Siebel Analytics Server Administration Guide > Configuring Marketing Module Metadata > Setting Up Marketing Segmentation Metadata >

Creating Targeting Levels and Adding Segmentation Catalogs

Customers who have purchased the Siebel Data Warehouse version 7.7.1 will find that the Contact and Account target levels have been preconfigured.

You can create as many target levels as you need. When creating target levels and primary QLI, use the following guidelines:

• The same primary QLI cannot be associated to two different target levels.
• Any dimensional entity can be used as target level depending on the business need. For example, Asset, Order, Opportunity, Product, and so on.

If you purchased the Siebel Data Warehouse version 7.7.1, you will see that most stars in the Siebel eBusiness Application have a corresponding presentation catalog and that they have been appropriately added to the preconfigured target level.

Every target level must have a primary segmentation catalog declared. Setting a catalog to primary affects the user experience. Every time a target level is selected in the Marketing module user interface, the primary catalog is selected by default as the starting catalog for segmentation. You are not required to start the segmentation from this catalog.

For example, if the target level is Customer, a primary catalog would count all the customers in the database.

To create target levels

1. In the Administration Tool, open your repository.
2. From the menu bar, click Manage > Marketing.

   This opens a dialog box where segmentation metadata can be added.

3. To add segmentation metadata, click Targeting Levels in the left pane.
4. Right-click in the right pane and select New Targeting Level.

   A dialog box appears so you can create a new targeting level. Notice that the Target-Level tab is preselected.

5. Type the name of the target level in the Name field. A custom display name can be given to the target level by checking the Custom display name check box and adding a different string in the box next to it. This string will appear in the Marketing module user interface. The permissions button can be used to restrict the visibility of a certain target levels. Type a description in the description field.
6. To create and assign a new primary qualified list item to this target level, perform the following steps:
   1. Click New next to the Primary Qualified Item field.
   2. Type the name of the qualified list item (QLI) in the Name field.
   3. Type a description that describes the technical details of this QLI, especially information on what specifically will it be counting.

      NOTE:  For information about the Cache Information tab, see the topic about creating and mapping a Marketing presentation catalog in Setting Up Cache for Target Levels.

7. If a primary qualified list item for this target level has already been created, you associate the primary with the target level by clicking Browse and selecting the qualified list item.

Repeat this task to create each target level that you need.

To select a primary segmentation catalogs for the targeting level

1. From the toolbar, choose Manage > Marketing.
2. In the left pane, highlight Target Levels and in the right pane, double-click a target level.
3. In the Target Levels dialog box, click the Segmentation Catalogs tab.
4. To select a primary segmentation catalog, click the Segmentation Catalog tab.

   If queried from this catalog, the result is a superset of the target level.

5. In the Segmentation Catalog tab, select one of the segmentation catalogs and click Set Primary.

To add segmentation catalogs to an existing target level

1. From the toolbar, choose Manage > Marketing.
2. In the left pane, highlight Target Levels.
3. In the right pane, double-click a target level.
4. In the Target Levels dialog box, click the Segmentation Catalogs tab and then click Add.
5. In the Segmentation Catalog dialog box, click the ellipsis button.
6. In the Browse dialog box, select a presentation catalog to include in the segmentation process.
7. Click Permissions if you want to restrict the visibility of this catalog to a specified group of users or groups.
8. For the Qualifying Keys area, click Add.

   In the Qualifying Key dialog box, the Qualified List Item field contains the primary QLI. It is preselected based on the target level in the segmentation catalog that you select in Step 6. A primary QLI key is required unless the segmentation catalog uses conforming dimensions.

   CAUTION:  You should not change the preselected primary QLI, unless the catalog uses conforming dimensions.

9. Click Browse next to the Column field.
10. In the Browse dialog box, select the presentation column that represents the unique identifier of the target level.

    The list contains all the columns in the presentation catalog that you added as a segmentation catalog.

Repeat this task for every segmentation catalog that you want to add to the target level.