Bookshelf v7.5.3: Saving Segments as Target Group Segments

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Saving Segments as Target Group Segments

The following describes what happens when you create a target group segment and include it in a marketing program:

You create a request using the Siebel Answers screen and click the Results tab. While designing the report, you click Customize View, select the Create Segment option, and then click Finished to complete the report. You have the option to save the report for future use.

In the report, you apply filters until the filters represent the final audience. When you click the Create Segment hyperlink, the Siebel Marketing Segment screen appears.

Before stepping off the record, you must perform the following tasks so that the segment can be used as a target group segment.

Type a segment name.

Confirm that values in the Customer Hierarchy and Targeting Level fields are correct. If the administrator sets the default customer hierarchy to match the hierarchy used for Target Group Segmentation, these values automatically appear.

Confirm that the Segment is Type = Target Group. If you change the segment type to DD Segment, the application treats the segment as a criteria-based segment and the rest of this section will not apply.

When you step off the new target group segment record, the Siebel Marketing application performs the following actions:

Creates a new target group in the target group table (S_DD_TRGTGRP) in the Siebel transaction database. Descriptive information such as the date loaded, the count size for the target group, and the text of the logical SQL expression from the original report is associated with the target group.

NOTE: The Date Loaded and Count are empty at this point because the target group has not yet been loaded.

Records the Logical SQL statement from the original Analytics report in the target group table (S_DD_TRGTGRP) and displays it in the SQL field in the Target Group form in the Siebel Marketing application.

When you are ready to load the target group into the transaction database, you click the Load/Refresh button in the Segments screen. When you click Load/Refresh, the following actions occur:

The Siebel Marketing application takes the logical SQL that is stored for the target group and modifies the expression to remove all the fields from the SELECT clause. The application then inserts the required Customer IDs into the SELECT statement based on the Customer IDs that were mapped in the Customer Hierarchy view. If the target level is a higher customer level than the original report specified (for example, if the report was based on Contacts but the targeting level is Accounts), the application makes sure that all necessary customer IDs are included in the query so that deduplication can be performed.

When the SQL is prepared, the Siebel Marketing application runs the query against the Siebel Analytics Server to retrieve the customer IDs that satisfy the WHERE clause in the SQL Statement.

The list of Customer IDs resulting from the query is loaded into the target group data table (X_DD_TRGTGRPMBR) using the Analytic Adapters workflow process.

The Date Loaded and Count fields are updated to reflect the load time and number of customers included in the load.

In the Edit Segment view of the Segments screen, the criteria is updated to show that the new target group is linked to the segment.

NOTE: Target groups can be scheduled to load automatically. For more information, see Refreshing a Target Group Segment List.

After the segment with a preloaded target group is included in a program stage, you can generate a snapshot of those customers and load the campaign or campaigns.

You allocate the customers in each segment to the appropriate campaign or campaigns using the Allocation view. When allocations are complete, you select Load Campaign using the Program Flow right-click menu or the menu in the Program Explorer.