Siebel Marketing Guide > Defining Attributes and Buckets >

Creating Attribute Hierarchies


Use the Attribute Hierarchies view to create ordered groups of attributes based on defined attribute families and member attributes. The Attribute Hierarchies list displays the predefined hierarchies that are available to you. The Attribute Hierarchy Levels list shows the rollup of attribute levels within each hierarchy.

Attribute hierarchies are built in two stages. First, you define a hierarchy and specify the attribute family from which you will be drawing attributes. Then, you define a hierarchical order (sequence) of up to nine levels.

NOTE:  Siebel Marketing does not prevent you from adding more than nine.

The benefit is that you can define an attribute family once, and from it create multiple attribute hierarchies with as many as nine levels. Each attribute level can occur only once in a hierarchy.

To create an attribute hierarchy

  1. From the application-level menu, choose View > Site Map > Marketing Administration.
  2. Click the Attribute Hierarchies view tab.
  3. In the Attribute Hierarchies list, create a new record.
  4. Complete the necessary fields, using the following list as a guide, and save the new hierarchy.
  5. Field
    Comment
    Attribute Family
    Click the Attribute Family select button. In the Pick Attribute Family dialog box, select the attribute family from the list. Click OK.
    Description
    (Optional) Type a description.
    Filters
    Click the Filters select button to view a read-only list of filters that use this attribute.
    Name
    Type a unique name for the attribute hierarchy.
    Number of Levels
    This field is automatically completed when you pick hierarchy levels, and save the record.

To specify attribute levels in the hierarchy

  1. From the application-level menu, choose View > Site Map > Marketing Administration.
  2. Click the Attribute Hierarchies view tab.
  3. In the Attribute Hierarchies list, select the hierarchy for which levels will be added.
  4. In the Attribute Hierarchy Levels list, create a new record.
  5. A new row appears, and the Sequence field automatically registers the order of the level.

  6. In the Attribute Hierarchy Levels field, click the arrow and select an Attribute Level from the list.
  7. The list includes available levels within the selected Attribute Family. Each Attribute Level can occur only once in an hierarchy.

Repeat this procedure to add additional levels in order. The levels appear in the order in which you add them.

To resequence levels

CAUTION:  Deleting an attribute hierarchy also removes every reference to it, including segments and filters, from Siebel Marketing. Delete with care to avoid unintentional loss of data.


 Siebel Marketing Guide 
 Published: 23 June 2003