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Determining Analytics Criteria Setup Processes
Siebel Marketing uses Siebel Analytics to create segments by matching each analytics criterion to a Marketing field or a custom measure. The following is a list of the two setup processes:
- Enable a field for retrieval. To make it possible for an analytics criterion to match a field, you must enable the field for retrieval.
- Set up a custom measure. To allow an analytics criterion to match a custom measure, you must set up the custom measure.
This section provides guidelines to help you determine the appropriate setup process for each criterion. Perform following tasks:
- Identify the data type and SQL operator for each criterion.
- Use Table 21 to determine the setup task you should perform.
NOTE: The combinations of data types and SQL operators shown in Table 21 are the only combinations supported for Visual Segmentation.
Table 22 contains one example for each supported combination of data type and SQL operator.
Performing the Setup Processes
When you have determined the setup task, you perform one of the following setup processes:
Enabling the Fields for Data Retrieval. Use Enabling Data Retrieval for Field Values to enable fields for data retrieval.
Setting Up Custom Measures. Use Creating Measures to create custom measures. Create the custom measures based on the following steps:
- Define a bound measure on the field.
- Determine the customer hierarchy and the targeting level for each segment in which the component will be used.
- Determine the aggregate function to be used for each targeting level.
NOTE: Aggregate functions for custom measures depend on data in the field and other business requirements. For details, see Aggregation and Restrictions for Custom Measures.
- Create a custom measure based on the bound measure for each of the targeting levels using the appropriate aggregate function.
The Description field for each custom measure must exactly match the Reference Name of the field used to define the underlying bound measure.
Table 23 contains examples of setting up custom measures:
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Siebel Marketing Guide, Version 7.5, Rev. A Published: 18 April 2003 |