Creating Segment and Audience Plans

This chapter provides an overview of segment and audience plans and discusses how to:

• Create segment plans.

• Roll over segment plans.

• Create audience plans.

• Roll over audience plans.

Understanding Segment and Audience Plans

You can create plans for a group of accounts by creating a plan for an audience. You can roll over that plan and allocate the target values to individual accounts. For example, if an audience contains 10 contacts who work for five distinct companies (two people for each company), it creates five account plans for those five companies. It does not create 10 plans, one for each person. Similarly, you can create plans for a segment. Segment plans contain the specific goals for a segment of customers, consumers, sites, or partners. You can use PeopleSoft Marketing to create segments. A segment plan can be created only for published segments.

The difference between a segment and an audience is that segments can contain a hierarchy of segments that at the bottom level finally contains accounts. When a segment plan is rolled over from the segment to the child segment group, segment plans are created for those subsegments.

You can roll over plans multiple times; but when you do, any plan that was created in the previous rollover is set to Cancelled..

A segment plan has three main sections:

• Plan details

  Contains detailed information about the plan, including the plan type, plan start, plan end date, high-level plan objectives, and status.

• Goals

  Specifies the quantifiable results that are expected for the account.

• Plan team

  Lists the people who can view or modify the plan.

You can create a plan for a segment by accessing a segment in the Manage Audiences component (RA_CAMPAIGN_MANAGEMENT).

See Also

Creating and Managing Audiences

Creating Segment Plans

This section discusses how to create segment plans.

Pages Used to Create Segment Plans

Creating Segment Plans

Access the Segment Plan page.

The Segment Plan page is identical to the Account Plan page, except that it has the Rollover Plan button. The system displays this button when you change the status of the plan to Active. Click this button to roll over the segment plan to child segments. The Rollover Plan button appears when the current segment contains any child segments.

See Creating Account Plans.

Rolling Over Segment Plans

This section discusses how to roll over a segment plan to child segments.

Page Used to Roll Over Segment Plans

Rolling Over Segment Plans

Access the Rollover Segment Plan to Child Segments page.

Allocation Method	Specify how to allocate the target value among the child segments. Values are: # of Accounts in Segments (number of accounts in segments): The target value is assigned to a segment based on number of accounts it contains. For example, we need to distribute a 3 million USD target between two segments. The first segment has 100 accounts, and second segment has 200 accounts. In this scenario, the target value for the first segment is allocated as 1 million USD and for the second segment as 2 million USD. # of Selected Segments: The target value is distributed by number of selected segments. This distribution depends on the tree level on which the segment resides. To distribute targets from the root node of the tree, only the first level of selected segments is considered. For example, if the current (root) segment has three child segments and only two are selected, each of the selected segments is allocated a target value of 50 percent. Similar target distribution logic is implemented when you are allocating targets from first level to second level and so on. Copy as is: This method copies the target value (as it appears on the current plan) to the new plan. Set Target to 0: This method sets the target value to zero on the new plan. A user can select this value if the purpose is to create the new plan so as to enable the user to view that plan and set the target values manually.
Select Plan Status	Select Create Plans in Draft Status to create the plans with a status of Draft, or select Activate Automatically to create the plans with a status of Active.
Create Plans	Click this button to create plans for the child segments.

Creating Audience Plans

This section discusses how to create audience plans.

Pages Used to Create Audience Plans

Creating Audience Plans

Access the Audience Plan page.

The Audience Plan page is identical to the Account Plan page, except that it has the Rollover Plan button. The system displays this button when you change the status of the plan to Active. An audience plan that is in the active stage can be rolled over to the member accounts. The Rollover Plan button appears only when the current audience contains any member accounts. The system captures the rollover date and the user who rolled over the plan on the current audience plan.

You can roll the plan over only to member accounts that are in the appropriate setID and have a role that is valid for the plan type. You can roll over an audience plan multiple times as long as member accounts exist that don’t already have the plan. Users also have the option of canceling the existing plan, as long as they have appropriate access to the plan according to the dataset and edit control security.

See Creating Account Plans.

Rolling Over Audience Plans

This section discusses how to roll over an audience plan to member accounts.

Page Used to Roll Over Audience Plans

Rolling Over Audience Plans to Member Accounts

Access the Rollover Audience Plan to Member Accounts page.

Allocation Method	Specify how to allocate the target value among the member accounts. Values are: # of Accounts in Audience (number of accounts in audience): The goal target is evenly distributed and then applied to the selected members when creating a new plan. For example, the audience has 10 member accounts and the manager selects only two of them to create the plan; eight other accounts are not selected. The goal target is to increase revenue by 10 million USD. Therefore, you need to earn 1 million USD in revenue from each account. To do this, you must allocate a target value of 1 million USD for each of the two plans created. # of Selected Accounts (number of selected accounts): The goal target is distributed based on newly selected accounts and members who already have the plan. This allocation method should be used when the manager wants to target a few specific accounts in the audience. For example, the audience has 10 member accounts and the manager selects only two of them to create the plan; three members already have the plan. The goal target is to increase revenue by 10 million USD. Therefore, you need to earn 2 million USD in revenue from each account. To do this, you must allocate a target value of 2 million USD for each of the two plans created. Copy as is:This method is used primarily for allocating targets that are of Percent type. For example, the purpose of a goal is to increase customer satisfaction to 80 percent. This target should be met by all members, not just one member. Set Target to 0:This allocation method is used when the user wants to create the plan but wants to drill into the newly created plan and set the target manually.
Select Plan Status	Select the Create Plans in Draft Status option to create the plans with a status of Draft or select the Activate Automatically option to create the plans with a status of Active.
Create Plans	Click this button to create plans for the member accounts.