Bookshelf v7.5.2: Allocating a Segment to a Campaign

Siebel Marketing Guide > Allocating Segment Counts to Campaigns > Using the Allocation View >

Allocating a Segment to a Campaign

Use the following procedure to allocate segment counts among campaigns when a snapshot has been generated.

To allocate a segment to a campaign

From the application-level menu, choose View > Site Map > Programs screen.

In the Program Plans list, select the program targeted for allocation and click the Stages view tab.

In the Stages list, click the Stage Plan Name hyperlink.

In the Stage Plan Details form, complete the fields. Save the record to commit your changes.

If you plan to schedule your program for automatic execution, you will need to use Forecast Allocation. Select the Forecast Mode check box to enable Forecast Allocation fields in the Allocation Details list. Selection of Forecast Mode disables the Allocation and %Allocation fields. For more information, see Forecasting Allocation.

NOTE: When you use Forecast Mode for allocation, the allocation counts do not update on the allocation screen. They remain at zero.

In the Allocation list of segments, adjust the numbers in the priority field to set the priority for each segment used in the program. To view details of a segment, drill down on the segment name link to open the Edit Segment view.

A contact can qualify for more than one segment. If your program contains multiple segments, set a priority number, with 1 being the highest, to make sure that a contact that qualifies for every segment is counted in the one with the highest priority. If every segment has the same priority number, counts are proportionally distributed between the segments.

If you change the priority of a segment, click the menu button in the Stages form, and choose Update Counts to recalculate Net Count. When this process is complete, the gross and net counts are updated according to the new priorities.

Gross (count). The Gross column indicates how many contacts qualify for each segment. A contact may qualify for multiple segments (for example, "Gold Customers," "Longevity 16-19," and "All Customers") but Siebel Marketing assigns it to only one segment.

Net. The Net count shows the number of contacts Siebel Marketing assigned to each segment, based on the segment's priority (deduplication). Siebel Marketing does not allow you to allocate more contacts for a segment than that value. For example, if the Net column shows 24,980 contacts for a segment, the contacts for campaigns assigned to that segment cannot exceed that value (unless you raise the priority of the segment and recalculate counts).

If the Gross and Net columns do not have numbers in them, you must recalculate the counts by clicking Update Counts. Before doing so, prioritize the segments. For more information see Updating Counts and Clear Allocation Functions.

The Allocation and Allocation Details lists display segments and campaigns associated with the stage. Select a segment, and then a campaign to allocate Net Counts from the segment to the campaign. Use one of the following methods:

In the % Allocation field, type the percentage of counts allocated to each campaign. The Total Count and Allocation fields are automatically updated with contact numbers when you save the record.

Type a number in the Allocation field.

The Total Count and % Allocation numbers automatically update when you save the record.