1. Marketing Installation and Administration Guide
  2. Example of Configuring Campaign Load Format for Control Groups, Allocation Limits, and Stage Funneling

Example of Configuring Campaign Load Format for Control Groups, Allocation Limits, and Stage Funneling

Campaign load formats support the use of control groups, allocation limits, and stage funneling. For more information on these features, see Siebel Marketing User Guide.

This topic gives an example of how to create campaign load formats for control groups, allocation limits, and stage funneling. You can use this feature differently, depending on your business model.

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

  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}