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Allocating Segment Counts to Campaigns

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After you generate a snapshot, you can use the Allocation view to assign segment counts to specific campaigns. You can assign members of one segment to many campaigns, or members of many segments to one campaign.

Siebel Marketing allows flexibility in allocating segment net counts to campaigns. Customers can be allocated from multiple segments in a program to various campaigns for testing purposes, based on absolute numbers or percentages. If you generate counts by manually starting a snapshot from the Program Flow view, you can manually allocate the counts by adding values for Allocation and % Allocation fields in the Allocation form. You use Forecast Allocation if your program is set for automatic execution using Schedule. Forecast mode allocation is performed as part of the Program Execution workflow process. You use forecast allocation for automatic execution because once the snapshot is generated as part of the workflow process, you cannot change manual allocation numbers before list generation begins.

Deduplication of contacts is automatically handled during snapshot generation, making sure that contacts meeting criteria for more than one segment will not receive more than one offer in the same program stage.

If you have multiple segments, you can set the priority for each segment in the Allocation views. Duplicate contacts are then removed from the lower priority segments. Setting segment priority can be performed before a snapshot is generated, or following the snapshot generation. As a default, if you have more than one segment, each segment's priority is set to 1. If you set the priority for each segment before snapshot generation, then no additional action is necessary. If you have more than one segment and change the priority of each segment after snapshot generation, you must refresh the displayed counts using the Update Counts functionality.

If you manually generate a snapshot and segment counts are available, the Allocation view allows you to distribute segments to campaigns in a number of ways:

Allocating a specific percentage of the count for each campaign.
Allocating an even percent of the count across all campaigns.
Allocating the counts with a specific percent for one or more campaigns and distributing an even percentage of the remainder across the unallocated campaigns.
Allocation by priority.

For example, during basic allocation, you can allocate 50 percent of the contacts in Segment A to receive Campaign 1, and 50 percent of the contacts in Segment A to receive Campaign 2.

Using the campaign Waves and List Distribution views, segment counts can be allocated to a campaign with several vendors handling the distribution. For more information about campaign waves and vendors, see Creating Vendor-Specific Lists.

The Marketing Server allocates based on specified percentages. If these numbers are not integers, the count for allocation is rounded down and the remaining members are distributed to the campaigns. The Allocation view, however, displays the rounded-down count.

If a snapshot will be generated during automatic program execution, Forecast Allocation allows you to specify the percentage of contacts anticipated for each campaign, and, if desired, the maximum count allowed for each campaign in the absence of any real data.

These percentage counts can then be used when determining vendor-specific distribution lists. Forecasting is most often used when designing follow-up stages to a program.

NOTE:  Switching from basic allocation with counts to Forecast Allocation clears previous counts and percentages.

Before allocating segments to campaigns, you must perform the following tasks using the Program Flow and All Campaign Plans or My Campaign Plans views:

Define each campaign plan.
Assign segments to a program stage.
Assign campaigns to the segment.
Generate a snapshot (unless program execution is scheduled).

NOTE:  In the Program Flow view, if you associate a campaign to a segment and then add another campaign, the second campaign is linked directly to the stage on the Program Flow workspace, until you complete allocation.

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