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About Segmentation Approaches

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When creating a segment, you save it as one of the following segment types:

Target Group Segment (Target Group). You can use this method if you install and use Siebel Analytics to create marketing segments. For more information see Siebel Analytics Installation and Configuration Guide.

This type of segment allows marketing users to create and save a list of customers or prospects who qualify for a set of analytics criteria (report filters). By creating a target group segment, you can save the list of customers from a report and use that list in any segment for any marketing program. When using a target group segment in a marketing program, customers are selected when the target group is loaded. When you create a segment from an Analytics Dashboard, the type of the segment defaults to Target Group. For more information, see Saving Segments as Target Group Segments.

Criteria-Based Segment (DD Segment). Use this method when you plan to use the snapshot process to perform the full segment evaluation.

This type of segment creates segments in the Marketing application using boolean criteria. When using a criteria-based segment in a marketing program, customers are selected when the snapshot is generated by applying the segment criteria. When you create a new segment in the Segments screen, the Segment Type defaults to DD Segment.

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