Siebel Marketing Guide > Designing Marketing Program Plans > Using the Program Flow >

Assigning Segments to a Stage

You previously defined segments with criteria derived from attributes, buckets, numeric and date measures, and database fields. Now you can assign these segments to the program stage.

To add segments to the program stage

  1. From the application-level menu, choose View > Site Map > Programs > My Program Plans.
  2. In the Program list, select the program and click the Program Flow view tab.
  3. In the Program Flow workspace, select the Stage object.
  4. In the palette, select the Segment object and drag the object to the workspace.
  5. In the Pick Segment dialog box, select the predefined segment and click OK.
    1. To create a new segment, click New in the Pick Segments dialog box and type a name and description.
    2. In the Pick Segments dialog box, select the new segment and click OK.

      3. The segment object appears in the workspace.

    3. Double-click the segment object to open the Edit Segment view, where you can define the segment's criteria.

Repeat Step 5 if you want to add more segments to a stage.

NOTE:  You can only use segments in your marketing programs that have defined criteria. After creating a new segment and adding it to the program, you must go to the Edit Segment view to define the relevant criteria. For instructions, see About Criteria-Based Segments.


 Siebel Marketing Guide 
 Published: 23 June 2003