Node Connections

  • One core part of Campaign Audience Builder is the ability to access all data points for your segmentation, no matter how nested.
  • And to access nested data, we need to connect our nodes.
  • To link a node to other nodes, select a node by single-clicking it and then click the + Button.

  • This opens the Relationship Action Menu:

  • We have three different actions to connect our nodes:
    1. Parent Relationship - Access objects targeted via a lookup or master-detail relationship on your selected object.
    2. Related Records - Access objects with lookup or master-detail relationships, targeting the selected object.
    3. Aggregate - This is a special form of Related Records and allows you to do calculations on the fly, like the SUM of Opportunity:Amount > 10.000€.

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