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Siebel Marketing Guide > External Data Mapping > Setting Up Target Group Segment Tables and Joins >
Mapping the Customer Hierarchy for Target Groups
After Creating Joins for Target Groups, you can map the customer hierarchy. For more information about mapping a customer hierarchy and targeting levels, see the related topics in this chapter.
To create a customer hierarchy
- From the application-level menu, choose View > Site Map > Marketing Administration > Customer Hierarchies.
- In the Customer Hierarchies list, create or select the customer hierarchy you want to use for Target Group Segments.
This example uses an Account - Contact hierarchy.
- Select the check box in the Default column to make it your default customer hierarchy.
NOTE: There can be only one default customer hierarchy.
- Modify the targeting levels for target group segments.
- In the Targeting Levels list, type or select values for the fields in Table 23 at the end of this procedure.
- In the Mappings list, add a field mapping to the customer Id field in the Subject Area table, for example, "Accounts"."Account ID".
Repeat Step 4 for each targeting level, adjusting the values in Table 23 to match the corresponding table aliases and customer IDs.
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Siebel Marketing Guide Published: 23 June 2003 |