Bookshelf Home | Contents | Index | Search | PDF

Siebel Marketing Guide > Defining Attributes and Buckets > Defining Attribute Families >

Creating User-Defined Attribute Labels

---

Attributes must have labels (understandable explanatory text), which identify the attribute's value. For some attributes, the Code field is acceptable as a label, for example, values for Country, Province, and City. Labels for other attributes might need to be relabeled to more clearly identify the field for the end user. To define a label for the attribute, map to existing labels using the fields in the Attributes list, or create new labels in the User Defined Labels list.

In a user-defined label record, it is recommended that you set up a one-to-one relationship between the value in the Label field and the Code field. Siebel Marketing identifies every label using the Code field so that when a label is changed, the label value is not deleted from the system during resynchronization of an attribute family. For example, a label value of Siebel has the code 01 and is used in segment or filter criteria. If you rename the label value to Siebel Systems and do not change the code (01), after the attribute family resynchronization, the Siebel label value automatically appears as Siebel Systems.

For example, to provide labels for the Marital Status attribute, you might connect to the Customers table, which has a field called Marital_Status. The values are 1, 2, 3, and 4. You know from a reference source that 1 means Single, 2 means Married, 3 means Divorced, and 4 means Widowed.

To create the attribute members, select the Customers table and the Marital_Status field for both the code table and code field. Then, create user-defined labels.

Use the guidelines in Table 29 to help you determine when to use labels that exist in the data warehouse, and when to define new labels.

Table 29. When to Use Existing Labels or Create New Attribute Labels

If the Attribute...	Then...
Is already text (for example, a ZIP Code or a city name)	Choose the same table and field as the label (Attribute's Label Table and Label Field fields).
Is an alphabetic or numeric code that references a lookup table for its label (for example, the attribute Education is joined to a lookup table that provides several text descriptions for each education code)	Map to the lookup table and select the field that contains the text description (Attribute's Label Table and Label Field fields).
Is an alphabetic or numeric code for which there is no text description in your database (an example might be a credit rating, a flag value where zero stands for No and 1 stands for Yes)	Use the User Defined Labels list, add records and use the Label (name) and Value fields to provide a text description for each possible code the attribute might have.

To create user-defined labels

From the application-level menu, choose View > Site Map > Marketing Administration screen.
In the Attribute Families list, select an attribute family.
In the Attributes list, select an attribute belonging to the attribute family.
In the User Defined Labels list, create a new record.
Complete the fields for the labels, using the table at the end of this procedure as a guide.
Save the record after defining each label.

Field	Comment
Code	Type a short code for the label. For example, a code for Low Income might be LI.
Label	Type the text for the label, up to 75 characters.
Operator	Choose an operator from the list. Options are =, <>, <, >, <=, >=, and BETWEEN.
Value (First and Second)	Add the alphanumeric value that decodes the label. If the operator BETWEEN is used, add a second value. Multiple values can not be used in user-defined labels. You can not type values separated by a semicolon (;) in the values field. For example: User Defined Label: Sample Operator: = First Value: 0;1;2

Using the MARITAL_STATUS example, you might create user-defined labels as shown in Table 30.

Table 30. Sample User-Defined Labels

Label	Code	Operator	Value
Single	S	=	1
Married	M	=	2
Divorced	W	=	3
Widowed	D	=	4

The STATUS value of 1 is now linked to the label Single, a STATUS of 2 to Married, and so on.

The label entries are evaluated in order. The top label, Single, is evaluated first and the bottom one, Divorced, is evaluated last. Make sure that each value qualifies for at least one entry.

In the User Defined Label Value field, you can type alphabetic characters in addition to numeric. For example, if the attribute contains letters such as Y or N, you can use the label to expand those values into Yes and No.

Because characters are valid entries, you should verify that numeric-style data is stored as numeric values. For example, a field called BRANCH_ID might be described as a character field, not a numeric field (integer, double and so on). If so, Siebel Marketing interprets it as a character entity. Thus, if North is defined as "Between 1 and 3," the values of 20 and 200 would qualify as being between 1 and 3. If the data is stored as a character, you can use Siebel Marketing to convert the values to numerics.

You can put multiple values in a single line, separated by semicolons. As Table 31 shows, a credit rating of A, C, or H qualifies as good credit.

Table 31. Multiple Values Separated by Semicolons

Label	Code	Operator	Values
Good	G	=	A;C;H

Bookshelf Home | Contents | Index | Search | PDF