Waterfall Selection
this feature is available in unaric segment advanced waterfall selections are series of selections that run one after the other optionally, a target data extension from a selection can directly be used as an input to the next selection hence, it can also be used to split up large selections into smaller ones and run them in a sequence that reduces the risk of time outs how it works the waterfall selection itself does not have a single, unified target data extension at the parent level instead, each individual selection in the sequence retains and writes to its own designated target data extension hence, there is no output mapping screen in the waterfall builder itself each selected selection is represented as a step there is no limitation on the number of steps that a user can create and run steps run sequentially, therefore, they will run only if the previous step is completed successfully once a waterfall selection has been run, you will be provided with each step's total number of results chained down to the rest of the total number of results of the next steps after data chaining because each selection retains its own target, you can use the output of one step directly as the input (source) of the next step this creates a powerful data pipeline for example, in a multi step campaign step 1 selection joins your customers and orders, calculates aggregate spending, and writes to its own target de a ( total amount of customer spendings ) step 2 selection uses de a as its input source, evaluates spending ranges to assign tiers, and writes to its own target de b ( categorizing customers ) step 3 selection uses de b as its input source, generates personalized greeting formulas, and writes to the final target de c ( personalized greetings ) step 4 (waterfall selection) runs selections 1, 2, and 3 one after the other in sequence create a waterfall selection in the unaric segment home page, select waterfall selections click create new provide a name for the selection, select the folder to store it, and click save start adding all the selections that should be part of the waterfall once you have completed it, click next click run after running your waterfall selection, you'll be able to see the number of records that you got in each step of the waterfall create a new selection within a waterfall selection open or create a waterfall selection click on the create new selection button provide a new name for your new selection create your new selection open the waterfall selection you will see the new selection has been automatically added schedule waterfall selections set a schedule to automatically run your waterfall selection in unaric segment enter the waterfall selection to which you want to apply the schedule setting click on the scheduling icon switch on the toggle to enable the setting optionally, you can change the preferred timezone of when you want to run the selection by choosing the select a timezone dropdown choose between once set a specific date and time repeat set a frequency after setting the desired schedule, click the schedule button the scheduling icon will turn green click save to finish the waterfall selection will automatically run as you have scheduled in case the waterfall selection fails to run, the user who created the waterfall selection will be notified via email you can also customize who should receive a notification see email notifications docid 5tfmyfzlvpwuwpgx0a2g check scheduled waterfall selections you can easily see whenever a selection is part of a scheduled waterfall selection on the home page, you will see a blue funnel icon appear if that selection is part of a scheduled waterfall selection when entering the schedule selection setting, the following message will be displayed on top it will also display the name of the waterfall selection this selection is part of archive waterfall selections you can archive waterfall selections and restore them at any time by default, all users will have an archived waterfall selections folder where all the archived waterfall selections go go to the home page of waterfall selections and chose which waterfall selection you want to archive there are two ways to archive a waterfall selection by clicking the archive button in the action column by dragging and dropping the waterfall selection to the archived waterfall selections folder archived waterfall selections cannot be executed or modified, and if they had an active schedule, it will be automatically cancelled it is not possible to archive a selection that is being used in a waterfall selection if you attempt to archive it, this message will pop up restore an archived waterfall selection you can restore waterfall selections from the archived waterfall selections folder there are 2 ways to restore an archived selection click the restore button on the action column drag and drop the waterfall selection to the all selections folder if the regular selection that is being used in the archived waterfall selection is archived, then upon restoring the archived waterfall selection the normal selection will be restored as well