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

Adding Trees to Campaigns and Allocating Segment Tree Cells

Each campaign in your program can use one or more segment trees. After you associate a campaign to your program, you must allocate each segment tree within the campaign.

Adding a Segment Tree to a Campaign

You can associate one or more segment trees with a campaign.

To associate a segment tree with a campaign

1. Navigate to the Campaigns screen.
2. In the Campaigns list, click the campaign name.
3. Click the Design view tab, and then click the Segment Trees link.
4. In the middle list, click New.
5. In the Pick Segment Tree dialog box, click Choose a new Segment Tree.
6. In the second Pick Segment Tree dialog box, from the folders, select the Segment Tree.
7. In the Pick Segment Tree dialog boxes, click Save, and then OK to save the tree to the campaign.

Allocating Segment Tree Cells to a Campaign

After you associate a segment tree with a campaign, you must allocate each segment tree cell to the treatments for the campaign. If you include stand-alone segments in the campaign 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 campaign

1. Navigate to the Campaigns screen.
2. In the Campaigns list, click the campaign name.
3. Click the Design view tab, and then click the Segment Trees link.
4. In the segment tree list, select a tree.
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 treatment code for each treatment.

   2. Select the appropriate check boxes to indicate which cells are to be allocated to each treatment.

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

6. 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 database.