Siebel Marketing User Guide > Designing Marketing Programs > About Using the Program Flow >

Adding Trees to Stages and Allocating Segment Tree Cells

You can use one segment tree in each stage of your program. After you associate campaigns and a segment tree to a stage of the program, you must allocate each segment tree cell to the campaigns.

Adding a Segment Tree to a Stage

You can use one segment tree in each stage of your program.

To associate a segment tree to a stage

1. Navigate to the Programs screen.
2. In the Programs list, click the program name.
3. If you are not in the Design view > Program Flow link, click the Design view tab, and then click Program Flow.
4. In the Program Flow workspace, select a stage.
5. Drag the Segment Tree icon on to the workspace.
6. In the Pick Segment Tree dialog box, click Choose a new Segment Tree.
7. In the second Pick Segment Tree dialog box, from the folders, select the Segment Tree.
8. In the Pick Segment Tree dialog boxes, click Save, and then OK to save the tree in the program flow.

Allocating Segment Tree Cells to a Stage

After you associate campaigns and a segment tree to a stage of the program, you must allocate each segment tree cell to the campaigns. If you include stand-alone segments in the stage that are not part of the segment tree, the members of the segment are not deduplicated against members of the tree or against other stand-alone segments. Only segment tree cells are deduplicated against other cells.

To allocate segment tree cells to a stage

1. Navigate to the Programs screen.
2. In the Programs list, click the program name.
3. If you are not in the Design view > Program Flow link, click the Design view tab, and then click Program Flow.
4. In the Program Flow workspace, select a segment tree for allocation, and click Allocate Segment Tree.

   NOTE:  In the segment tree structure, each cell appears with the net counts and the priority used for deduplication.

5. In the allocation matrix, perform the following steps:
   1. If the tree does not match the latest version of the tree that is in the Segment Tree Designer, click Refresh Tree.

      This action redraws the tree structure (refreshes the stored definition of the tree in the database), and clears any allocations. The row across the top right displays the name and campaign code for each campaign.

   2. Select the appropriate check boxes to indicate which cells should be allocated to each campaign.

      You can allocate a single cell to more than one campaign, if desired. If you want each cell to receive a single campaign, be sure to check only one box per row. The total allocated count appears along the bottom of the matrix as you check the boxes.

6. To enforce a capacity limit for each campaign load, then in the Capacity Limit field for the column, enter a value.

   A value of 0 (zero) is ignored (no limit).

7. Click Save.

   CAUTION:  The Design view does not automatically save your changes to the matrix. If you do not click Save, the changes are not written to the file.