Siebel Marketing Guide > Defining Filter and Segment Criteria > Building a Criteria-Based Segment >

Creating a Criteria-Based Segment

Use the following procedure to create a segment record and use the Edit Segment view to specify segment criteria. Do not use segments without defining criteria.

To create a criteria-based segment

  1. From the application-level menu, choose View > Site Map > Segments.
  2. In the Segments list, create a new record.
  3. Type a name and description for the segment.
  4. Accept the default source code (record ID) or type a new, unique source code for the segment.

    5. The segment source code can be used in the Source Code format for the marketing program.

  5. Click the Customer Hierarchy select button.
  6. In the Pick Customer Hierarchy dialog box, choose a hierarchy and click OK.

    7. You cannot change the customer hierarchy after the segment is saved.

  7. Click the Targeting Level select button.
  8. In the Pick Targeting Level dialog box, choose a level from within the selected hierarchy and click OK.

    9. You cannot change the targeting level after the segment is saved. The selected level determines the availability of buckets and custom measures (at the selected targeting level or higher). For example, if you have a primary (top) level called Customer and a secondary (lower) level called Account and you select the Targeting level, only buckets and measures at this level are available. If you select the secondary level, Account, buckets and measures at the Customer and Account levels are available.


 Siebel Marketing Guide 
 Published: 23 June 2003