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IBM Distributed Marketing documentation
  • IBM Distributed Marketing v11.1 documentation
  • General Data Protection Regulation (GDPR) support
  • Release Notes
  • IBM Distributed Marketing Installation Guide
  • IBM Distributed Marketing Upgrade Guide
  • IBM Distributed Marketing Administrator's Guide
  • IBM Distributed Marketing Corporate Marketer's Guide
  • IBM Distributed Marketing Field Marketer's Guide
  • IBM Distributed Marketing REST API
  • Glossary
  1. Home
  2. IBM Distributed Marketing Corporate Marketer's Guide

    Corporate marketers develop templates for reusable campaign logic and lists of customer contacts.

  3. IBM Unica Campaign Processes
  4. Data manipulation processes
  5. Segment

    Use the Segment process to divide data into distinct groups, or segments. Connect a Segment process to a contact process, such as a Call list or Mail list, to assign treatments or offers to the segments.

  6. Segment Process Configuration: General tab

    Use the General tab of the Segment process configuration dialog to modify the Process name, Output cell name , or Cell code. You can also enter a Note to explain the purpose of the Segment process. The note appears when you rest your cursor over the process box in a flowchart.

  • IBM Distributed Marketing Corporate Marketer's Guide

    Corporate marketers develop templates for reusable campaign logic and lists of customer contacts.

    • IBM Distributed Marketing

      IBM® Distributed Marketing provides marketing organizations with the ability to distribute the execution of centrally managed marketing campaigns throughout the enterprise.

    • Customize Distributed Marketing

      You can customize the Marketing OperationsDistributed Marketing interface to meet your needs. Customization settings are available in Marketing OperationsDistributed Marketing when you click Settings or Settings > Marketing OperationsDistributed Marketing Settings.

    • Corporate Campaigns

      Corporate Campaigns are marketing campaigns that are planned, scheduled, and executed by a centralized marketing team.

    • Corporate Campaign tasks

      The goal of a Corporate Campaign is to target customers that local field marketers approved.

    • Corporate Campaigns and field marketers

      When a corporate marketer uses the Subscription task in the workflow for a Corporate Campaign, invited field marketers choose whether to subscribe to the Corporate Campaign.

    • Subscriptions

      A subscription is the invitation to a field marketer to include their territory in a Corporate Campaign, or a wave of a multi-wave Corporate Campaign.

    • Workflows for Corporate Marketers

      To help you complete different workflow-related efforts, the Workflow tab offers different view modes and an edit mode.

    • IBM Unica Campaign Flowcharts for IBM Unica Distributed Marketing

      For a Corporate Campaign, two flowcharts are typically run by corporate marketing through Campaign.

    • Working with Corporate Campaigns

      This section contains common information about working with Lists, On-demand Campaigns, and Corporate Campaigns.

    • Alerts
    • Templates

      Templates are definitions of a List, On-demand Campaign, or Corporate Campaign that corporate and field marketers use to create new objects.

    • Working with Templates

      To create and manage templates and template components, you use the Template Configuration page. Select Settings > Marketing OperationsDistributed Marketing Settings. Then, click Template Configuration.

    • Form Editor

      The Form Editor creates and edits template components. Forms capture information about the List, On-demand Campaign, or Corporate Campaign.

    • IBM Unica Campaign Flowcharts

      IBM® Campaign flowcharts define the campaign logic. Each flowchart in a campaign performs a sequence of actions on data that is stored in your customer databases or flat files.

    • IBM Unica Campaign Processes
      • Data manipulation processes
        • Audience

          Audience levels define the target entity that you want to work with, such as account, customer, household, product, or business division. Use the Audience process in a flowchart to switch between audience levels or to filter out IDs by audience level.

        • Extract

          Use the Extract process to select fields from one table and write them out to another table for subsequent processing. The Extract process is designed to pare down a large amount of data to a manageable size for subsequent operations, resulting in vast performance improvements.

        • Merge

          Use the Merge process to specify which input cells are included and combined and which input cells are excluded (suppressed).

        • Sample

          Use the Sample process to divide contacts into groups. The classic use of sampling is to establish target and control groups that you can use to measure the effectiveness of your marketing campaign.

        • Segment

          Use the Segment process to divide data into distinct groups, or segments. Connect a Segment process to a contact process, such as a Call list or Mail list, to assign treatments or offers to the segments.

          • Segmenting by field
          • Segmenting by query
          • Using segments as input to another Segment process

            Segments can be used as input cells to another Segment process in a campaign flowchart. For example, you can segment by age range, then further segment by preferred channel.

          • Segmenting considerations

            Consider the following options and guidelines when you configure a Segment process in a campaign flowchart.

          • To configure a Segment process by field

            You can use the Segment process to divide data into segments based on field values. When you segment data by a field in a database table, each distinct value in the field creates a separate segment.

          • To configure a Segment process by query

            You can use the Segment process to segment data based on the results of a query that you create.

          • Segment Process Configuration: Segment tab

            Use the Segment tab of the Segment process configuration dialog to indicate how to divide incoming data into distinct groups, or segments.

          • Segment Process Configuration: Extract tab

            Use the Extract tab of the Segment process configuration dialog to select fields to extract. In this way, you allow the output from the Segment process to be accessible as input to Mail list or Call list processes in a flowchart.

          • Segment Process Configuration: General tab

            Use the General tab of the Segment process configuration dialog to modify the Process name, Output cell name , or Cell code. You can also enter a Note to explain the purpose of the Segment process. The note appears when you rest your cursor over the process box in a flowchart.

          • New Segment and Edit Segment dialogs

            The following table describes the controls on the New segment and Edit segment dialog boxes. You can access these dialog boxes when configuring a Segment process.

        • Select

          Use the Select process to select IDs from your marketing data, such as customers, accounts, or households that you intend to contact.

      • Run processes
      • Optimization processes

        Use the optimization processes to help determine a campaign's effectiveness and refine your marketing campaigns over time.

    • Working with IBM Unica Campaign Processes
    • User variables

      Campaign supports user variables, which can be used during process configuration when creating queries and expressions.

    • Page Help
    • Corporate Campaigns page

Segment process: General tab

Use the General tab of the Segment process configuration dialog to modify the Process name, Output cell name , or Cell code. You can also enter a Note to explain the purpose of the Segment process. The note appears when you rest your cursor over the process box in a flowchart.

For more information, see these topics:

  • Changing the cell name
  • Resetting the cell name
  • To copy and paste all cells in the grid
  • Changing the cell code
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