Siebel Marketing Guide > External Data Mapping > Creating Customer Hierarchies and Adding Targeting Levels >

Adding Targeting Levels to a Customer Hierarchy


The targeting level determines the availability of tables when mapping. Every table is available for the first level, but subsequent levels include only tables from the Parent level immediately above it. You can define as many as seven levels.

The order in which you add a level determines its sequence. If you want to reorder levels after you have saved the record, delete every level and add each level again in the correct sequence.

To add targeting levels to a customer hierarchy

  1. From the application-level menu, choose View > Site Map > Marketing Administration > Customer Hierarchies.
  2. In the Customer Hierarchies list, select the hierarchy.
  3. In the Targeting Levels list, create a new record.
    1. In the new record, type a name and description for the level.
    2. Select the check box in the Default column if you want it to be the default targeting level.
    3. NOTE:  There can only be one default targeting level at a time.


 Siebel Marketing Guide, Version 7.5, Rev. A 
 Published: 18 April 2003