Siebel Marketing User Guide > Marketing Segments and Segment Trees > Creating and Editing Segment Trees >

Splitting Segments or Branches

Use the Split/Sample option to split any segment or tree branch into smaller groups. As you split or sample, the resulting branch will always be the same size or smaller than the parent branch.

You can select from the following sampling methods:

• Random selection. The Random method selects a purely random subset of members based on the percentage or count you add for this method. For random selection, you are not required to select a field.
• Nth selection. The Nth method will split the branch into N number of equally sized groups. The selection is based on the sequence with which the records are returned from the database. For example, if you select N = 4, the branch would be split into 4 equally sized groups representing 25% of the original group. For this method, you are not required to select a field.
• Ranked. The Ranked method will sort the members of the branch by a field you select and let you choose the top or bottom portion of the ranked list. For example, if you Rank by Total Customer Revenue, you can select the top 10% of the customers with the highest revenue.
• N-tiles. The N-tile method will sort the members by a field you select and then split the list into equal sized groups. For example, you might create quartets or deciles based on Total Customer Revenue.
• Values. Similar to instructions for creating filters in segment criteria blocks. For information about adding a filter using an aggregate field, see Adding Criteria Blocks to Segments.

To select a field for splitting or sampling criteria

1. Click the action button for the tree branch that you want to split or sample.
2. In the menu, choose Split/Sample.
3. In the Apply Split/Sample dialog box, select the sampling method you want to use.

   NOTE:  The contents of the dialog box changes when you select different sampling methods.

   The available subject areas and fields appear in the selection pane. The list of subject areas is based on the target level for the segment tree.

4. In the revised Apply Split/Sample dialog box, complete the fields.
5. Click the subject area that contains the field you want.
6. Click the folders to expand the subject area.
7. Click the field name.

To create random samples

1. Type the number of groups you want to create (1 to N).
2. Select whether you will define the group sizes by Percentage or Count.
3. Type your percent or count for each group.

   The sum of the percentages cannot exceed 100%.

4. Click OK.

To create Nth samples

1. Type the number of groups you want to create (N).
2. Click OK.

To create ranked samples

1. Select the field to rank by from a subject area in the selection pane.
2. Type the number of groups you want to create (1 to N).
3. Select whether you will define the group sizes by Percentage or Count.
4. Type your percent or count for each group. Note that the sum of the percentages cannot exceed 100%.
5. Click OK.

To create N-tile samples

1. Select the field to use for the N-tile from a subject area in the selection pane.
2. Type the number of groups you want to create (1 to N).
3. Select whether the top group has the lowest or highest values for the selected field.
4. Click OK.

Using the Values Sampling Method

Instructions for creating Values samples uses instructions that are similar to creating filters in segment criteria block. For information about adding a filter using an aggregate field, see Adding Criteria Blocks to Segments.