Mailing/Customer segmentation

[AlexCraft]

Hi Community, 

I need to give each customer by product a certain type of letter, but want to get some advice on the easiest the way to do it. 

Based on the filters Unique to In UK, I would like to tag it as scenario A. I have looked at doing it as an IF formula but have A - M so would take ages to go through the scenarios, and not sure how to loop it?

Then once I have all those customers, then I would want to tag the if they had Scenario A and then letter CL1,  for product D it would be CL1,SC6. 

I have only been properly using Alteryx for a few weeks, so this is a step too far for me at the moment. Only worked through basic tools so is there a cool way to do it? I could probably use a join to my source date to my scenario and match each field but it is 295k customers so could take a long time....

Any help would be great.

Scenarios	Unique	Joint	Loyalty	Rebate	Customer position worst	In UK	Product A	Product B	Product C	Product D	Product E
A	Y	N	N	N	N	N	CL1	CL1	CL1	CL1 SC6	CL1 SC7
B	Y	Y	N	N	N	N	N/A	CL1 SC9	CL1	CL1 SC6 SC9	CL1 SC7 SC9

[Emil_Kos]

Hi @AlexCraft,

Not sure what do you want to achieve but quite often when you want to write a complex formula that will do something if specific criteria are met like:

If Joint = Y and Loyalty = N and Rebate = N then do something it is better to create a table which all those criteria and join it with your data. 

It is much easier to maintain and it is crystal clear how it works. 

[kelsey_kincaid]

Hi @AlexCraft ,

I think the solution attached should work for you. This workflow will identify each unique scenario and attach a letter to that assignment. It will adjust automatically based on how many unique scenarios you have in your data. Let me know if this works for you!