Oracle® Marketing Segmentation Guide


What's New in This Release


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Installing and Administering Segmentation and List Generation

Installation Guidelines for the Marketing Module

About Mapping Segmentation Metadata

Setting Up Marketing Module Parameters in Oracle BI

Verifying Database Privileges for the Marketing Module

Setting Permissions for Marketing Server Groups

Administering Configuration Keys for the Marketing Module

Managing Marketing Jobs

Managing Cache in the Marketing Jobs Console

Managing Marketing Defaults

SOAP Calls for Marketing

deleteResultSet Method

getCounts Method

prepareCache Method

purgeCache Method

saveResultSet Method

writeListFiles Method

getPromptedColumns Method


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Designing Marketing List Formats

Acceptable Characters in Marketing Configuration Entries

About Designing Marketing List Formats

Designing Marketing List Formats

List Format Column Properties and Formatting Options

Editing the Layout of Column Contents

Previewing a Marketing List Format

Adding Marketing List Format Headers and Footers

Options for Marketing List Formats


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Configuring Marketing Module Metadata

About Marketing Segmentation Metadata

Terminology Used for Marketing Metadata

Setting Up Marketing Segmentation Metadata

Create Segmentation Catalogs for Physical Star Schemas

Assign an Implicit Fact in the Segmentation Presentation Catalog Property

Creating Target Levels and Adding Segmentation Catalogs

About Setting Up Cache for Target Levels

Setting Up Cache for Target Levels

Enable Sampling for the Target Level

Setting Up Saved Result Sets for Target Levels

Setting Up the Marketing List Catalogs

Setting Up Conforming Dimension Links

Setting Up Marketing Qualified List Items

Controlling Marketing Vendor List Query Details


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Using Marketing Segments and Segment Trees

About the Segment Designer

Creating Segments in Segment Designer

Adding Criteria Blocks to Segments

Saving Result Sets for Marketing Segments

Segment Advanced Options

About Segment Tree Designer

Creating and Editing Segment Trees

Splitting Segments or Branches

Constraining List Data for a Segment Tree

Adding or Removing Constraints to the Eligible Audience

Segment Tree Advanced Options

About Prompted Segmentation

Scenario for Using Simple Prompted Segmentation

Scenario for Using Prompted Segmentation for Nested and Eligible Audience Segments

Manage Marketing Contact Planning Rules

About Contact Planning Rules

Creating, Modifying, and Deleting Contact Planning Rule Categories and Types

Applying Contact Planning Rules to Segments

Applying Contact Planning Rules to Segment Trees

Executing Contact Planning Rules

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Oracle® Marketing Segmentation Guide Copyright © 2010, Oracle and/or its affiliates. All rights reserved. Legal Notices.