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Siebel Life Sciences Guide > Planning Calls > End-User Procedures >

Creating and Applying Target Lists

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Targeting is an extension of querying. In targeting, end users save the results of queries in a target list and then apply those saved lists to other views within the system. A target list can consist of either a set of contacts or accounts and can be applied to any view that contains contacts or accounts. For more information on targeting, see Targeting and the business scenario Users Create Target Lists.

To create a target list, users must perform these steps:

Create and save a target list. Users must create a query to locate the contacts or accounts they want to target. Saving a target list gives the query a descriptive name and optionally allows the user to capture the creation date. For more information, see To create a target list.

NOTE:  A saved target list consists only of contacts or accounts that matched the query criteria when the query was performed. Remember to periodically re-create your target lists to include contacts or accounts who were added after the target list was saved, or whose data has changed since the target list was saved.

Apply target list to other views. Once saved, users can apply a target list in any view which contains contacts or accounts, including forms, charts, and some dialog boxes. For more information, see To apply one or more target lists.

For example, a user could create a target list of contacts using one of the views in the Targeting screen, apply it to a view in the Contacts screen, and then print a report on those contacts. Or, a user could use the target list to generate a list of meeting invitees in the Activities screen. In this second example, the user would apply the target list in the Add Invitees view tab. For more information, see Setting Up a Meeting.

NOTE:  In order to enhance system performance, logging for targeting is disabled by default. To enable logging for targeting, locate the Pharma Targeting Detail and Pharma Targeting Header business components in Siebel Tools and set the Enable Log Changes property to TRUE.

To create a target list

Navigate to the Targeting screen.
From the Show drop-down list, select Contact Attributes.

NOTE:  If Contact Attributes is not the view you want to use, make another selection from the Show drop-down list. To target contacts, select Contact Attributes or Contact Profiles. To target accounts, select Account Attributes or Account Profiles.

In the Contact Attributes form, click Query.

The application clears all fields in all forms.

Enter your query criteria in the appropriate fields of the Contact Attributes and Rx Consumption forms.

NOTE:  Remember that the more fields in which you enter query criteria, the longer the query will take to execute. Also, entering a query condition that is too general may also lengthen the query execution time.

In the Contact Attributes form, click Go.

The application returns the query results in the Target Contacts list.

Click the save target list button.

NOTE:  The save target list button is located in the row of buttons next to the history button.

In the Save Target List dialog box, enter a unique name (up to 50 characters long) in the Target Name field and click Save.

CAUTION:  If you enter a name already in use, the previously saved target list will be overwritten without warning.

The application saves the target list.

NOTE:  The saved target list includes only those records that matched the query criteria when the query was generated. You should re-create your target lists periodically, since data may have been modified, or new contacts or accounts may have been added since you created the target list. For example, you must re-create your target lists after a territory realignment.

To delete a target list

NOTE:  This procedure can also be used in any Siebel Life Sciences view that supports target lists and in which the Save Target List command is available from the Edit application-level menu.

Navigate to the Targeting screen.
From the Show drop-down list, select the type of list you want to delete:
To delete a list of contacts, select Contact Attributes or Contact Profiles.
To delete a list of accounts, select Account Attributes or Account Profiles.
From the application-level menu, choose Edit > Save Target List.

The Save Target List dialog box appears.

In the Save Target List dialog box, select the target list you wish to delete and click Delete.

Target lists can be applied in any Siebel Life Sciences view in which the Apply Target List command is available on the Edit application-level menu. Typically, users apply target lists to lists that display contacts or accounts. However, they can also apply them to forms and dialog boxes from which they select contacts to populate a field.

To apply one or more target lists

Navigate to the view or dialog box in which you want to apply the target list.
Click the apply target list button.

NOTE:  The save target list button is located in the row of buttons next to the history button.

The Apply Target List dialog box appears.

In the Target Name field, select one or more target lists and click one of the following:
Intersection. Click Intersection to retrieve only those records common to all the selected target lists. For example, if List 1 contains A, B, and C, and List 2 contains B, C, and D, the resulting list will contain only B and C, which are common to both target lists.
Union. Click Union to retrieve all records from all the selected lists. For example, if List 1 contains A, B, and C, and List 2 contains B, C, and D, the resulting list will contain A, B, C, and D, the combination of both target lists.

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