Create a Data Extension

Navigation

From the Email Overview screen

1. Hover over Subscribers ▾ in the top navigation bar

2. Click Data Extensions in the drop-down menu

Data Extensions

In the left sidebar, under Data Extensions, the Data Extensions root folder should be selected by default

1. Click Contact_Master data extension*

2. At the top right, click the Filter button (looks like a funnel)

*The master data extension always begins with Contact_Master followed by the name of your business unit, e.g. Contact_Master_International_House

Create Filtered Data Extension

1. Drag and drop Fields from the left column to the Create Filter canvas

2. Select an AND or OR operator. You can group your criteria by hovering over the grouping operator so that it turns a darker blue, and click to change the operator

   • If you choose AND, records must meet all criteria listed

   • If you choose OR, records must meet at least one of the criteria listed

3. Additional Data Relationships fields can be found at the bottom of the Fields column

4. Click [ Save & Build ] button at top right

5. Enter a Name

6. Enter a Description (optional)

7. Leave External Key blank

8. Location

   • Select a folder in which to store the filtered data extension, or click [ New Folder ] to create a new folder

9. Click [ Save ]

Alternatives

Instead of starting by clicking Contact_Master in the Data Extensions screen, you can also create a new filtered data extension by following these steps.

From the Data Extensions Screen

1. Click [ Create ] button at top right

2. Select Filtered Data Extension

3. Click [ OK ]

4. Select Contact_Master data extension as the source data extension

5. Click [ OK ]

6. Proceed to “Create Filtered Data Extension” steps listed above

-OR-

From the Data Extensions Screen

1. In the Actions column (far right)

   • Click the Filter button in the Contact_Master row

2. Proceed to “Create Filtered Data Extension” steps listed above