Print      Open PDF Version of Online Help

Working with Other Applications > Using Segmentation Wizard > Creating Segments

Creating Segments

When you create a segment, you first specify the type of segment that you want to create. Then, you set up filters to define the segment, enter a name for the segment, and generate the segment from Oracle CRM On Demand records.

The following procedure describes how to create a segment.

Before you begin. Make sure the filter values that you enter match those in the records you want to include in your segment. For more information on filtering lists in Oracle CRM On Demand, see Working with Lists.

NOTE: The Segmentation Wizard does not support multiselect picklist fields.

To create a segment

1. Open the Segmentation Wizard (Excel) template file.
2. In the Target Builder toolbar, click Manage Segments.
3. If prompted, select any options to enable macros.
4. If prompted, sign in using your Oracle CRM On Demand email address and password.
5. In the Manage Segments window, click New.
6. In the New Segment window, select the type of segment:
   • Dynamic. Allows you to save the criteria for the segment, and refresh the segment with the latest information from Oracle CRM On Demand.
   • Static. Allows you to initially filter a list of contacts, and then selectively choose which contacts to include in the segment.
   • External. Allows you to use an external list of data (external CSV file) to retrieve a list of contacts from Oracle CRM On Demand. This segment type allows you to base your segments on a third-party file that you might have purchased or extracted from other internal data systems.

     Segmentation Wizard generates the segment by matching records in Oracle CRM On Demand with the records in your CSV file. You can specify the fields that you want to use when matching records.

7. (Dynamic or Static segments types only) Set up the filters to apply to the different record types in the Set Segment Filters window.

   NOTE: Filter values for numeric fields must be entered without using separators for thousands, and must use a period (.) as the decimal separator. For example, enter 1000.50 for one thousand and fifty cents in a U.S. currency field.

   1. Click the tab corresponding to the record type for the first filter.

      When setting filters on any record type, contacts that are linked to records meeting those criteria are included in the segment.

   2. Select the Field, Condition, and Filter Value to define the first filter.
   3. Repeat Step a and Step b until you have defined all your filters for this segment.
   4. Click Save Segment.
8. (External segment types only) Set up the segment as follows:
   1. In the External List window, specify the type of records that the external list contains, and specify if you want to apply additional contact filters.
   2. In the Find External List window, select the CSV file.
   3. In the External List window, select the fields that you want Segmentation Wizard to use to determine matches between the CSV file and the Oracle CRM On Demand fields, then map the fields from your CSV file to the corresponding Oracle CRM On Demand fields, and click Save.
9. In the Save Segment window, enter a name for the segment, and click Save.

   Segmentation Wizard generates a contact list of records that meets all the criteria you set up. The list appears in a newly created worksheet with the label you used as your segment name.

   NOTE: When Segmentation Wizard generates the segment, it returns only those records that you have access to in Oracle CRM On Demand.

10. (Optional, Static segments only) Select or clear contacts in the List Members window, and click Save.

The following procedure describes how to refresh a dynamic segment.

NOTE: When you refresh a dynamic segment, the segment is overwritten and cannot be restored.

To refresh a dynamic segment

1. Open the Segmentation Wizard (Excel) template file.
2. In the Target Builder toolbar, click Refresh Segment.
3. In the Refresh Dynamic Segments window, select the segment.
4. Click Refresh.

The following procedure describes how to update a dynamic or static segment.

To update a dynamic or static segment

1. Open the Segmentation Wizard (Excel) template file.
2. In the Target Builder toolbar, click Manage Segments.
3. Select the dynamic or static segment that you want to update.
4. Click Edit.
5. Do one of the following:
   • For Static Segments, select or clear contacts in the Select Segment Members window.
   • For Dynamic Segments, update the filters.
6. Click Save.

Segmentation Wizard generates the segment using the newly defined criteria.