Configuring Derived Attribute Lookups

Derived attributes are attributes whose value is not captured from contacts, but it is derived by applying lookups or formulas to other existing attribute values. Derived attributes allow you to populate contact information without asking each contact to provide that specific information. For example, to assign contacts to a sales region or district, which is internal information that the contact would not be likely to know, create derived attributes based on state, province, or country to populate the derived attributes of the district and region. The lookups used to derive attributes are called derived attribute lookup tables. For example, a lookup table for cities and their postal codes in the United States might have the following values.

Key	Value
Abbeville	36310
Abernant	35440
Adamsville	35005
Addison	35540

Another use of attribute lookups is to provide a list of choices that map to a smaller set of answers. For example, you can ask: Does prospect have budget? You might want values of Yes or No, but the attribute question asked on the Web form can be values presented as dollar ranges, as follows:

Key	Value
$100,000 - $300,000	Yes
$301,000 - $500,000	Yes
$501,000 - $750,000	Yes
Don't know	No

To configure a derived attribute lookup

1. Click Admin in the upper-right corner of the screen.

2. In the Response Management section, click Derived Attributes Lookups.

   A list of the existing derived attribute lookups appears.

3. Click Create Lookup.

   The New Lookup screen appears.

4. Fill in the Lookup Name, Code, and Description fields.

5. Upload the CSV file by clicking the Browse button.

   You can load only 20,000 records during one import session.

6. Select the file, and click Open.

7. If applicable, click the Does File contain a Header Row check box.

   This marks the first row of the file as the header. If you do not select this option, Oracle CRM On Demand Marketing considers all the rows as records.

8. Click Next.

   The Validation screen displays the number of records and the first 10 rows of the file and lists any errors that have been encountered while importing data. The error types include:

   • Failed parsing

   • Exceeded column length

   • Missing key or values

9. To display details about any errors, click the More link.

10. Do one of the following:

    • If there were no errors or after errors are corrected, click Done on the Confirmation Screen.

    • If errors occurred, you can edit the lookup configuration by clicking the Edit icon.

      On the Edit Lookup screen, you can select the file mode. You can either append a file or replace the existing file by uploading a new file.

      Selecting Append from the File mode appends the records of the new file to the existing file. The import process checks for duplicate values and removes them. Selecting Replace All replaces all the records in the existing lookup file.

11. To export the lookup file, click the file name under the Lookup Name section, and then click the Export link.