About Segmentation Wizard
You can use Segmentation Wizard to generate contact segments (that is, lists of contacts) based on a combination of account, contact, opportunity, and service request fields in Oracle CRM On Demand. The resulting segments are multidimensional customer lists for targeting campaigns.
You can create the following segment types:
Additionally, Segmentation Wizard allows you to:
Scenario for Using Segmentation Wizard
Your marketing team is planning to hold a marketing event in Germany for executives in the automotive sector. The event will allow executives at your company to assist in closing large, active opportunities before the end of the quarter.
To generate a segment to support this business need, you apply these filters:
The resulting segment is a list of contacts in Oracle CRM On Demand that meet all the criteria that you defined.
For example, to be included in the list, a contact record must (in addition to having the job title of President) be linked to account and opportunity records that meet the criteria for those record types.
|Published 5/4/2012||Copyright © 2005, 2012, Oracle. All rights reserved. Legal Notices.|