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Siebel Marketing User Guide > Designing Marketing Programs > Using the Program Flow >
Allocating Segment Tree Cells for 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 will not be 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 for a stage
- Navigate to the Programs screen.
- In the Programs list, drill down on the program name.
- If you are not in the Design view > Program Flow link, click the Design view tab, and then click Program Flow.
- In the Program Flow workspace, select the segment tree that you want to allocate, and click Allocate Segment Tree.
- In the allocation matrix, perform the following steps:
NOTE: In the segment tree structure, each cell appears with the net counts and the priority used for deduplication.
- If the tree does not match the latest version of the tree that is in the Segment Tree Designer, click Refresh Tree.
This 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.
- 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.
- If you want to enforce a capacity limit for each campaign load, in the Capacity Limit field for the column, type a value.
A value of 0 (zero) will be ignored (no limit).
- Click Save.
CAUTION: The Design view will not automatically save your changes to the matrix.
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