Skip to main content
Question

Combine multiple contact types into single list for a Program

jessica_owens
Forum|alt.badge.img+3

I’m creating a Program to educate customers on the new product they purchased.

Thing is, we have a couple different contact types we want to send the communication to, but the contacts are showing up in different fields/columns: 

Opportunity ID Order Signer Name Order Signer Email Company Contact Name  Company Contact Email
Oppty001 Jane Smith Jane.Smith@domain.com John Doe John.Doe@domain.com

 

Is there a way to combine the different contact types into one column for name and email so that it looks like:

Opportunity ID Name Email
Oppty001 Jane Smith Jane.Smith@domain.com
Oppty001 John Doe John.Doe@domain.com

 

Thank you very much in advance for your help and suggestions!!

 

2 replies

romihache
Forum|alt.badge.img+8
  • romihache
  • VIP ⭐️⭐️⭐️⭐️⭐️
  • 426 replies
  • March 26, 2025

Hi Jessica
I think that an option would be to split your dataset and then union it

Dataset 1: All your fields
Transform A: Fetch from Dataset 1 Opportunity ID, Order Signer Name, Order Signer Email
Transform B: Fetch from Dataset 1Opportunity ID, Company Contact Name , Company Contact Email.

To make the next part easier, change the field display names to "Opportunity ID", "Name", and "Email" in both transforms. It'll get them to line up, and then you'll get an automatic union.

The Union of A and B will give you the desired output

Continuous improvement is better than delayed perfection
romihache
Forum|alt.badge.img+8
  • romihache
  • VIP ⭐️⭐️⭐️⭐️⭐️
  • 426 replies
  • March 26, 2025

Sorry I didn’t clarify before, this is using Data Designer as Audience source.


 

 

Continuous improvement is better than delayed perfection

Reply


Terms & ConditionsCookie settings

Cookie policy

We use cookies to enhance and personalize your experience. If you accept you agree to our full cookie policy. Learn more about our cookies.

 
Cookie settings