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

Creating Filter Records


Filters are used at the stage level of a program plan and are optional. You should create a filter only if you need to restrict the overall data set to certain records. If your filters are too restrictive, you limit the records available for segmentation when you take a snapshot of your data.

To create filter records

  1. From the application-level menu, choose View > Site Map > Marketing Administration > Filters.
  2. In the All Filters list, create a new record.
  3. Complete the necessary fields.
    1. Type a name and description for the filter.
    2. Click the Customer Hierarchy select button.
    3. In the Pick Customer Hierarchy dialog box, select a customer hierarchy from the list of available customer hierarchies and click OK.
    4. NOTE:  If the filter criteria use custom measures or buckets that are specific to a customer hierarchy, you must select that hierarchy when you create the filter. This avoids integrity errors later when generating a snapshot.

      After you have saved a filter record, you cannot change the customer hierarchy or select a customer hierarchy where none existed. If you do not select a customer hierarchy and then later decide to select a customer hierarchy for a filter, you must create a new filter and associate a customer hierarchy with the new record before you save it. You can copy, edit, or delete an existing filter. However, the customer hierarchy specified in the original filter cannot be changed.

  4. Click the Stages select button to display the marketing program stages that use this filter.
  5. A filter can be applied to more than one stage of a program.

    If this filter has not been associated with a stage in a marketing program, the read-only Stages field will be blank.


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