Oracle Marketing Segmentation Guide > Configuring Marketing Module Metadata > Setting Up Marketing Segmentation Metadata >

Creating Target Levels and Adding Segmentation Catalogs

Customers who have purchased the Siebel Data Warehouse version 7.7.1 have preconfigured Contact and Account target levels. In the Siebel Data Warehouse version 7.7.1, most stars in the Siebel eBusiness Application have a corresponding presentation catalog and have been added to the preconfigured target level.

Every target level must have a primary segmentation catalog. Every time a target level is selected in the Marketing module user interface, the primary catalog is selected by default as the starting catalog for segmentation. For example, if the target level is Customer, a primary catalog counts every customer in the database.

NOTE:  You are not required to start the segmentation from this catalog.

You can create as many target levels as you need. When creating target levels and primary QLI, use the following guidelines:

• You can associate the same primary QLI with multiple target levels.
• Any dimensional entity can be used as target level depending on the business need. For example, Asset, Order, Opportunity, Product, and so on.

You can duplicate existing target levels. Duplicating a target level also duplicates its segmentation catalog children, the sampling tables, and the qualifying keys related to the segmentation catalog.

To create target levels

1. In the Administration Tool, open your repository.
2. From the menu bar, click Manage > Marketing.
3. In the Marketing Metadata dialog box, in the left pane, click Target Levels.
4. Right-click in the right pane and select New Target Level.
5. In the Target Level dialog box, in the General tab, type the name of the target level in the Name field.
6. (Optional) To restrict the visibility of a target level, click Permissions and select the appropriate options.
7. (Optional) To assign a custom display name to the target level, check the Custom display name check box and add a different string in the box next to it.

   This string appears in the Marketing module user interface.

8. To create and assign a new primary qualified list item to this target level, perform the following steps:
   1. Click New next to the Primary Qualified Item field.
   2. Type the name of the qualified list item (QLI) in the Name field.
   3. Type a description that describes the technical details of this QLI, especially information on what specifically it counts.

      NOTE:  For information about the Cache Information tab, see the topic about creating and mapping a Marketing presentation catalog in Setting Up Cache for Target Levels.

9. If a primary qualified list item for this target level has already been created, you associate the primary with the target level by clicking Browse and selecting the qualified list item.

Repeat this task to create each target level that you need.

To select a primary segmentation catalogs for the target level

1. From the toolbar, choose Manage > Marketing.
2. In the left pane, highlight Target Levels and in the right pane, double-click a target level.
3. In the Target Levels dialog box, click the Segmentation Catalogs tab.
4. To select a primary segmentation catalog, click the Segmentation Catalog tab.

   If queried from this catalog, the result is a superset of the target level.

5. In the Segmentation Catalog tab, select one of the segmentation catalogs and click Set Primary.

To add segmentation catalogs to an existing target level

1. From the toolbar, choose Manage > Marketing.
2. In the left pane, highlight Target Levels.
3. In the right pane, double-click a target level.
4. In the Target Levels dialog box, click the Segmentation Catalogs tab and then click Add.
5. In the Segmentation Catalog dialog box, click the ellipsis button.
6. In the Browse dialog box, select a presentation catalog to include in the segmentation process.
7. Click Permissions if you want to restrict the visibility of this catalog to a specified group of users or groups.
8. For the Qualifying Keys area, click Add.

   In the Qualifying Key dialog box, the Qualified List Item field contains the primary QLI. It is preselected based on the target level in the segmentation catalog that you select in Step 6. A primary QLI key is required unless the segmentation catalog uses conforming dimensions.

   CAUTION:  Do not change the preselected primary QLI, unless the catalog uses conforming dimensions.

9. Click Browse next to the Column field.
10. In the Browse dialog box, select the presentation column that represents the unique identifier of the target level.

    The list contains all the columns in the presentation catalog that you added as a segmentation catalog.

Repeat this task for every segmentation catalog that you want to add to the target level.

To duplicate a target level

1. In the Administration Tool, open your repository.
2. From the menu bar, click Manage > Marketing.
3. In the Marketing Metadata dialog box, in the left pane, click Target Levels.
4. In the right pane, right-click a target level and choose Duplicate.