Match each person to their own row
Some data belongs to particular people. Wrenfield Pottery sells its pots through shops in several towns, so its “Stockists” set has a row for each shop, and each person has a Town detail. Matching the two lets an email show each person the opening hours of the shop in their town.
- Open the set and go to the Settings tab.
- Under Who this data applies to, choose Matched to each person.
- Under Match, pick the person's detail and the set's field it should match, for example the person's Town and the set's Town.
Until both are picked, nobody gets a row from the set. Capital letters, and spaces at either end, don't matter when matching. The number under the choices is how many of your people the set applies to. Someone with no matching row gets a blank where the value would go.
Choose who gets an email
When you build a group in People, the fields of a matched set appear in the list of things to filter on, under the set's name. For example, you could make a group of people whose local stockist is open on Sundays.
A person with no matching row never meets a data rule, even one like “is not”, so someone whose town has no stockist isn't counted as “not Ipswich”. Only matched sets can be used in rules, because a set that gives everyone the same row would match everyone or nobody.
Split a drip with your data
A drip's Condition split offers the same fields, so one path can go to people whose local stockist is open on Sundays and the other to everyone else. See Building a drip.
Start a drip from your data
Click a drip's trigger and look under Your systems:
- Something in your data is on today: a row dated today, such as the first day of a sale. A row with a second date as its end counts on every day it covers.
- Something in your data is coming up: three days before a row's start date.
- A row is added to your data, whether someone types it in or your systems send it.
- A row in your data changes.
The first two need a set with a date column whose dates are things happening, such as a sale or a class, so Sales, Form answers, Calendar ideas and Weather aren't offered. The last two work with sets you keep yourself. Who goes into the drip depends on the set. For a set that applies to everyone, that's everyone subscribed, so a single new row can start the drip for your whole list. For a matched set, it's only the people the row matches.
Join two sets
A join links two sets on a column they share, so a value can come from the matching row of the other set. If “Workshop dates” has a Date column and you've added the weather for one town, a join on the date lets an email about a workshop show the forecast for that day, as long as the workshop is in the week ahead.
- Open the first set. On the right, under Joined to, click Join to another data set.
- Under Join when, choose the column in this set. Under in, choose the other set. Then under matches, choose the column it matches in the other set.
- Click Add join.
The join then lists the other set's fields for your emails. Sets that share a column name are suggested under These share a column with this one. A set can have up to four joins.
Put dated rows on your Calendar
A set with a date column has an On your calendar card on its Settings tab. Switch on Keep these on my calendar to show its rows as ideas on your Calendar, from a month ago to a year ahead. The card says how many would appear before you switch it on, and you can choose their Colour and Category.
The ideas follow the rows. When a row changes, its idea changes, and when a row is removed, its idea goes. If you move one of these ideas or edit it on the Calendar, it becomes yours and stops following the row.
Let Cruise use it
On the same tab, switch on Let Cruise use this to let Cruise mention what the set says when it writes an email. Cruise reads the row your emails use or, for a set with dates, up to three rows dated from the send day to three days after. Every set starts with this off. Cruise writes one email for everyone, so it can't use a set that only applies to some people.