Siebel Marketing User Guide > Marketing Segments and Segment Trees > About Segment Designer >

Adding Criteria Blocks to Segments

Each criteria block denotes a set of criteria that are evaluated together. This means that any segment member that qualifies for the criteria block must meet all the criteria displayed within the block.

For example, if a segment has the following criteria block:

Product purchased is a blue hat.

And,

Purchase date is December 31, 2003.

This segment finds all customers who purchased a blue hat on December 31, 2003. Because the criteria are in the same block, the criteria are applied to the lowest level dimension related to the criteria, which, in this case, is Purchases (record-level evaluation).

If your segment places criteria into separate criteria blocks, each criteria block finds segment members that satisfy each criteria block. After segment members have been identified, the segment designer determines how many segment members qualified for both criteria blocks.

NOTE:  If your administrator sets up a dashboard to allow you to see the actual contacts that qualify, you can click the final segment count (at the bottom of the screen) and the dashboard appears.

For example, you might have a segment with the two criteria blocks shown in the following list:

In this example, the relationship between the criteria are evaluated at the customer level, rather than the purchase level (record level). This segment would find all customers who purchased a blue hat at any time and customers who purchased any product on December 31, 2003. For example, the segment includes customers who purchased a blue hat in February and purchased a black coat on December 31, 2003.

To select a field to add as a criteria block

1. Click a subject area near the top of the selection pane and then expand the subfolders to see the available facts and dimensions.
2. Click the fact or dimension you want to use.
3. In the Create/Edit Filter dialog box, add the filter criteria.

   For details, see the topic about using column filters in Siebel Analytics User Guide.

4. Click OK.

To set properties for a criteria block

1. In a criteria block, click Properties.
2. In the Properties dialog box, make changes to any of the following options:
   • In the Label field, type a custom caption for your criteria.
   • Cache the block for future update counts requests.

     Select this option if you want to temporarily cache the results for that criteria block. This option allows you to save time refreshing counts while designing a segment. When a block is cached, updating counts refreshes the cache when the cache is expired or does not exist. By default, the segment designer will not cache any blocks unless you explicitly check this box.

3. Click OK.

To add filters to a criteria block

1. In a criteria block, click the filter button.
2. In the Create/Edit Filter dialog box, add the filter criteria.

   For details, see the topic about using column filters in Siebel Analytics User Guide.

3. When you are finished adding filters for the criteria block, click OK.

To add a filter using an aggregate field

1. Create a new criteria block or click the filter button on an existing block.
2. Select the aggregate field such as Order Revenue from the selection pane.
3. If you want to group by another field, in the Create/Edit filter dialog box, click Add Aggregate By.
4. While the Add Aggregate By dialog box is open, in the selection pane, click the field you want to group by.

To embed a nested segment in your segment design

1. Click the My Segments or Shared Segments folder at the bottom of the selection pane.
2. Click the segment you want to add as a nested segment.

To save a new segment

1. Click the save icon in the upper right corner of the screen.
2. Select the folder location where you want to save the segment.
3. Type a segment name and click OK.

To save changes to a segment

1. Click the save icon in the upper right corner of the screen.
2. Click OK.
3. In the Save dialog box, click Yes to confirm that you want to replace the previous version.

To view the cumulative counts within a criteria block

1. Click the filter button on the criteria block.
2. In the Edit Criteria Block dialog box, click Get Counts.
3. The cumulative counts for each criterion in the criteria block appears.

   NOTE:  The starting count for the selected block is based on the cumulative count for the criteria block above your selected block.

4. When you are finished viewing the counts, click Back to Editing.
5. Click OK.

To update counts in a segment

1. In the upper right of the Edit Segment tab, click Update Counts.
2. In the Update Counts dialog box, select a refresh option.
3. If you are using the Cache option, you can also select Refresh Cache.

   Selecting Refresh Cache guarantees that you query against the most current data.

4. Click OK.