Merge Two Selections

You can merge two selections together to create a new selection A selection is a named set of IDs of the same record type that allows you to indicate the records for a query or process to include when it generates results.. For example, you can merge two constituent selections to create a selection of recipients for a communication. To help you visualize the selections and how their records relate to one another, the program provides a Venn diagram to represent each merge option. When you build a merged selection, you select the merge option to use based on the records to include in the new selection.

Note: A Venn diagram depicts two circles — one for each selection used to build the merged selection — that overlap in the middle. The middle section of the diagram, where the circles overlap, represents the records that appear in both selections. The outer sections represent the records that appear in each respective selection but not the other.

1. From Analysis, select View selections. The Selections page appears.

2. Under Tasks, select Merge selections. The Selection Record Type Search screen appears.

3. Search for and select the type of selections to merge for the new selection. The Merge selections screen appears.

4. Under Selections, select and drag the two selections to merge to the Selection A and Selection B fields, or search for and select the selections to merge.

5. To view the total records that appear in the possible merge options, select Calculate totals. Under each option, the sum of its records appears.

6. For Include records that are in, select the merge option to use. Under Description, an explanation of the records included in the selected option appears.

7. In the Name field, enter a unique name to help identify the merged selection.

8. Select Save. You return to the Selections page.