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Saving Result Sets for Marketing Segments

A Saved Result Set is a fixed set of segment members that are recorded at a particular point in time. They are saved in the database so that they can be reused in the future without evaluating the criteria again.

Saved Result Sets can be useful in the following situations:

• When you want to freeze the members of a segment at a specific point in time, so that the membership does not change.
• When you have a very complex segment and you want to store the members of a recently counted segment to save query time.
• When you want to save a branch of a segment tree as a separate segment.

Requirements

Before you can save a result set, you must create a result set list format and specify that list format in the Advanced Options. For more information on creating a result set list format, see the chapter on designing marketing list formats in Siebel Marketing Installation and Administration Guide. For more information on specifying which list format to use for your segment, see Segment Advanced Options.

To save a result set for a Marketing segment

1. In the Segment Designer, open the segment.
2. Click the Saved Result Sets tab.
3. Click the Save Result Set button.
4. In the Please save your current segment dialog box, verify the segment name and location.
5. Click OK to submit the job.
6. To cancel the job, click the Cancel/Exit links.

   After the request is complete, the newly created saved result set appears.

To use a segment saved result set as a nested segment

1. In the Segment Designer, open a segment to edit.
2. Find a different saved segment in the Segment Folders in the selection pane and click it to add it to the segment design.
3. Click the properties button on the nested segment block.
4. Select Use Saved Result Set.
5. In the Saved Result Sets dialog box, select one of the following:
   • Always use most recent Saved Result Set
   • Choose a specific result set from the list.
6. Click OK to close the Saved Results Set dialog box.
7. Click OK to close the Properties dialog box.
8. Save your changes.

To set a segment to always use a Saved Result Set

1. In the Segment Designer, open the segment.
2. Click the Advanced Options tab.
3. Select the following check box, and then click OK:

   Always use most recent saved result set

   NOTE:  When you use this segment, the most recent result set determines the segment membership.

To save the results set for an entire segment tree

1. Click the Saved Result Sets tab.
2. Click Save Results Set.
3. In the Please save your current segment dialog box, verify segment name and location.
4. Click OK.
5. When prompted, enter a custom label for the segment tree.

   Marketing creates a static segment for each tree node. The naming format is:
   <Custom Label>-<Node Label>-<Priority>

   While Saving a result set for a particular tree node, you have the option of either append to an already created static segment (useful for doing analysis over time) or creating a new static segment.

To purge a saved result set

1. Click the Saved Result Sets tab.
2. Select a results set and check its box.
3. Click Purge.

   Results sets for branches are listed twice: one time as part of the tree and one time as a static segment. Purging one instance purges both.