Allocation & Control Group Integration

Siebel Marketing presents Allocation and Control Group features.

For detailed information; http://docs.oracle.com/cd/E14004_01/books/MKTG_User/MKTG_User_CampaignsModule13.html

To create a campaign load format that supports control groups, allocation limits, and stage funneling;

http://docs.oracle.com/cd/E14004_01/books/MKTG_InstallAdmin/mktg_installadmin_camploadformat3.html)

1. Navigate to the Administration – Marketing screen, then the List Formats view, and open the Campaign Load – Contacts Example list format.

2. Add a new column that uniquely identifies a target in the target level and change the formula to RANK([key column]). For example, in the Campaign Load – Contact and Prospect Example list format, the column has the following properties:

Table Heading: Contact

Column Heading: RANK ROW_WID

Column Formula: ‘RANK(Contact.ROW_WID)

Hide: Yes

3. Add another column to the list form

4. Change the Column Formula to use the previous Rank column to calculate control group flag based on a system variable called controlGroupPct. For example, in the Campaign Load – Contact and Prospect Example list format, the column has the following properties:

Table heading: Campaign Contact

Column Heading: Control Group Flag

Column Formula: CASE WHEN (RANK(Contact.ROW_WID) – TRUNCATE(RANK(Contact.ROW_WID)*@{controlGroupPct}{0}/100,0)*100/@{controlGroupPct}{0}) < 1 THEN ‘Y’ ELSE ‘N’ END

Hide: No

5. Add a filter to restrict the query count according to constraining stage wave Ids and the percentage allocation limit. For example, in the Campaign Load – Contact and Prospect Example list format, the filter is:

Re-qualified against original segment criteria

AND ‘@{constrainingStageFlag}{N}’ = ‘N’ OR “Campaign Contact”.”Load Wave Id” IN (@{constrainingWaveID}{‘0’})

AND ‘@{pctAllocationFlag}{N}’ = ‘N’ OR (RANK(Contact.ROW_WID) – TRUNCATE(RANK(Contact.ROW_WID)*@{allocationLimit}{1000000}/100,0)*100/@{allocationLimit}{1000000}) < 1

AND ‘@{pctAllocationFlag}{N}’ = ‘Y’ OR RANK(Contact.ROW_WID) <= @{allocationLimit}{1000000}