Bookshelf Home | Contents | Index | Search | PDF

Siebel Marketing Guide > Creating Source Code, List Formats, and Vendor Profiles >

Creating Source Code Formats

---

The Source Code Formats view allows you to define a source code format, specify the individual components that will be included, and determine how these components will be arranged or sequenced.

After creating a source code format, you can use the source code in the following ways:

Include in an output file layout.
Embed as a personalization element in an email offer.
As input in the customer-facing eMarketing home page (in the applet named Do you have another offer?).
As a direct input to a response from any of the Response views.

NOTE:  Always associate the source code format with the program plan stage before generating the snapshot.

The Source Code Formats list shows available source code formats. The All Components list displays details of the source code format selected in the list and is used to create the structure of the source code grouping, or format. The All Components list contains the automatically computed length of each source code (maximum of 75 characters).

By clicking Move Up or Move Down, you can rearrange components in the format. If you delete components (for example, component 2 and component 4 of 5), click the menu button and choose Resequence to reorder the remaining components before saving the record.

To create a source code formats

From the application-level menu, choose View > Site Map > Marketing Administration > Source Code Formats.
In the Source Code Formats list, create a new record.

NOTE:  The customer hierarchy and the targeting levels (within the specified hierarchy) determine the custom measures and buckets (based on custom measures) that are available in your source code format. If you copy a source code format, you cannot change the selected customer hierarchy. However, you can change the code's sequence, measures, and attributes. For more information on customer hierarchies and targeting levels, see External Data Mapping.

Complete the necessary fields for the Source Code Format.
Type a name and a description for the format.
Click the Customer Hierarchy select button.
In the Pick Customer Hierarchy dialog box, select the predefined customer hierarchy and click OK.

NOTE:  To view details of the customer hierarchy and any targeting levels associated with the source code format, click the hierarchy or targeting level name links to open the Customer Hierarchies view.

Click the Targeting Level select button.
In the Pick Targeting Level dialog box, select a level and click OK.
When you save the source code format, the new format appears in the Source Code Formats list.

The Stages read-only field lists program stages that use this source code format. Click the Stages select button to open the Stages dialog box and review the list.

To define source code format components

From the application-level menu, choose View > Site Map > Marketing Administration > Source Code Formats.
In the Source Code Formats list, select a source code format.
In the All Components list, create a new record.
Complete the fields for the component, using the following information as a guide.

Field	Description
Buckets	If the source code format component is a bucket (a range of values), click the Buckets select button. In the Pick Buckets dialog box, choose a bucket and click OK. An example of a bucket that might be used in a source code format is one that identifies the customer's credit rating.
Measure	If the source code format component is a measure, click the Measure select button. In the Pick Measure dialog box, select the measure from the list of available measures and click OK. An example of a measure that might be used in a source code format is Account ID or Social Security number. Measure can include values for bound, custom or list measures.
Name	Choose the name of the source code component from the list. Options are Stage, Segment, Campaign, Wave, Measure, and Buckets.
Sequence	Sequence determines the position of the code component in the source code format. Sequence is automatically set when source code components are added to the format. Use Move Up, Move Down or Resequence to adjust the order.
Width	The width of the source code component is automatically added. Change the width if desired. Defaults are wave=1, bucket=5, measure=16, stage=10, segment=10, and campaign=10. If the component's source code width is 16 characters and you specify 6 as the width in this field, the component's individual source code is truncated to the first 6 characters. If the component's code has a width of 10 characters, and you specify 20 as the width, 10 blank spaces appear in your source code format. The maximum width for the entire source code format is 75 characters.

Save the component.

NOTE:  Repeat Step 3 through Step 5 to add more components one row at a time.

Adjust the sequence of the components by clicking Move Up and Move Down.

To reorder deleted components before saving the changes, click the menu button and choose Resequence.

Modifications in the Source Code Format are reflected the next time a program snapshot is built. For information on how to associate a source code with a stage, see Adding a Stage to the Program.

Bookshelf Home | Contents | Index | Search | PDF