Oracle^® Marketing Segmentation Guide > Using Marketing Segments and Segment Trees > Manage Marketing Contact Planning Rules >

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

You can use the following procedures to create, modify, and delete contact planning rule categories and types.

To create contact planning rule categories and types

1. Open the marketingwebexpressions.xml file, located at:

   <OBIEE_INSTALL_DIR>\instances\instance1\config\OracleBIPresentationServicesComponent\coreapplication_obips1.

2. Add the Contact Planning Rules Attributes section to create the specific contact planning rule category and type.

   For example:

   <WebExpression name="treatmentChannel.E-Mail" usequotes="true">

   <messageKey>kmsgMktgGovRules</messageKey>

   <display>Channel</display>

   <default>Email</default>

   <context>ContactPlanningRules</context>

   <width />

   </WebExpression>

3. Create a contact planning rule segment (for example, CallCenter Rule), and place it in a shared folder.
4. In the Oracle BI Administration page, click Manage Marketing Defaults.
5. Click the Contact Planning Rules tab.
6. Complete the fields to map the contact planning category and type to the contact planning rule segment.

To modify or delete contact planning rule categories and types

1. In the Contact Planning Rules tab, remove the contact planning rule segment that is mapped to a specific category and type.
2. Open the marketingwebexpressions.xml file, located at <OracleBIData>\web\config.
3. In the Contact Planning Rules Attributes section, modify or delete the WebExpression section for this category and type.

   NOTE:  This category and type will not appear in the UI if deleted from the file.

   For example:

   <WebExpression name="ProductType.Internal" usequotes="true">

   <messageKey>kmsgMktgGovRules</messageKey>

   <display>Product Class</display>

   <default>Internal Product</default>

   <context>ContactPlanningRules</context>

   <width />

   </WebExpression>