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CREATE Customer Segment – TARGET GROUP

Build Customer Segment – Target Group using segment Builder

1.     Log on to the SAP CRM WebClient User Interface  system

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2.     Following screen will appear.  Select MARKETINGPRO – Marketing Professional

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3.     Click on Marketing pro will bring following screen. Click on Create-> Segment as indicated below:

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4.     Enter the details as shown below and select Campaign from usage list if not displayed.

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5.     SAVE  the details

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6.     Click on GRAPHIC MODELER located at the top of profile set.

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7.     Following screen will appear.

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8.     SELECT CA: CLUB MEMBERS from the Attributes drop-down list.

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9.     Right Click and select DISPLAY DISTRIBUTION

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10.     CHOOSE CP PRODUCT LAUNCH from Attributes list & RIGHT CLICK , SELECT  DISPLAY DISTRIBUTION

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11.     SELECT CP_SURVEY from Attributes drop-down list

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12.     Right Click and SELECT DISPLAY DISTRIBUTION

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13.     SELECT, DRAG & DROP PLATINUM in the Staging area

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14.     Select OFFICES, DRAG & DROP ON Platinum and select KEEP in the staging area.

(After selection of office, while dragging and dropping  the office on platinum, it gives the choices(split, keep, remove) in a little divided circle).

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15.     CHOOSE HOTEL, DRAG, DROP & SPLIT

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16.     SAVE PROFILE

17.     RIGHT CLICK on first profile as shown below. Select  PROPERTIES

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18.     DESCRIPTION: ADD “BCO6181-TARGET GROUP-“JUST BEFORE PLATINUM. DO SAME FOR BOTH PROFILES

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19.     SAVE. The screen will look similar to one shown below

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20.     Click on Back on right top corner of profile.

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21.     Following screen will appear

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22.     SELECT SECOND PROFILE WITH SIZE 1 & CLICK ON CREATE TARGET GROUP as indicated below:

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23.     NOTICE THE CHANGES IN TARGET GROUP

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24.     SAVE

25.     TARGET GROUP CREATED.

CONGRATULATIONS.  Very First customer segment-Target Group created, for more infomation Refer: Post Campaign.

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1 Comment

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  1. Oliver Schultze

    Hello, when I am entering with the role Marketing_Pro there is no possibility to create a Segment like shown in the Picture 3. Has something changed in referece to the creation of Profile Set and Profiles?

    (0) 

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