Segment Wizard

Does anyone have the Segment Wizard downloaded? With the MetaLink down, I can't get to it. Thanks in advance.

Hi Bob,
Below are fields with which list is generated in sementation wizard. Is there any way to change it. It does'nt show postcode/zip code value which is required by my client.
Row_ID
First Name
Last Name
Email Address
Work Phone
Address 1
Address 2
Address 3
City
State
Province
Country
Thanks VK

Similar Messages

Campaign Recipient Load from Segmentation Wizard

Good morning,
I have watched the Webinar on Segmentation wizard many times...it CLEARLY says that the upload tests for duplicates...but it CLEARLY ALLOWS dupliates to be loaded to a campaign. Can someone clarify its ability to do so?
It also seems that if you massage the data (I added a column to test for dups) and then deleted it....I then got an error trying to upload the recipients...."i do not have access to the contacts"....when I created a new list without adding and deleting the column...I did not get the error...
Finally, the Contains None of the Values....should EXCLUDE the values in the filter...as a contains...well....I said "contains none of the values" aol.com and it returned 425 records with email that contains aol.com (this was the only criteria for the query)....please assist.
Debbie

Thank you for the submitting the inconsistency with the training material and the system. When you say that "contains none of the values" you are telling me it only works explicitly? The documentation also says that the contains should find all instances where "aol.com" exists...obiviously one cannot list each individual email.
Thank you.

How do you add results columns in Segmentation Wizard?

Every time we do Segmentation Wizard we get the same fields - First, Last, Email, Phone, Address. We would like to add Title and Owner to the list. Thank you.

To the best of my knowledge you can't, but why would you? If you only want contacts owned by a specific user, add that to the segmentation filter. Same with title.

Email Marketing, Mail Merge, Segmentation wizard documentation

Hello folks,
Pls. anyone knows where I can get any documentation on all or any of the 3 subjects above ? I tried metalink unsucessfully...
Txs. for any hints.
Antonio

None of these need any configuration.
Email Marketing - Once you have your EMOD agreement signed with oracle, your sys admin will be able to set up individual Email marketing admins and from there you will be able to design your email campaigns
Mail Merge and Segmentation Wizard - this is a word/Excel document with Web services built in that will perform the functions. You can get it from the Metalink - you click on Knowledge and search for them.

Error after clicking New Segment in Segmentation Wizard

I can use Segmentation Wizard when connected with my login (administrator role).
When using another login for the Lead Generation people (lead role), I do get an error after clicking New Segment.
Maybe the role needs a specific privilege so that the user can use the Segmentation Wizard ?
Txs. for any help.
Antonio

Antonio, I would recommend that you contact CRM On Demand customer care in reference to this issue.

Segmentation Wizard seems to have a glitch when updating the result set

Hi,
has anyone noticed some inconsistency when you create a new segment, retrieve the results then you manually go and remove some of them then upload them to a planned campaign.
i queried for all contacts for a company and it resulted in 100 contacts, i manually reduced the list to 29 (i am included in the list) as there is no way to use the filter to get these 20. i upload them to my planned campaign. i schedule the campaign to go out at noon. I receive the campaign email. i open the email. I have one person who replied to the campaign email (to me). The next day, i gather the results and only 4 people shows that they did a MESSAGE OPEN. and i am not one of them nor the person who forwarded his email to me.
I am baffled. This has happened to me a lot when using the segmentation wizard tool. I wonder now how accurate the responses are?
jang

thanks for the reply. i think its an unacceptable explanation (from Oracle) though that a recipient gets the email, can see and read the email but since he did not click on the CLICK HERE TO DOWNLOAD PICTURES, it does not get registered. It seems like an application restriction more than a logical reason cause logically if person gets the email and is able to read the email, it should be considered as MESSAGE OPENED, otherwise it should be RECIPIENT CLICK ON DOWNLOAD :)
for a marketing company where you are tracking how many people were able to view your email, this count is very important and since a lot of people are now using view panes in their outlook and dont click on the CLICK HERE TO DOWNLOAD PICTURES especially if the email just has text in them and no apparent pictures, the MESSAGE VIEWED count is very unreliable.
i sent an email to 20 people in my company and i know that they all opened and saw them but the status shows only 40% viewed so the numbers are really undependable.

Segmentation Wizard - External Segments

We are having problems with using External Segments (csv file) in Segmentation Wizard. When we use an exteral list - and run SW - the list that populates has only a few contacts or none. I am not sure why it is not pulling the complete list.
Thank you for any suggestions.

Interestingly there does appear to be a bug somewhere as there seems to be a consistent loss of between 20 and 40 contacts when using segmentation wizard and an external segment. My problem is that we are taking an external contact list (not already on CRM), loading the contact list so the contacts are on CRM and then using the same list as an external segment for Segmentation Wizard. Because it is an external segment we do not have the Row IDs. We have just fed it the email address but even then we consistently fail to find 20 to 40 records out of about 400. And these are not duplicates either - we have checked.

Segmentation Wizard - Segment Default Address Fields...

Hi,
Segmentation Wizard generates a segment list based on Address fields which are more relevant to USA.
For e.g. If the requirement is to show postcode fieldin the segment. How can I achieve this?
Thanks VK

Hi Bob,
Below are fields with which list is generated in sementation wizard. Is there any way to change it. It does'nt show postcode/zip code value which is required by my client.
Row_ID
First Name
Last Name
Email Address
Work Phone
Address 1
Address 2
Address 3
City
State
Province
Country
Thanks VK

Where can download Segmentation Wizard?

Hello !
Could you please tell me where i can dowload segmentation wizard in its latest version?
Thanks for your help,
jon.

Excuse my ignorance....
Where I must search Doc ID 433470.1, please.
Best regards and thanks in advance

Segmentation Wizard and Checkboxes

Hi all,
I've tried searching this forum for an answer to this but haven't able to find one. I have created a checkbox to indicate whether a contact/client receives our quarterly newsletter. In other words, I want to be able to quickly generate a list of all customers that have this checkbox checked.
However, I have not been able to query against this checkbox in the Segmentation Wizard. What condition and field values do I need to set to query a (customized) checkbox? It appears in my list of fields but thus far all my attempts have not worked (I've tried, Field value = "Yes", "Y", "Checked", "checked"...). Any help or suggestions are appreciated!
Duane

Thanks for the reply. Yes, I'm asking specifically about querying with the Segmentation Wizard -- it's an Excel plugin that allows you to query the database any way you want and then upload the contacts into a CRM campaign. I've found it pretty easy and useful to use thus far, but I'm not able to query on our custom built checkbox field (at the contact level). I'm not sure if it's simple user error or if there is another issue.
Thanks again

Working On External Segment...Seg Wizard ???

Hi All,
I am facing problem in using "External Segment" Option of Segmentation Wizard.
While trying to select external list(CSV file I created) I am gettion option to select only text file. Any idea?
Thanks VK
Edited by: 793773 on Oct 5, 2010 6:48 AM

VK, when I tested it with my Segmentation Wizard it expected a CSV file for the external list.

How to define a campaign contact segment for primary contacts only?

Hi,
I have tested the functionality of segmentation wizard, but I cannot identify, how primary contacts of an account can be selected? I was wondering, is is only possible to create segments for ALL contacts of an account. Isnt it usually the primary account you contact in your campaign only?
Cheers,
Michael

Under Contact field Setup, there is a field called "Primary" of type checkbox. If this is checked it indicates that this person is the primary contact for the account.
However this field is not available under the segmentation wizard (possibly because it is type Boolean or some other reason I do not know of).
One possible solution may be that you create a Custom field called "Primary Status" or somethign similar and then write a workflow with the condtion that if Primary Checkbox = Y then it populates the custom field with some default value and if N then no values.
Then if that field is available under the segmentation wizard then use that as your filter for you primary contacts.
Hope it helps.
Gaurav

Is it possible to add columns to segmentation wizzard

Hi,
I'd like to know if there would be any way that when i generate a segment with segmantation wizzard and i could add some columns that i need and that the segmentation wizzard populates it. For instance i'd like to add a column for account, to see to what accout belongs the contact, is that possible?
thanks

Modify the code behind segmentation wizard and you can get the columns you want.

How to extract in segmentation, contacts tagged to specific campaigns/event

Hi,
I will like to do a second wave marketing for the existing campaign/events contacts. How can i do this extraction via segmentation? I tried using campaign id in segmentation but no results.
Thanks & rgds
Joyce

Try this:
1. Create a report on campaign contacts that were part of your first wave. The result should have the contact id. Save it as csv file.
2. Create a new campaign for your second wave.
3. Upload the csv file in segmentation wizard as external segment.
Cheers,
Michael

Large campaigns - Most efficient way to handle - Not using EMOD

We're using CRMOD but not EMOD for our marketing campaigns. We are not using CRM for B2B but rather for B2C.
We have direct mail campaigns that we send to 200,000 of our contacts, eNewsletters send to about 800,000 contacts (using Interspire). We have not been doing this using CRM before.
I would like to know the best approach to:
1) Pull out these records from CRM (identify the contacts according to marketing targets) - the limit on the analytics would only allow me to extract that information if I enter criteria to segment my contacts in smaller chunks, e.g. by State / Province. The Segmentation Wizard could be used with smaller chunks less than 50,000. Any other methods available?
I used the Wizard for a test and got a segment with few records for which I updated CRM with Campaign Recipient record with status 'Sent'.
2) Sometimes when we hire a company to do our direct mail campaign, our addresses are being verified for change of address. The company we hire then sends back our file with updated addresses. How can we import just the change of address for let's say 35,000 records? In Admin / Data Import, importing addresses does not seem to be available
3) Import responses into CRM (I did some testing by entering campaign recipients and set the status to 'Message Opened' & Delivery Status to 'Opened' (both using Wizard segment update and also using the user interface) but when I try to pull the #s in Analytics (Campaign Response history) I see the following metric being populated:
- # Recipients
but not:
- # of responders
- # of Responses
- # of open responses
- Avg days to respond
My questions here are:
- How on earth do prep my data so that these fields populate? Are they strictly reserved for EMOD?
- What's the best approach to load 200,000 reponses back into CRM?
- Is such large volume for campaign recipients and responses going to impact our performance? If so, what approach would be recommended to improve that?
4) Are the # opt ins, opt outs, global opt ins and global opt outs only available for EMOD or can they be used if another marketing email system is used? If we can use, how can we best load into CRM for large numbers?
5) Documentation on Metrics is hard to find... Anyone can tell me what fields are involved in the Campaign Responses metrics and the criteria that would impact the metrics?
Thanks. I know that it is lots of questions but we are new at integrating our marketing campaign efforts into CRM and find that with large numbers, unless one knows the best approach to handle them, one can also impact the system performance greatly.
Nathalie

Afternoon,
1) I would create reports that have filters that segment into smaller chunks and extract them into csv format. Once you have this information into the contacts that you want to use then you can use the bulk data load process.
2) This information is available for reporting please make sure you you have given access to this information within the profile as well as the layout type is not read only.
3) this information is viewable within my reporting (Campaign Response History)
My questions here are:
- How on earth do prep my data so that these fields populate? Are they strictly reserved for EMOD?
-----Make the system auto create these values on creation.
- What's the best approach to load 200,000 responses back into CRM?
-----Web services
- Is such large volume for campaign recipients and responses going to impact our performance? If so, what approach would be recommended to improve that?
-----No this should have no impact at all.....
4) You would have to import the data from the other mail program to the CRM and EMOD, you could perform this through Data loads back into the CRM.
5)I believe i have read some of this information though help somewhere i would suggest looking around on help for EMOD.

Segment Wizard

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