Shared Custom Values

Shared Custom Value can serve as a predefined version of a Custom Value reusable within any Selection, speeding up your work.

Administrators must configure Shared Custom Values in the Admin Panel to make them available to all Unaric Segment users.

Use cases

Shared Custom Values are recommended when:

You often need to use a Custom Value with the same, or a similar structure

You would like to have a Custom Value saved as a template due to its complexity with a high chance this will be reused more than once

You are an Administrator who wants to predefine Shared Custom Values, making them ready to use for your team

Create Shared Custom Values

Navigate to Admin Panel > Shared Custom Values.

Click the New Shared Custom Value button.

Provide a name and description.

Select the type of Custom Value you need. This can be any type of Custom Value.

Click on Define Value

Start building your Custom Value.

Only the Fixed Value and Timestamp Custom Values will be visible inside all Selections. All other Shared Custom Values will only be shown when the corresponding Data Extension is added in the Selection.

6. Click Save

Use Shared Custom Values

Create a new Selection.

In the Input step, add the Data Extension type corresponding to the Shared Data Extension unless this is a Fixed or Timestamp type, which will be available to use in every single Selection.

In the Output step, select the Custom Values tab and click Shared Custom Values.

Select the desired Shared Custom Value.

By hovering over the Shared Custom Value you can see its description/ instructions left by the Admin for all the users. Click View (eye icon) to see the structure of your Shared Custom Value before using it.

In this step you have 2 options:

Use the Shared Custom Value directly by dragging and dropping this into the Target DE.

If any changes are made in the Shared Custom Value in the Admin Panel at any time - this will impact all the Selections the Shared Custom Value is being used in.

Copy the Shared Custom Value first, and only after that, use the copied version to drag and drop into the Target DE (we recommend this option).

Save changes on Target Data Extension.