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IBM Distributed Marketing documentation
  • IBM Distributed Marketing v9.1.2 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
  1. Home
  2. IBM Distributed Marketing Corporate Marketer's Guide
  3. List of processes
  4. Data manipulation processes
  5. The Segment process

    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: General tab

    Use the General tab of the Segment Process Configuration dialog to modify the Process Name, Output Cell names, or Cell Codes, or enter a Note about the process.

  • IBM Distributed Marketing Corporate Marketer's Guide
    • 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 Marketing OperationsDistributed 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

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

    • Flowcharts for Corporate Campaigns

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

    • Working with Lists, On-demand Campaigns, and 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.

    • Building and managing 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.

    • Flowchart management

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

    • List of processes
      • Data manipulation processes
        • The Audience process

          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.

        • The Extract process

          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.

        • The Merge process

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

        • The Sample process

          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.

        • The Segment process

          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.

          • Segmenting data by field

            When you segment data by a field in a database table, each distinct value in the field creates a separate segment. This option is most useful when the values in the field correspond to the segments you want to create.

          • Segmenting data with queries

            You can segment data based on the results of a query that you create. This option is most useful when it is necessary to filter the data in a field to create the required segments.

          • Segment process: 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: 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: General tab

            Use the General tab of the Segment Process Configuration dialog to modify the Process Name, Output Cell names, or Cell Codes, or enter a Note about the process.

          • Segment process: New Segment and Edit Segment controls

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

        • The Select process

          Use the Select process to define the criteria to build lists of contacts, such as customers, accounts, or households, from your marketing data.

      • Run processes
      • Optimization processes

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

    • About processes
    • User variables

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

    • Context-sensitive help topics
    • Corporate Campaigns page

Segment process: General tab

Use the General tab of the Segment Process Configuration dialog to modify the Process Name, Output Cell names, or Cell Codes, or enter a Note about the process.

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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