Siebel Marketing Installation and Administration Guide > Designing Marketing List Formats >

About Designing Marketing List Formats

List Formats allow you to define the layout of files that you can use for a variety of purposes. The List Format Designer can be used to select any content from a subject area (list catalog), using filters that you add to the list format definition.

The List Format Designer can generate lists for several purposes:

• List Export. Typically used for campaign distribution lists, such as direct mail, exports to external vendors, exports to other IT applications, and other channels. Typically, list formats contain the name, customer profile, address, email address, and other information for the members of a segment or segment tree cell.
• Campaign Load. Used to load the members of a segment or a segment tree cell into the campaign history table in the Siebel transactional database through EAI.
• Email Personalization lists for email marketing. Used to export the relevant data for each member of an email campaign to the Siebel Email Marketing Server.
• Customer Synchronization. Used to import a batch of new customers into the Siebel transactional database or to update a set of customer profiles through EAI.
• Analytics Data Load. Used to import any type of data into the Siebel transactional database through EAI.

You can combine data from more than one subject area by using the set operation capability in the List Format designer. This allows you to combine data from more than one data source into a single file. For example, you can combine the list of segment members from your data mart with some additional customers that may only exist in your Siebel transactional database. To obtain descriptions for commonly used terms, see Frequently Used Terms for Marketing List Formats.

The List Format Designer supports a variety of options to format the content including column sorting and casing for each column. For a list of formatting options, see Column Properties Formatting Options.

Navigating to the List Format Designer

Access to the List Format Designer start page depends on your product license key and system privileges. You open List Format Designer in one of the following ways:

• In the Siebel Marketing application, from the Site Map, choose Administration - Marketing > List Formats.
• If you log in to the Marketing module directly, you click the Marketing screen tab and then click Create a List Format.

Frequently Used Terms for Marketing List Formats

Table 9 defines frequently used terms for list formats.