To create a new data table template, click Create a new template for segmentation or Create a new template for Dynamic Content.
The two types of templates are very similar, however, the fundamental difference is that templates for segmentation can only return a column with the primary system identifier (email address, phone, custom subscriber id), whereas in the Dynamic Content type of template you may select any columns from the database.
It naturally follows that for segmentation, you may only use a database which contains an unambiguous system identifier. If you also want to include data from another database, you have to use the JOIN clause in the SQL statement to combine it with a database which includes a system identifier.
By default, the system identifiers are checked in the database in the following order:
The search mechanism will return the first identifier it will encounter.
What if you want it to return phone numbers or subscriber ids and the database contains email addresses too? There is a convenient workaround solution available:
This way, the email and/or phone number will be invisible to the segmentation template and it will return the next system identifier it will find in the database.
Then, follow these steps:
A parameter is one of the columns of the data table which you want to use in your search, e.g. "number of purchases". Of course, you may refer to any column within the body of the query, but please note that then you need to enter the precise value which you are looking for (for instance, the number of orders is bigger than 10). However, you may want to do similar searches where the value is a bit different (i.e. search for all customers who have more than 15 orders). Without a parameter, you would have to create another SQL template for this purpose, but a parameter lets you specify the value for each search individually.
Let's take a look at this example step by step:
You've got a functional query template with a parameter now. How can you put it into use?
That's it! You have created an SQL query template which is ready for use!
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