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CRMD_MKTSEG_MGR - Define Segmentation Basis

CRMD_MKTSEG_MGR - Define Segmentation Basis

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You can use a segmentation basis to restrict your selection to relevant business partners, thus excluding non-relevant business partners from the selection. The extent of this restriction depends on the purpose of the segmentation basis. For example, you could use a rough selection to exclude all business partners with a sales block or those that you have marked for deletion. You can then use this segmentation basis as a basis preselection for creating additional, more complex segmentation bases.

Requirements

You have defined a report in the activity Define Reports for Generating Segmentation Bases.

  1. Enter a description for your segmentation basis.
  2. Choose a usage for the segmentation basis to determine who is authorized to use it.
  3. If required, choose a basis preselection.
  4. Specify the BI system to which the segmentation basis data will be transferred. Reporting can then be carried out for segmentation bases in this system.
  5. Choose the report for generating the segmentation basis.
  6. Create the segmentation basis either immediately with Create in Dialog or schedule the creation for a later point in time (for example, overnight) with Create in Background.

For certain marketing purposes it is useful to restrict the selection to individual customer segments. For example, for a business-to-consumer campaign it is not necessary to include business-to-business customers. If this criterion is already contained in the segmentation basis, it does not have to be considered when each profile is modeled. For example, you could create one segmentation basis called B2B Customers and one called B2C Customers.






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