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Using Wildcard Searches for Segment Attributes and Fields


Using the Edit Segment's Attribute Search and Field Search functions, you can perform a wildcard search for fields or attribute level values with certain characteristics, without having to manually select individual values in the Attributes or Fields tree lists.

For example, you might want to select states whose name begins with the letter A. Using the Attributes tree pane, you might expand the folders to reach state values, and then choose individual states such as Alabama and Alaska. Using Attribute Search, you might select the state values folder, and specify search criteria of A* to automatically select qualifying states. Because you are not selecting values individually, no values appear for the attributes or fields in the Attributes Search or Fields Search lists.

Valid search characters are asterisk (*) and the number symbol (#).

Table 51 shows an example of wildcard results when searching for a State field in a Customers table.

Table 51.  Wildcard Search for Attribute and Field Values
Customers.State (values)
Wildcard Search =
V*(result)
Wildcard Search =
V# (result)
Wildcard Search VALUE= V*a
Virginia, VA, VT, Vermont, MD, Utah
Virginia, VA, VT, Vermont
VA, VT
Virginia

To perform a wildcard search for attributes

  1. From the application-level menu, choose View > Site Map > Segments.
  2. In the All Segments list, create a segment record and save it.
  3. In the All Segments list, select the segment and click the Edit Segment view tab.
  4. The segment form appears with the Attributes and Criteria panes in the lower half of the view.

  5. In the Attributes tree pane, select Attribute Search from the drop-down list.
  6. The view refreshes and the Wild Card Search entry field appears.

  7. In the Wild Card Search field, type your search criteria.
  8. In the Attributes tree pane, expand the folders to display values, and select the attribute level you want to find.
  9. Click Add.
  10. The attribute, including the search criteria is moved to the Criteria workspace.

  11. When you have finished defining your segment criteria, click Validate & Save.

To perform a wildcard search for fields

  1. From the application-level menu, choose View > Site Map > Segments.
  2. In the All Segments list, create a segment record and save it.
  3. In the All Segments list, select the segment and click the Edit Segment view tab.
  4. The segment form appears with the Attributes and Criteria panes in the lower half of the view.

  5. In the Attributes tree pane, select Field Search from the drop-down list.
  6. The view refreshes and the Wild Card Search entry field appears along with the Fields tree list.

  7. In the Wild Card Search field, type your search criteria.
  8. In the Fields tree pane, expand the folders to display values, and select the check box for the field you want to find.
  9. Click Add.
  10. The field value, including the search criteria is moved to the Criteria workspace.

  11. When you have finished defining your segment criteria, click Validate & Save.

 Siebel Marketing Guide 
 Published: 23 June 2003