Siebel Ondemand 3

CRM OnDemand

Siebel CRM OnDemand Segmentation Wizard Guide Release 8 July 2005

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Contents

Siebel CRM OnDemand Segmentation Wizard Guide 1

Chapter 1:

Siebel CRM OnDemand Segmentation Wizard

Starting Segmentation Wizard Creating Segments 6

Uploading Segments 8

Exporting Segments 8

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Index

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Siebel CRM OnDemand Segmentation Wizard

The Segmentation Wizard allows you to define contact segments based on multiple record types. You can generate the lists based on a combination of account, contact, opportunity, and service request fields, which result in multi-dimensional customer lists for targeting campaigns. You can create these segment types:

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Dynamic segment. With a dynamic segment, you can refresh the list again and again. The filters saved with the dynamic segment are then reapplied to the records in OnDemand, updating the list to include newer records. The new list overwrites the previous list of contacts.

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Static segment. With a static segment, you are preserving the resulting list as a snapshot. With a static list, you can also manually select the contacts to include in the list. You cannot refresh a static list.

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External Segment. With an external segment, you can define a contact list based on data from an external system or source. The Segmentation Wizard finds OnDemand records that match the external list of data and returns linked contacts.

Additionally, Segmentation Wizard allows you to:

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Export segments as CSV files

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Upload segments as campaign recipients into OnDemand

Before you begin. Segmentation Wizard is an Excel-based application that is delivered as an Excel file. Contact Siebel Customer Care to receive a copy of Segmentation Wizard.

Example Scenario Your marketing team is holding a marketing event in Germany for executives in the automotive sector. The event will allow executives at your company to assist in closing large active opportunities before the end of the quarter. To generate this segment, you would apply these filters: Contact Job Title = President Account Location = Germany Account Industry = Automotive Opportunity Sales Stage = Negotiation Opportunity Revenue > € 1,000,000 The resulting segment would be a list of contacts in OnDemand that met all the criteria you defined. For example, in addition to meeting the job title criterion (President), the contact record must also be linked to account and opportunity records that met the criteria for those record types.

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Starting Segmentation Wizard To receive the Segmentation Wizard, contact your customer care representative. The representative will provide you with the URL for downloading the application.

Creating Segments When you build a segment, you first specify the type of segment you want to create. Then you set up filters to define the segment. After that, you enter a name for the list and generate it from OnDemand records. Before you begin. Make sure the filter values you enter exactly match those in the records you want to include in the segment lists. For more information, see the “Limiting Records Displayed” topic in the OnDemand online help. NOTE: Filter values for numeric fields must be entered without thousands separators and must use "." as decimal separators. For example, enter 1000.50 for one thousand and fifty cents in a U.S. currency field.

To create a segment 1

Open the Excel template file.

2

Click the Manage Segments button in the toolbar.

3

If prompted, select any options to enable macros.

4

If prompted, sign in using your OnDemand email address and password.

5

In the Manage Segments window, click New.

6

In the New Segment window, select the type of segment:

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Dynamic. Allows you to save the criteria for the segment and refresh the segment with the latest information from OnDemand

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Static. Allows you to initially filter a list of contacts and then selectively choose which contacts to include in the segment.

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External. Allows you to use an external list of data (external CSV file) to retrieve a list of contacts from OnDemand. This allows you to base your segments on a third party file you might have purchased or extracted from other internal data systems. Segmentation Wizard generates the segment by matching records in OnDemand with the records in your CSV file. You can specify which fields you want to use when matching records.

7

For Dynamic or Static segments types, set up the filters to apply to different record types in the Set Segment Filters window:

a

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.

b

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Select the Field, Condition, and Filter Value to define the first filter.

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c

Repeat Step a and Step b until you have defined all your filters for this segment.

d

Click Save Segment.

For External segment types:

a

In the External List window, specify the type of records the external list contains and specify if you would like to apply additional contact filters.

b

In the Find External List window, select the CSV file.

c

In the External List window, select the fields you want Segmentation Wizard to use to determine matches between the CSV file and the OnDemand fields. Then map the fields from your CSV file to the corresponding OnDemand fields, and click Save.

In the Save Segment window, enter a name for the segment, and click Save. The Segmentation Wizard generates a contact list of records that meet 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 OnDemand.

10 (Optional) For Static Lists, select or clear contacts in the List Members window, and click Save. To refresh a dynamic segment NOTE: When you refresh a segment, the previous segment is overwritten and cannot be restored.

1

Open the Excel template file.

2

Click the Refresh Segment button in the toolbar.

3

In the Refresh Dynamic Segments window, select the segment.

4

Click Refresh.

To update a dynamic or static segment 1

Open the Excel template file.

2

Click the Manage Segments button in the toolbar.

3

Select the dynamic or static segment to update.

4

Click Edit.

5

Then you can do one of the following:

6

a

For Static Segments, select or clear contacts in the Select Segment Members window.

b

For Dynamic Segments, update the filters.

Click Save. Segmentation Wizard generates the segment using the newly defined criteria.

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Uploading Segments You can upload the list you created from Segmentation Wizard to OnDemand. When you upload a segment, the application links the contacts in the list to a campaign in OnDemand. The contacts appear in the Recipients section on the Campaign Detail page. Before you begin. In OnDemand, create the campaign you want to link to the segment.

To upload the segment 1

Open the Excel template file.

2

Click the Upload Segments button in the toolbar.

3

In the Upload Segments window:

a

Select the segments you want to upload.

b

Select the campaign for this segment.

c

Select the delivery status for the recipients you are uploading.

The value you select appears in the Delivery Status column in the Recipients section on the Campaign Detail page.

d

Click Upload.

NOTE: You can upload up to 10,000 recipients to a single campaign.

Exporting Segments You can export the segment as a CSV file. This allows you to distribute the file to third parties.

To export a segment 1

Open the Excel template file.

2

Click the Manage Segments button.

3

In the Manage Segments window, select the list.

4

Click Export.

5

Move the fields you want to include to the Selected Fields area, and arrange them in the order

you want.

6

Click Export.

7

In the Save As window, name the file and save it to the location you want.

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Index

No Index available for this guide.

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