Siebel Marketing Guide > Defining Filter and Segment Criteria > Creating, Loading, and Refreshing a Target Group Segment >

Creating and Loading a Target Group Segment

You can use an existing report or create a new report in the Answers screen. The report must be based on the Subject Area table that was mapped during the target group setup process. For mapping information, see Setting Up Target Group Segment Tables and Joins.

After creating a target group segment, you must load the customers before the segment list is saved.

To create, customize, and load a target group segment

  1. From the application-level menu, choose View > Site Map > Answers > Answers.
  2. In the Answers screen, in the left pane, click the Catalog tab.
  3. In the Catalog area, select a report or in the New Request area, create a new report, and then click the Results view tab to see the report.

    4. For more information about creating and customizing a report, see the sections about Siebel Answers and Siebel Marketing Analytics in Siebel Analytics User Guide.

  4. To customize a report, in the upper left of the Results view tab, click Customize View and perform the following steps:
    1. In the Add View section, locate the Other View section and click Create Segment to add a Create Segment section to the report.
    2. To view the final report, in the upper left of the pane, click Show Results.
    3. In the upper right of the pane, click Save.

      4. This is a multiple step process that allows you to name your report and save it in a specific location. After specifying the report name and save location, the Criteria tab appears with the name of your report at the top.

    4. In the Criteria tab, you can apply additional filters or drill down on any portion of the report to constrain the dataset to the appropriate audience.
    5. Click Save.
  5. Click the Results tab, and then click Create Segment.

    6. The Segment screen appears with a new record created in the segment list.

  6. In the Segments list, complete the following fields before stepping off or saving the record:

    7. Field
    Description
    Customer Hierarchy
    Confirm defaulted value is correct.
    Customer Level
    (Targeting Level) Confirm defaulted value is correct.
    Name
    User-defined descriptive name.
    Type
    Type of Segment you want to create. Values are:
    • Target Group. Saves a static list of customers who qualified for the report as well as the logical SQL that was used by the report.
    • Segment DD. This value is for legacy use only.
    • Criteria. Identifies criteria-based segments (Target Group Segmentation). When you install the maintenance release, pre-existing segments are assigned this value.

  7. Save the segment record, and then click the Target Groups view tab.

    8. NOTE:  The SQL field displays the logical SQL that was used by the Analytics report and the Count, Status and Date Loaded fields are empty. The group of customers is not saved as a static list until you load the customers.

  8. To load the customers who qualify, in the Target Groups form, click Load/Refresh.

    9. When the load process is complete, the read-only fields in the Target Groups form show the following information:

    Field
    Description
    Count
    When the load is complete, this field shows the number of customers who were selected by the segment criteria/report filters.
    Date Loaded
    The date and time that the load completed. The format of this information is YYYY.MM.DD.HH.MM.SS.
    Last Modified By
    The user ID of the last person to modify the record or refresh the target group segment.
    Name
    The new target group name appears in the following format:
    "[creator's user ID]- [segment name]"
    SQL
    The logical SQL that generated this segment. This data can be copied and pasted for reuse.
    Status
    Load status. Messages indicate if the load is being imported, is successful, or if it failed.

  9. To verify that your target group loaded correctly, click the Edit Segment view tab.

    10. In the Criteria work space, one line points to the new target group name. You can now use your segment in a marketing program.

    CAUTION:  It is strongly recommended that you do not change this target group name statement in the Criteria work space. This is a system-generated definition based on the information specified when creating the target group segment. Any change to this definition might produce unintended results.


 Siebel Marketing Guide 
 Published: 23 June 2003