Siebel Marketing Guide > External Data Mapping > Setting Up Target Group Segment Tables and Joins >

Mapping the Customer Hierarchy for Target Groups

After Creating Joins for Target Groups, you can map the customer hierarchy. For more information about mapping a customer hierarchy and targeting levels, see the related topics in this chapter.

To create a customer hierarchy

  1. From the application-level menu, choose View > Site Map > Marketing Administration > Customer Hierarchies.
  2. In the Customer Hierarchies list, create or select the customer hierarchy you want to use for Target Group Segments.

    3. This example uses an Account - Contact hierarchy.

  3. Select the check box in the Default column to make it your default customer hierarchy.

    4. NOTE:  There can be only one default customer hierarchy.

  4. Modify the targeting levels for target group segments.
    1. In the Targeting Levels list, type or select values for the fields in Table 23 at the end of this procedure.
    2. In the Mappings list, add a field mapping to the customer Id field in the Subject Area table, for example, "Accounts"."Account ID".

      3. Repeat Step 4 for each targeting level, adjusting the values in Table 23 to match the corresponding table aliases and customer IDs.

Table 23.  Field Values for Modifying Targeting Levels
Field Name
Description
Analytics Columns
This is the column from the Analytics Subject Area that contains the Customer ID, for example "Accounts"."Account ID".
Default
Select the check box in the Default column to assign the default targeting level.
There can be only one default targeting level.
Target Group Column
This is the Name column from the S_DD_TRGT_GTP table, for example, "Account Group"."NAME".
Target Group Data Table
Type the X_DD_TRGTGRPMBR alias, for example "Target Group Accounts". Use the drop-down list to select the table.


 Siebel Marketing Guide 
 Published: 23 June 2003