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Siebel Marketing Guide > Defining Filter and Segment Criteria > Creating and Editing Segment Criteria >

About Visual Segmentation

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The Visual Segmentation feature allows you to use Siebel Analytics report criteria to create Siebel Marketing segments. This feature is only available after you install and configure Siebel Analytics. For more information see Siebel Analytics Installation and Configuration Guide.

The following conditions must exist to use Visual Segmentation:

Siebel Server and Analytics Server must be running in the same network domain, for example, Siebel.com.
The Web server component of Siebel Analytics should be running on the same machine as the Siebel Web server extension.
If you use secure connections, such as those provided by HTTP, both Siebel Server and Siebel Analytics Server should be running in secure mode.

You can create segments in the following two ways:

Use the Answers screen to define criteria for a report and create a segment from the report. You select columns (fields) and apply filters to the fields.
Use Analytics screens to choose reports created in Siebel Analytics and create a segment from the report.

NOTE:  You must be logged on to the Siebel Analytics Server to access these screens.

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