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Siebel Consumer Sector Guide > Account Targeting > End-User Procedures >

Creating a Target List

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The views in the Target Accounts screen allow end users to select profile information on which to query, such as visit frequency, last visit date, and order date. The results that they save consist of a set of accounts.

If end users are querying only on an account profile attribute, they should use the Account Information view. This view has been designed to return all accounts that meet the query condition, whether or not the accounts contain demographic or assessment information. Using a different view to query on account profile information will return accounts that meet the query conditions and the condition for which the view was designed. For example, querying from the Orders view will return only those accounts that contain orders and meet the query conditions. For information on performing queries, see Fundamentals and Online Help.

NOTE:  Account Targeting is used on your local database. End user's target lists are not synchronized with the Siebel server. Therefore, if they receive a new database extract, they will need to re-create their target lists. However, if an end user is a remote user of Siebel, the normal process of synchronizing a local database with the Siebel server will not affect the end user's target lists.

Refining a Query

End users who want to perform queries on fields across multiple forms in a single targeting view will need to use the refine query feature. For example, an end user who wants to perform a query for all California accounts with a distribution code of A must enter the first query criteria (all California accounts) in the Account Attribute Selection form and then refine the query in the Demographics and Assessment form to include only those accounts with a distribution code of A.

To refine a query

Navigate to the Target Accounts screen.
From the Show drop-down list, select the Targeting view on which you want to perform the query.
To perform a query on demographics and assessments, select Account Information
To perform a query on orders, select Orders
To perform a query on store conditions, select Store Conditions
In the Account Attribute Selection form, click the menu button, and then select New Query.
Enter the criteria in the fields for which you want to perform a query.
In the next form, click the menu button, and then select Refine Query.
Enter the criteria in the fields for which you want to perform a query, click the menu button, and then select Run Query.

In the Target Accounts list, accounts that satisfy both sets of query criteria appear. To save the target list, see To save a target list.

To create a target list based on demographics and assessments

Navigate to the Target Accounts screen.
From the Show drop-down list, select Account Information.
In the Demographics and Assessment list, click the menu button, and then select New Query or select a predefined query from the Queries drop-down list.
Specify the query criterion or refine a predefined query if necessary.
In the Demographics and Assessment list, click the menu button, and then select Run Query.

The results of the query are returned. To save the target list, see To save a target list.

NOTE:  The more fields in which an end user enters query criteria, the longer it may take to execute the query. Also, if an end user enters a query condition that is too general (such as all accounts with a Weekly ACV greater than 1), it may take a significant amount of time to save the query later, due to the number of records meeting the query criteria.

To create a target list based on orders

Navigate to the Target Accounts screen.
From the Show drop-down list, select Orders.
In the Order list, click the menu button and select New Query or select a predefined query from the Favorites drop-down list.
Specify the query criterion or refine a predefined query if necessary.
In the Order list, click the menu button, and then select Run Query.

The results of the query are returned. To save the target list, see To save a target list.

To create a target list based on store conditions

Navigate to the Target Accounts screen.
From the Show drop-down list, select Store Conditions.
In the Store Condition list, click the menu button and select New Query or select a predefined query from the Favorites drop-down list.
Specify the query criterion or refine a predefined query if necessary.
In the Store Condition list, click the menu button, and then select Run Query.

The results of the query are returned. To save the target list, see To save a target list.

NOTE:  When an end user queries on a product and a store condition, only the last audit date of the product is queried for the specified condition. When an end user queries only on a store condition, all products with the store condition will be returned.

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