Can I create segmentations using a custom object? | Community
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A
Anonymous
July 22, 2017
Question

Can I create segmentations using a custom object?

  • July 22, 2017
  • 3 replies
  • 5850 views

Hello,

I would like to be able use dynamic content in emails to show people certain content if they have Travel Certificates (i.e. Air, Car, Hotel, Tour, Cruise, Land Excursions, etc.) vs. those who don't. However, the Certificate is set up as a Custom Object and not a Custom Field.  As a Custom Object, we're able to choose different aspects of the Certificate to include when creating smart lists and smart campaigns such as Certificate Type (Air, Hotel, etc.), Certificate Number, Certificate Status (Active vs. Expired), etc. The only problem is we can't segment those who have Certificates from those who don't in emails using Dynamic Content.

Does anyone know a workaround for this or a way to mimic what we're able to do with Certificates as a Custom Object and apply that to Dynamic Content? For example, it would be nice to be able to drill down in an email and show people who have a Hotel Certificate certain content and people who have a Tour Certificate certain content.

Thank you!

Laura Kimball

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3 replies

SanfordWhiteman
SanfordWhiteman
Level 10
July 22, 2017

The only problem is we can't segment those who have Certificates from those who don't in emails using Dynamic Content.

Use the Has Certificate filter to set a boolean HasCertificate field (or, better, an AddedToCertificate datetime field to provide more info). Then segment on that field.

    A
    Anonymous
    July 24, 2017

    Hi Sanford,

    How do I use the Has Certificate filter to set the boolean HasCertificate field?

    Thank you,

    Laura

    SanfordWhiteman
    SanfordWhiteman
    Level 10
    July 24, 2017

    A batch SC to get ​Has Certificate, followed by a trigger SC for ​Added to Certificate. ​The idea is to "flatten" these signals about the CO into a boolean on the lead.

    BenjaminJacquet
    BenjaminJacquet
    Level 2
    July 24, 2017

    Not sure if it would work but why not creating a Smart list with the filter filter "Has Certificate" and reference it in your Segments? One would assume the Smart list gets updated when the Custom Object does.

      AJ_Valles3
      AJ_Valles3
      Level 2
      July 25, 2017

      +1 on Creating a Smart List rather than a "Add To List" which is static

      SanfordWhiteman
      SanfordWhiteman
      Level 10
      July 25, 2017

      +1 on Creating a Smart List rather than a "Add To List" which is static

      A nested Smart List can't be used to define Segments, so that decision is off the table.

      (A Static List is a faster lookup for this query, at any rate.)

      AJ_Valles3
      AJ_Valles3
      Level 2
      July 25, 2017

      Also it looks like you want to create a segment "Has Certificate", in emails using dynamic content, you would need to create this segment in the Lead Database.

      Create a "New Segmentation"

      And Under the Smart List filter for this segment "Has Certificate" plug in your  custom object, has certificate is TRUE. Save and Approve.

      You should now be able to see the "Has Certificate" Segment, in Emails that use use dynamic content.

      Feel free to email me if you have any questions. aj@turnvestmarketers.com

      SanfordWhiteman
      SanfordWhiteman
      Level 10
      July 25, 2017

      Feel free to email me if you have any questions. aj@turnvestmarketers.com

      Is there something that can't be covered on this thread? It looks like we're doing fine here.

      AJ_Valles3
      AJ_Valles3
      Level 2
      July 25, 2017

      ... okay

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