This chapter covers the following topics:
An audience, in marketing terms, is a group of people who can be targeted for a campaign or an event. They meet a common criteria, and can be addressed for a specific purpose such as customer retention, cross-sell, or the launch of a new product.
In Oracle Marketing, you will use the Audience Workbench to work with and manage lists for your marketing activities. From the Audience Workbench, tasks for audience management (commonly known as list management), includes:
Working with Lists, Segments, Workbooks, SQL queries, and List Imports using the Audience Workbench.
Creating and managing Person (B2C) and Organization (B2B) records using the Person and Organization tabs.
There are several objects that you will use when you work with audiences in the Audience Workbench. This section gives you a brief overview on each of them.
A list is a group of customers or prospects who meet specific user-defined criteria. A list is always static. For example, from a given database, a list is created on 12-December-2003 consisting of high income customers with kids living in San Francisco. The list contains 1000 records. On 13-December-2003, there are 50 additions to the high income category of customers in the database. However the list, being static, continues to hold only the original 1000 entries.
A list template is a set of conditions that has been defined by the administrator for the purpose of creating a list. Two types of list templates are available: the Natural Language Query (NLQ) template and the Parameterized SQL template. The NLQ template allows you to specify the query conditions in a format that is similar to the way you speak or converse. The Parameterized SQL template displays query conditions as a list of parameters whose values you can enter directly.
Segments are groupings of customers satisfying strategic or tactical business rules or criteria. A segment is dynamic. For example, if a segment is associated with a target group in a campaign schedule, those customers meeting the segment criteria will be included in the list at the time of generation. Therefore, a segment always reflects the latest data in the database. For example, from a given database, a Segment is created on 12-December-2003 consisting of high income customers with kids living in San Francisco. The Segment contains 1000 records. On 13-December-2003, there are 50 additions to the high income category of customers in the database. The Segment now contains 1050 records.
Workbooks are created within Oracle Discoverer and contain user-defined selection criteria for customers/prospects. A workbook can have a single or multiple worksheets. A worksheet can be used as criteria for the generation of a list.
Additional Information: See also My Oracle Support Knowledge Document 2277369.1, Oracle E-Business Suite Support Implications for Discoverer 11gR1.
You can use Structured Query Language (SQL) as another method to store specific criteria that you can dynamically use to create a list.
This is the process used to import external data, such as a purchased or rented prospect list, into the Oracle Customer Model (TCA).
A Target Group is associated with campaign activities to specify the customers or prospects to target. You can define a target group based on list templates, lists, segments, workbooks, or SQL.
A person is an individual consumer that your business interacts directly with.
An organization is a business or company.
An organization contact is a person who acts on behalf of or in the context of an organization.
The Audience Dashboard is the home page of the Audience Workbench for users with an Audience User responsibility. On the dashboard, you can monitor the performance and metric trends of your lists, view the distribution of lists across the various purposes, and quickly navigate to other functionalities such as creating or updating a list. The functional flow for the tasks that a marketer can perform from the Audience Dashboard is as follows:
Search for lists. See Personalizing Views in the Audience and Campaign Workbenches for details on the Search functionality provided in Oracle Marketing.
Monitor the effectiveness of your lists such as top or bottom performing lists
Examine metric trends for your lists
View your list distribution by purpose and most recently updated lists
Use shortcuts to navigate to the Campaign Workbench (depending on your responsibility)
Create, delete, copy, split, merge, or modify lists
The Audience Dashboard contains five main bins: List Effectiveness Report, List Metric Trend Chart, Active Lists by Purpose, My Recent Lists, and Shortcuts.
Topics in this section include:
The information displayed within this bin is based on the view selected. The lists appearing are associated with the target groups of active campaign activities. The Top and Bottom Performing Lists are out-of-the-box views. These two views are based on the number of leads the list has generated over the period of time specified in the view. The top performing lists will be displayed by default.
The list effectiveness is measured based upon the following metrics:
Responses
Leads
Opportunities
Booked Order Count
Booked Order Amount
Invoiced Revenue
You can personalize your view to display the appropriate metrics, but additional metrics cannot be added to the list effectiveness bin.
You can modify what is displayed in the summary, and how the information is displayed by personalizing the view. The Personalize feature provides the following options:
General Properties: You can change the name of the view, specify the number of rows to be displayed in a tabular summary, and provide a description for the view.
Column Properties: You can choose the columns to display in the tabular summary, and the order in which they should appear.
Sort Settings: You can choose three columns to sort on, and specify the sort order.
Search Query: You can specify the query based on which the summary is displayed. Note, you can determine which list trend chart to show by selecting a value for the List Metric Trend Chart here.
See Personalizing Views in the Audience and Campaign Workbenches for the procedure.
The information displayed by the List Metric Trend Chart is based on the view selected in the List Effectiveness bin. The lists appearing are associated with the target groups of active campaign activities. The metric trends chart bin displays a graphical view of the trends for lists corresponding to specific metrics. You can evaluate the effectiveness of your lists over a time period.
You can personalize your view to display the appropriate metrics, but additional metrics cannot be added.
Note: If the profile value for the application is set for ADA compliance, a table with the corresponding information is displayed above the metric trend chart.
You can select the metrics and the time lines to be used for the display in the Personalize definitions of the List Effectiveness bin. For example, if you wish to view the Leads Trend chart for the last 5 days, you must select the metric value as Leads and the Time Period as 5 Days in the personalize page of the List Effectiveness bin.
The metric values that you can select from include:
Leads
Contact Group Size
Responses
Opportunities
Booked Orders
Booked Revenue
Invoiced Revenue
The Time Periods you can select from include Last 5 Days, Last Month, Last 3 Months, Last 6 Months, Last Year, Last 2 Years, and Last 5 Years.
See Personalizing Views in the Audience and Campaign Workbenches for the procedure.
The Active Lists by Purpose bin displays a pie chart that depicts the distribution of the active lists by purpose. Some seeded purposes are Cross Sell, Up Sell, Customer Acquisition, Customer Retention, or any other purposes defined by your administrator. If you are the logged in user, only your lists that are in the Available status are considered for display. Each purpose is displayed in a different color and the lists available for each purpose are displayed as a percentage. For example, if you own ten lists and four of them are for the Cross Sell purpose, then Cross Sell purpose is indicated as 40% in the pie chart.
The My Recent Lists bin at the bottom of the Audience Dashboard displays details of your recent lists in descending order based on the last date of update. You can change the sort order to ascending by clicking the Last Updated Date column heading. By default, five lists are displayed.
The information displayed includes List Name, Audience, Purpose, Status, and Last Updated Date and provides you with summary data of your recent lists. You can do the following from the My Recent Lists summary if the list is in Available status:
Click the list name hyperlink to view the list details. You can then update the details, such as the objective.
Click the View Entries icon to view the members of a list
Click the Create Schedule icon to navigate to the Create Campaign Activity page of the Campaign Dashboard where you can create and launch a marketing activity with the list as the Target Group. The Create Campaign Acivity icon is enabled only if the list entries are available.
The Shortcuts bin is displayed on the top right corner of the Audience Dashboard and contains a list of links that you can click to perform specific tasks or navigate to other audience functionality. The links available may vary as per the responsibility with which you log in to Oracle Marketing. The links are:
Create List - Click to create a list.
Lists - Click to navigate to the Lists Overview page from where you can manage the lists that you have access to.
Search List - Click to display Search Lists page of the Audience tab. You can enter the First Name, Last Name, and so on to search for a specific member, and view the lists that the member is part of.
Import - Click to display the Imports page of the Audience tab. You can use the import process wizard to import a purchased or rented list or any other list from an external data source. You can then use the imported customer data to generate a list.
Segments - Click to display the Segments page of the Audience tab where you can define and modify the criteria for generating segments of customers for whom specific marketing activities can be initiated.
Discoverer - Click to launch the Oracle Discoverer tool in a separate window. You can define the conditions of your list in Oracle Discoverer and include them while generating lists.
Additional Information: See also My Oracle Support Knowledge Document 2277369.1, Oracle E-Business Suite Support Implications for Discoverer 11gR1.
Organizations - Click to search for customer organizations and view organization overview information.
Persons - Click to search for customers who are individuals and view person overview information.
The following links are in the Related Links bin:
Predictive Analytics - Click to view the Predictive Analytics Overview page.
Campaign Workbench - Click to navigate to the Campaign Dashboard page where you can create and launch a campaign activity for specific target groups. This shortcut is displayed only if your current responsibility has access to it.
Reports - Click to view a selection of reports.
Audience Administration - Click to navigate to the Audience Administration Dashboard. As an administrator, you can create and manage list templates and data sources from the Administration Dashboard.
Using the Natural Language Query (NLQ) template, conditions can be specified just as you would naturally think of them. You can define your selection criteria by selecting the operator and the corresponding value for each condition. Following is a sample query to generate a list of customers who may be interested in buying high-end electronic toys in the state of California for their children. This is what the query template will look like:
Customers whose state of residence is name_of_state And whose annual income is greater than amount And have children is yesno
In the above example:
is, is greater than are the operators you can enter by clicking on the link
name_of_state, amount, and yes/no are the values of the condition that you can enter by clicking on the link
The words and phrases not underlined are the pre and post text included in the selection to make it readable
The word "and" is supplied by the system
The following is an example with values selected for the above template selection. If necessary, operators can be changed. In the example, the "is greater than" operator has been changed to "is between".
Customers whose state of residence is California And whose annual income is between 50000 and 95000 And have children is Yes
You can associate single or multiple values with an operator.
Examples
To target only the CIOs of an organization, you will enter the condition as:
Contact Job Title is CIO
To target customers in the states of California and Michigan, you will enter the condition as:
State is California, Michigan
Similarly, you can associate multiple values with the "is not" operator.
For numeric values, you can select "equals" or "not equals" as the operators.
Examples
To retrieve customers whose age is 18, you will enter:
Age equals 18
To retrieve customers whose age is 18 or 21, you will enter:
Age equals 18, 21
To retrieve customers whose age is neither 18 nor 21, you will enter:
Age not equals 18, 21
Navigation: Audience Workbench > Create Lists
Enter a name for your list, select an audience, and a purpose.
Select Standard from the List Creation Method region.
Select a Standard template, using the search icon, to base your query on.
Click Continue.
Any mandatory and/or default conditions defined for the template that you have chosen is displayed. Mandatory conditions cannot be removed.
Click the hyperlink on the operator and condition value to modify it.
Repeat this step until all conditions are filled. You must fill in all the conditions.
Click Modify Selections, to add or modify the selection conditions.
You can add more conditions. However, the selections displayed is restricted to your template definition.
Click Recalculate, to view the projected running total when the list is generated.
The Recalculate button will be displayed only if the administrator has enabled the Recalculation functionality.
Note: The recalculation process may take some time. Please wait till the process is complete.
The projected running total number gives you an idea of how many records will finally be selected when the list is generated.
Click Options, to define what to include or exclude from the list.
Click SQL Statement, to view the SQL statement for this query.
Click Finish, to save the selections.
The Generation subtab appears. At this point, you have only defined the list selection criteria.
Click Generate List
Note: The list generation process may take some time. Wait until the list is generated and its status is Available.
Click the Entries subtab, to view the entries in the list.
The list entries can be viewed only if the list is generated successfully and its status is Available.
Optionally, choose the Add Entries Action in the Entries subtab, to add entries to the list manually.
For more information on adding manual list entries, see Adding Manual List Entries.
Click the Charts subtab, to view charts of distribution of entries according to the selected conditions.
The charts can be viewed only if the list is generated successfully and its status is Available.
Click the Notes subtab, to create or view notes.
The Parameterized SQL List template is based on a SQL statement with parameters provided by your administrator. The selection parameters are presented, and you must enter the values for the parameters while creating the list.
In the Parameterized SQL template, the selections are displayed as a list of parameters whose values you can enter directly. For example, if the purpose for the list is Cross Sell and the selected list template is Cross Sell Based on Orders, the parameters to be specified can be Product, Cross Sell Product, Date of Purchase, Order Amount Greater Than, and Contact Job Title.
Note: The condition between the parameters will always be AND when using the parameterized SQL.
Navigation: Audience Workbench > Create List.
Enter a name for your list, select an audience, and a purpose.
From the List Creation Method region, select Standard.
Using the search icon, select a Parameterized SQL template to base your query on.
Click Continue.
The Selections region displays the parameters defined for this template.
Enter values for the parameters, or select them from a drop-down list or a list of values.
To define what to include in or exclude from the list, click List Options.
For more information on List Options, see Understanding List Options.
To view the SQL statement for this query, click SQL Statement.
Click Finish.
The page refreshes, and the Generation subtab appears. At this point, you have only defined the list selection criteria. The list must be generated before proceeding. For more details on generating a list, see Generating Lists.
Optionally, to view the list generated based on your query, click Preview Entries from the Selections tab.
Note: The result for this action may take some time. Please wait till the process is complete.
Optionally, to view the number of entries in the list, click Preview Count from the Selections tab.
Note: The result for this action may take some time. Please wait till the process is complete.
Note: You can preview the list size only if the administrator has enabled the recalculation functionality. See Understanding Recalculation for more information.
To view the entries in the list, click the Entries subtab.
The list entries can be viewed only if it is generated successfully and is in the Available status. For information on other options in this subtab, see Managing Lists.
Optionally, to add entries manually to the list, choose the Add Entries Action in the Entries subtab. For more information on adding manual list entries, see Adding Manual List Entries.
To view charts of how the entries are distributed based on the selected conditions, click the Charts subtab.
The charts can be viewed only if the list is generated successfully and is in the Available status. For more information, seeViewing Customer Attribute Charts for a List.
To create or view notes, click the Notes subtab.
Advanced list creation offers unlimited flexibility to create lists. You can create a list based on different Source Types. The source type can be a list, segment, Oracle Discoverer workbook, custom SQL, or an imported list. For each source type, you can select an instance of the source type and base the new list on it.
Additional Information: See also My Oracle Support Knowledge Document 2277369.1, Oracle E-Business Suite Support Implications for Discoverer 11gR1.
When using advance methods, it is possible to include a combination of source types to arrive at a complete list. If you are a knowledgeable SQL user, you can also formulate your own SQL query to create a list.
When a source type is selected, it is displayed in the Selections area. You can select multiple lists with a combination of source types. The selected source types are displayed in a tabular format. The columns of this table are described below:
Action: You have a choice of three- Exclude, Include, and Intersect.
Choose Include when you want to add the entries to the final list you are creating.
Choose Exclude when you want to remove the entries from the final list you are creating.
Choose Intersect when you want to include only the common entries with other include entries to the final list.
When there are multiple source types selected, some prospects may be members of more than one list. In such a case, you can decide which list the common members must be included or excluded from. Sometimes, you can choose to intersect with another list. As a result, only common members will be selected as part of the resultant list.
Note: Only the Include action is available for the source type in the first row.
Name: Displays the name of the source type that you selected. The name is a hyperlink that you can use to navigate to the details page.
Type: Displays the source type of the object selected. It could be List, Segment, Workbook, Import, or Custom SQL.
Size: Displays the size of the list, segment, or import selected. The size information will help you decide how many records you actually want in your list. Because a segment is dynamic, the size will only be as current as the last time the segment was refreshed. The size column will only display values for a list, an import list, and a segment.
% Requested: You can enter a value to indicate what percentage of the selected object must be included when your list is generated. Based on the percentage, a random selection of records is included in the list. This option is applicable only for the Include and Intersect actions.
Dedupe Rank: When multiple objects are selected for list creation, and you have selected Include as the Action, you can enter a number to indicate from which object a record must be included, in case duplicates of the record exist in more than one location. For example, if List1 and List2 are two lists you have included for your list generation and you specify Dedupe Rank as 1 for List1 and Dedupe Rank as 2 for List2, if a record is found to exist in both lists, the record from List1 will be included in the final list because List1 has higher rank than List2.
# of Duplicates: Displays the number of duplicates that were identified in the selected object during list generation. Duplicates are identified based on the deduplication rule.
Running Total: Displays the number of records included. After each Include operation, the deduplication rule is applied and the resulting number of records are cumulated. For example, if you select two lists and both are Include operations, the Running Total for row one will the number of unique records from the first list and the Running Total for row two will be the cumulation of the unique records of row one and unique records of row two. To display the Running Total, click the Recalculate button. The running total does not take into account the deduplication rule when the Recalculate button is clicked.
Delta: Displays the difference between the Running Totals of the current row and the previous row.
Use the following procedure to create a list using an existing list, segment, workbook, imported list, or SQL.
Navigation: Audience Workbench > Create List.
Enter a name for your list, select an audience, and a purpose.
From the List Creation Method region, select Advanced.
Click Continue.
In the Selections region, from the Add drop-down list, select the source type for your list. Only sources of the same audience are displayed when you click the Go button for the steps below.
To create a list from an imported list, select Import List, and click Go. To import a list, see Importing a List.
To create a list from an existing list, select List, and click Go.
To create a list from an existing segment, select Segment, and click Go. To create a segment, see Creating a Segment.
To create a list from a Discoverer workbook, select Workbook, and click Go. For more information on workbooks and how to create them, see the Oracle Discoverer User Guide.
Additional Information: See also My Oracle Support Knowledge Document 2277369.1, Oracle E-Business Suite Support Implications for Discoverer 11gR1.
When creating workbooks in Oracle Discoverer, certain mandatory identifiers must be selected for list creation based on such workbooks to be successful. The following table lists these mandatory identifiers:
Business Area | Folder | Mandatory Identifier |
---|---|---|
Audience Workbench Organizations | Organization Details | Include Organization Details |
Audience Workbench Organizations | Organization Contact Details | Include Organization Contact Details |
Audience Workbench Persons | Person Details | Include Person Details |
The rest of the folders represent child data sources and cannot be used to define workbooks independently. For workbooks in these folders, the mandatory identifier columns from the parent folder are needed for list generation to be successful.
To create a list using a SQL query, select SQL, and click Go. See Creating a Custom SQL to create a custom SQL statement.
One or more of the above sources can be used to create a list.
To Include, Exclude, or Intersect entries in a list source, select the appropriate option from the Action column.
This first action must always be Include.
To calculate the number of entries from each source, click Recalculate.
If the recalculation functionality is enabled, a concurrent request is submitted to calculate the number, and the request ID is displayed. You must return to this list at a later time to view the result. See Understanding Recalculation for more information.
To change the order of the sources, click Reorder. Using the up and down arrows, reorder your selections and click Apply.
To delete a list source from the selection, click the icon from the Delete column.
To define the list deduplication or limit the size of the list, click List Options.
For more information on List Options, see Understanding List Options.
Click Finish.
The page refreshes, and the Generation subtab appears.
Use the Generation subtab to generate the list. See Generating Lists for more information.
Click the Entries subtab to view the entries in the list.
The list entries can be viewed only if it is generated successfully and is in the Available status. For information on other options in this subtab, see Managing Lists.
Optionally, to add entries manually to the list, choose the Add Entries Action in the Entries subtab. For more information on adding manual list entries, see Adding Manual List Entries.
Click the Charts subtab to view how the entries in the list are distributed based on selected attributes.
The charts can be viewed only if the list is generated successfully and is in the Available status. For more information, see Viewing Customer Attribute Charts for a List.
Click the Notes subtab to create or view notes.
You can create a list using a Discoverer query that is launched from within the Oracle Marketing application, and a list manager can create and manage workbooks and worksheets needed for list management purposes. For more information on creating lists with Discoverer, see the Oracle Marketing Implementation Guide.
Additional Information: See also My Oracle Support Knowledge Document 2277369.1, Oracle E-Business Suite Support Implications for Discoverer 11gR1.
While creating a list using the Advanced method, you can create a custom SQL statement. If you are a knowledgeable SQL user, you have the flexibility to create your own query. Unlike a template, you do not have any restrictions, and can generate any kind of lists.
Prerequisites: Knowledge of SQL
Notes
At least one master type data source key should exist in your select statement. A sample statement is given below:
Select 'PERSON_LIST', AMS_PERSON_DETAILS_ V.party_id from AMS_PERSON_DETAILS_V where rownum < 100
Note: The SQL statement cannot contain "Order By" or "Group By" clauses within it.
When a list is generated, customer records satisfying the list conditions are populated in the list. A list can only be generated after all the conditions have been specified. The amount of time it takes to generate a list depends on several factors such as the size of the database and the system environment condition at the time a list is being generated.
You can also choose from three Generation Type options:
Full Refresh: Choosing this option will result in a new list, if the list is generated for the first time, or remove all previous entries and replace with new entries if the list has previously been generated. If you regenerate a list after adding manual entries to it using the Full Refresh option, you will lose the manual entries and may have to add them again.
Append New Records: In this mode of list generation, all the list entries and information about those entries from the previous generation will be retained. New entries that meet the specified selection criteria will be added to the existing list. Using this generation type could result in the list entries and information about those entries not matching the selection criteria completely.
Update Attributes Only: In this mode of list generation, if any modifications are made to the customer attributes in the corresponding data source or Audience, those changes are updated within the list entry records. For example, if the Audience is Organization Contacts and changes are made to the customer attributes in the Oracle Customer Model (TCA), the latest information about the entries will also be updated in the list. Using this generation type could result in the list entries and information about those entries not matching the selection criteria completely.
When you are satisfied with the conditions specified for the list, you can choose to schedule it for generation. A list can be generated immediately or at a future time. For generating at a future time, the system defaults to 12am the next day. For example, if the system date is 07/17/03, list generation is scheduled for 07/18/03 at 12:00 a.m. You can choose to change the default date and time for list generation.
As a list is being generated, the system logs messages in a log that you can view to track the progress of list generation. Additionally, when the status of a list changes, the system logs the change in the log. Log messages are stored in descending order of date, that is, the latest log message is at the top of the list; you can reorder the log to display it in ascending order of date.
Use the following information to specify the generation type and time to generate a list.
Prerequisites: You must have specified the conditions for the list.
Notes
Generation Type: Use this drop-down list to specify how you want to generate the list.
If you wish to view the status of the list generation, refresh this page by clicking the Refresh button on the browser. The list status does not change on its own. This is particularly useful if you have chosen to generate the list immediately.
You can add entries manually to lists from the Audience Workbench or using the Target Group functionality for campaign activities. For lists created based on the seeded data sources - Organization contacts and Persons - you can manually search and add customers from TCA to the corresponding list or target group.
The following business scenario demonstrates the need to add entries manually to an existing list.
Example
A marketing campaign is planned to up sell laser printers to existing ink jet printer customers. The target audience for this campaign includes decision makers in Fortune 5000 companies located in the United States. In addition to the target list created using this condition, marketers would also like to manually add one or more customers that they know have recently purchased ink jet printers, but whose information has not yet been captured within the order management systems. Marketers can use the manual list entries addition feature to add these customers to the list. These manually added customers may or may not necessarily satisfy the target selection (decision makers in Fortune 5000 companies) but are potential buyers based on the marketer's knowledge of these customers.
Navigation: Entries subtab of the List Details page
Notes
You can add manual entries to lists that have been created based on the seeded data sources, Organization contacts or Persons.
You can add manual entries after a list is generated successfully and is in the "Available" status.
Manual entries may or may not satisfy the basic conditions used to create the list.
For repeating activities, when manual list entries are added, the target group of the first instance of the schedule is regenerated.
When you search for records within TCA, only Active records will be considered.
You can sort the entries using the Manual Entries column.
For manual entries, list options are applied as follows:
Deduplication Rules: If any of the entries you manually add already exists in the list, deduplication rules will ensure that these entries are not included in the list.
Size Restrictions: Because of a manual list entry, if a list is exceeding any specified maximum list size or random x% of records, the manual entry will not be included in the list.
Any manual entries added to the target group are eligible to be selected in the control group. If you do not want your manual entries to be selected for the control group, then add the manual entries after the control group selection is complete. See Defining Control Groups.
After a list is generated, you can view the entries it retrieved, modify its conditions, split a list into two or more lists, merge two lists, and so on. You can manage lists from the List Summary and detail pages.
Sections include:
You can export a list to:
share it with external parties who may not have access to the application
modify it offline and import it back into the application
A list is exported in the form of a single .csv file. The columns in the file include the currently displayed columns for the list and all Enabled columns, whether they are displayed or not.
Only generated lists with entries in them can be exported.
The Charts page helps you to understand and quickly analyze grouping of the customer within your list. You can decide based on the chart analysis if adjustment to the selection criteria is required. Four charts can be displayed at one time. The chart can be of Pie, Column, or Bar format.
Your administrator can specify which attributes to chart as well as define the default chart format to display. You can select different attributes and different chart types for display and analysis if the default does not suit your need. For example, in a B2B scenario, you may want to analyze the customer distribution by industry in a list and in a B2C scenario, you may wish to understand customer distribution by household incomes.
The administrator can also define chart ranges for the attributes. For example, for the chartable attribute Household Income, the administrator can define chart ranges as follows - Less than 50000, Between 50000 and 100000, Between 100000 and 250000, and Greater than 250000. When you view the chart, list entries are grouped on these ranges.
Notes
Only those attributes that are defined as Chartable by the administrator will be available in the drop-down list.
When an attribute is selected, the page refreshes to display the chart based on the new attribute.
You can also split the list based on a selected attribute.
Lists may need to be split into smaller lists for campaigns that have multiple phases, each designed to target customers with slightly different profiles. Splitting a list results in significant time saving as compared to generating them separately. For example, for an electronic toys product launch campaign, a list containing high income customers in California may need to be split to generate a list of high income customers with children and without children.
When you split a list, multiple lists are created from it. You can split a list using one of the following three methods. The entries for the new lists are chosen randomly.
Split by Percentage: You must enter the percentages based on which the split lists will be created. For example, if the original list contains 1000 entries, and you indicate that it must be split into two lists, with the first list containing 75% of entries and the second 25%, it results in the first list containing 750 entries and the second list 250 entries.
Split by Number: You must enter the actual sizes of the resulting lists as numbers. For example, for a list containing 1000 entries, you can indicate that the first list will contain 750 and the second will contain 250 entries.
Split by Attribute: You can select the attribute based on which the list will be split. For example, you can choose to split the original list based on the Industry attribute resulting in a set of lists, each containing the entries for a particular industry.
Only those attributes that are defined as Use for Split by the administrator during data source definition are available for splitting a list. A list can be split based upon the attribute LOV or chart definition.
For example, for the Industry attribute, the list of values may be Automotive, Health Care, and IT. The split lists will be one for each industry.
For the Attribute Household Incomes, a chart range may be defined. The chart ranges defined may be Less than 50000, Between 50000 and 100000, Between 100000 and 250000, and Greater than 250000. The original list will be split into four lists, with each chart range being the condition for the split for the respective list.
For more information on data source definition, see the Oracle Marketing Implementation Guide.
Notes
Select Generate List for Others to create a separate list called Others to contain any records that have null values or no matching values for the chosen attributes.
Select Generate List with Zero Counts to create the list even though no records match the selection criteria.
To be able to split a list, the list must be generated and must have entries in it.
If you have chosen to split by attribute, only those attributes that are defined as Use for Split by the administrator during data source definition are available for splitting a list.
Click Preview Count to see the counts for your entered percentages or selected attributes.
By default, the application allows you to split a list into five. You must add more rows if you are splitting the list into more than five.
The split lists are created as individual lists.
You cannot split an archived list.
When you split a list with the status of Scheduled, all the child lists are automatically scheduled to be generated. A workflow is started to generate the split child lists.
When two or more lists are merged, a single list is created. Only lists that are already generated, have the same audience, and are in the Available status can be merged.
The final merged list may not contain the sum of the individual lists. This is because the records with the same Party ID are automatically deduped. This is in addition to using the dedupe rule. In this case the whole is not always equal the sum of the parts.
Notes
To merge two lists, both the lists must be generated, and must have entries in it.
% Requested: If you require some entries from each list to be merged, enter a percentage number for each list.
You can choose to delete one or more lists. If a list is used in a Campaign or Event schedule, and the schedule is still active, the list, as an independent object cannot be deleted. However, the list can be removed from the schedule.
When you choose to create a campaign activity from the Lists page, the creation of a new campaign activity is launched, and the entries in the selected list become candidates of the target group. When the target group is generated, the entries may be a smaller set after suppression criteria and fatigue rules are applied.
When you create a campaign activity from a list, the list's Purpose will automatically become Campaign Activity. You can create a campaign activity from a list only if the list contains at least one entry.
To create a campaign activity from a list, click the icon from the Create Campaign Activity column in the Lists page.
Market segmentation identifies groups of customers, or prospects that satisfy business-defined strategic or tactical criteria. For example, a car manufacturer may need to identify different types of consumers based on lifestyle preferences to segment their car buying market accordingly. Once segments are identified, marketers may develop specific marketing programs that will uniquely target each segment.
Segmentation criteria can be saved and used as the basis for list, or target group generation. For example, a segment could be defined for Credit Card dormancy, based on the date of the last customer purchase transaction.
Segments can be created using either a Oracle Discover workbook, or a SQL statement. Unlike a list, which has a fixed set of entries, the entries within a segment may differ over time as customers and prospects migrate in and out of the segment as they satisfy/dissatisfy the business criteria on which the segment is based.
The segment summary page displays all the segments that you have created within Oracle Marketing. You can personalize the attributes on this page by clicking the Personalize button.
Segments can be organized into a segment hierarchy, in which each child segment contains a subset of the entries in their parent segment.
Consider the following example:
Segment A: All customers in the organization's customer database
Segment B: High income families
Segment C: High income families with kids
Segment B is defined as a child segment of Segment A, and Segment C is a child segment of Segment B.
The segment hierarchy for the above example is depicted in Table Segment Hierarchy Example.
Segment Name | Segment Criteria | Segment Count | Segment Hierarchy | Segment Condition |
---|---|---|---|---|
Segment A | All Customers | 100,000 | N/A | N/A |
Segment B | High income families | 25,000 | Child Segment of Segment A | Intersection of Segment B and Segment A |
Segment C | High income families with kids | 10,000 | Child Segment of Segment B | Intersection of Segment C and Segment B |
When you create a segment, you can either choose to base it on an Oracle Discoverer Workbook or write your own SQL statement. If you choose Workbook, the associated SQL statement for the Workbook is displayed in the SQL section. This SQL statement is not editable. If you choose SQL, you must enter the SQL statement in the SQL text field.
Additional Information: See also My Oracle Support Knowledge Document 2277369.1, Oracle E-Business Suite Support Implications for Discoverer 11gR1.
Notes
Parent Segment: To create a segment hierarchy, select a parent segment. The current segment definition will be a child of the selected parent segment.
Type:
If the Type is Workbook, click the Search icon to select a Workbook.
If the Type is SQL, enter a data source name, and then enter a SQL statement in the SQL field.
The initial status of the segment will be Draft. The Available status implies that the segment is available for lists and target groups. The Cancelled status implies that the segment is not available for lists and target groups.
Additional Information: See also Oracle E-Business Suite Support Implications for Discoverer 11gR1, My Oracle Support Knowledge Document Doc ID 2277369.1.
A valid SQL query (from Oracle Discoverer Workbook or directly typed in Oracle Marketing) must meet the following conditions.
The query statement must be formatted correctly.
The setups that map the results of the segment to a list must be complete.
The query must contain a data source code for mapping. The code for a data source is entered by the administrator while creating it.
The query must contain a unique identifier for the data source.
The query must contain Country if Address 1 is included.
The query must not contain Order By or Group By clauses within it.
If the query contains an alias, the alias must be the same name as the data source view name. This is essential for generating lists based on such segments.
A minimal SQL statement for creating a list will be:
Select '<data source code>',<unique identifier> from <data source object>
In the above example, if the data source's code is 'EXAMPLE_DS', the correct segment query will be:
select 'EXAMPLE_DS', party_name, party_id from hz_parties
Note: Do not enter ; at the end of the SQL statement.
When a segment query is not valid for list generation, the following error message is displayed:
"Error: Cannot create list based on this segment. Please recheck the sql segment"
For the query to execute correctly and create a list with entries in it, a data source is required.
This is the process used to import external data, such as a purchased or rented prospect list, into Oracle Trading Community Architecture.
Oracle Marketing offers a list import process, enabling marketers to map an external data source, such as a purchased or rented list, or an existing customer database, to destination target fields either within the Oracle Customer Model or a staging area within Oracle Marketing (for rented lists).
The List Import feature enables you to enrich your customer data with purchased lists and also consolidate the customer data from legacy systems. This feature facilitates the importing of:
Prospects for marketing campaigns
Customers into the Oracle Customer Model (TCA)
Leads for following up by Oracle TeleSales
Event registrants for processing in Oracle Marketing's event module
The list import process imports records (in .csv or .xml format) from a client desktop, server or an ftp site. For additional details of importing from a server or FTP site, refer the Oracle Marketing Implementation Guide.
The list import process is in the form of a wizard that guides you through the process of importing a rented or purchased list of prospects. The steps in the wizard include:
Selecting the Import Type (Persons, Organization Contacts, Leads, Event Registrants)
Specifying the location of the file
Mapping the fields between the source file and the destination columns (for a list of fields that can be imported, refer to the Oracle Marketing Implementation Guide)
Importing the list import table with the source data
Once the records have been imported, they can be used for campaign or event target group generation.
During the import process, you can specify if the source for the import data is from a Rented or Purchased list. Table Rented Vs Purchased Lists highlights the difference in processing for these two sources.
Rented List | Purchased List |
---|---|
Data stored within a staging area (AMS_LIST_ENTRIES) in Oracle Marketing | Data stored within the staging area and are added to the Oracle Customer Model (TCA) |
Dummy, inactive records created in Oracle Customer Model (TCA) for the corresponding records | Corresponding customer information is inserted into the Oracle Customer Model (TCA) |
Rented records are purged based on usage or expiry date | Purchased records are not purged and are maintained within the Oracle Customer Model (TCA) |
For information on Importing a List, see the section titled Importing a List in the Oracle Marketing User Guide. The information includes:
Importing Using the List Import Wizard
If there is an error during list import, then the status of this import will be “Error” (if no import records were successfully imported) or “Incomplete-Errors” (if some of the import records were successfully imported). You can drill down into the import results to obtain additional information about the errors (for example number of error records, number of duplicate records).
Additionally, within the context of a list import error results, the Search feature enables you to query results based on certain key attributes such as first name or last name.
For information on how to handle list import errors, see the section titled List Import Errors in the Oracle Marketing User Guide. Information includes:
Import Errors
The list import wizard walks you through the process of importing a rented, purchased, or other lists.
Prerequisites
Log into Oracle Marketing with the appropriate responsibility, and access the Audience Dashboard.
Click the Import link from the Shortcuts bin.
Click Create to start the Import Wizard.
Select the Import Data Type.
By default the Organizations, Contacts, Addresses option is checked.
If you select Event Registrations, ensure that you pass the registration source type code and not the meaning for the lookup. Refer Oracle Marketing Implementation Guide for a list of event registration sources.
You can either click Next to continue the import process or you can click Setup to configure the default import mapping and the fields that are to be exposed during Import Preview.
If you click Next, then proceed to step 6 of this procedure.
If you click Setup:
Specify the default import mapping for .csv or .xml files. By specifying this default mapping for an import type, you do not have to configure the mapping during the list import wizard process. The default import mapping for an import data type will be automatically applied to the import process.
From the Preview Selection region, select the fields that are to be exposed during the import preview, by selecting the Available Fields to the Exposed Fields section.
Click Apply to apply the changes.
Click Return to return to the import wizard.
On clicking Next to continue the import process, the Import Step 1a: Definition page appears.
Enter a unique name and description for the Import.
In the Source File region, select the location for the source file.
Choose Client if the source file is located on your computer, and click Go to browse for the location of the source file.
Choose Server if the source file is located on a server.
It must be located in the directory specified by your System Administrator. Refer to the Oracle Marketing Implementation Guide for additional information for server side imports.
Choose FTP to specify an FTP address for your source file.
Also provide your user name, password (to access the file) and the file name.
Select the Character Set for your import source file.
By default this is set to 'Western ISO-8859-1”. You can also choose from European (ISO-8859-2), Japanese (SHIFT-JIS), and so on.
Specify the column delimiter for your source file.
By default this is set to “Comma”. For a .csv file, choose Comma.
Select the Field Enclosed By for your source file.
By default this is set to "Double Quotation". For a .csv file, choose Double Quotation.
Select the File Header Exists check box, if the file has a header row.
When you check this, make sure that the first line of your file has the column headings (field names).
Select a deduplication rule that needs to be applied while generating this import.
The deduplication rule will directly be applied only on the source file that is being imported. The deduplication rules can be configured by your System Administrator.
Check the Use Word Standardization check box to apply Word Standardization Rules on the import data.
Word Standardization is used in the deduplication process. For example, when the Word Standardization is checked, the words "Street" and "St." are treated the same. The Word Standardization rules can be configured by your System Administrator.
Click Next to proceed to the next step of the import wizard.
Enter Additional Details for the import:
Select the source for your import.
Enter a Vendor and Cost. These are optional entries.
If you choose a Rented List as your source, you must enter either an expiration date or the number of uses.
Number of Uses: The number of uses for a rented list is based on the number of campaign schedules that are made Active using a particular rented list.
Expiration Date: You need to run the AMS: Purge Imported List concurrent program to purge the entries of the Rented List after the expiration date. If the source chosen is other than a rented list, this is an optional entry.
Click Next to save and continue the import process.
The Import Mapping page appears. If a default mapping has been specified through the Import Setup, then this page will not be displayed.
In the Import Mapping section, you can specify the mapping between the source fields to target fields.
You can load an existing mapping to map the source and target fields. This is beneficial if the source file has to be imported regularly.
You can also manually map the source and target fields and enter a unique mapping name in the Save New Mapping field. This will create a reusable mapping that can be loaded using the"“Load Existing Mapping" field.
To do the mapping, select an item from the Source Fields column and the corresponding item from the Target Fields column, and click > to move the field mapping to the Mapping: Source => Target column.
Continue until all desired fields are mapped.
To remove an existing field mapping, highlight the item mapping in the Mapping: Source => Target column and click the <.
This removes the field mapping. For a complete listing of the Target Fields that are available, refer to the Oracle Marketing Implementation Guide.
See the Preview field for the data from the import file.
Click Next to save the changes on this page and move to the next step of the import process. If a name for the new mapping is provided, then the new mapping will be saved.
The Import Step 3: Review page appears.
Review the import information.
In the General region, you can specify the error threshold number for this import.
The Error Threshold identifies the maximum number of errors that can occur during list import. For example, if Error Threshold = 100, it implies that there can be a maximum of 100 errors before the list import stops processing additional import records. Records prior to the error threshold being reached will be imported using the regular import logic.
To update existing records, select the Record Update box.
The list import process uses the existence checking rules to match the records in the import source file to the Oracle Customer Model (TCA). If a match is found, then the customer record in the Oracle Customer Model (TCA) is updated with additional information from the source file. If this field is cleared, then the import source file records are inserted into the Oracle Customer Model (TCA) even if a match exists between the Oracle Customer Model (TCA) record and the import source file.
To validate the data, select the Validate Data box in the Validate region.
For example, date fields can accept data only in the date format, data for a field with a list of values should contain one of the values specified, and so on.
To automatically generate a list upon import, select the Generate a List upon Import box.
By default, this check box is selected. You must provide the List Name. By default, the List Name has the same name as the Import name. You can overwrite the default List Name.
To preview the data being imported, click the Preview button.
The fields that are displayed in the Preview page are based on the “Exposed Fields” that are set up in the Import Setup page. By default, the mandatory fields are always displayed as part of the Preview page
After reviewing the details on this page, click Import to begin the import process.
A confirmation page appears.
Click Finish to return to the Import Summary Page where the import results can be viewed.
Optionally, click New Import to import data from a new source file.
If there is an error during list import, then the status of this import will be “Error” (if no import records were successfully imported) or “Incomplete-Errors” (if some of the import records were successfully imported). You can drill down into the import results to obtain additional information about the errors (for example number of error records, number of duplicate records).
Additionally, within the context of a list import error results, the Search feature enables you to query results based on certain key attributes such as first name or last name.
For information on how to handle list import errors, see the section titled List Import Errors in the Oracle Marketing User Guide. Information includes:
Import Errors
You have a selling relationship with a person or organization, regardless of whether anything has been purchased or serviced. A selling relationship can be established simply by negotiation terms that will be used if you later sell products. You create lists, segments, and target groups from a data source of Persons in a Business to Customer (B2C) scenario and a data source of Organizations in a Business to Business (B2B) scenario.