Units you have access to. In this case, the Target Data Extension used in the Selection will be automatically copied.

On the Home page, click the Copy icon that corresponds to the existing Selection that you want to copy.

A modal will be shown where you can define the location of where to copy the Selection. You can choose between 2 options in order to check if the Data Extensions you want to copy exist in the target Business Unit:

Based on Customer Key (also known as External Key): Unaric Segment will look for Data Extensions in the target BU with the same Customer Key as those used in the original Selection.

Based on Name: Unaric Segment will search for Data Extensions in the target BU that have the same name as those used in the original Selection.

Click Copy to finish.