Function documentationStatus Management for Target Groups and Product Segments

 

Target groups and product segments are dynamic objects, which, over the course of their life cycle, are maintained and modified many times by many different groups of people before being used in a campaign. By setting a status for your target group and product segment, you specify whether your target group or product segment may continue to be modified or used.

Features

You can change the status of a target group or product segment under Properties. The following statuses are available:

  • Active

    This status is automatically set by the system when you create a target group or product segment.

    To set the status Inactive for a target group or product segment, deselect the Active checkbox. You cannot use inactive target groups or product segments in the campaign execution or follow-up processing.

  • Modeling Completed

    When this status is set, you can no longer add or remove business partners or products. You can no longer regenerate the target group or product segment from the same segment and deduplication is not possible. However, you can still open, copy, and archive the target group or product segment. If required, the status can be removed as long as the user authorization includes authorization object CRM-MKT-MC. You can then change the target group or product segment, but when you save your changes, the system automatically changes the status back to Modeling Completed.

  • To Be Archived

    When this status is set, you cannot assign the target group or product segment to a campaign, nor can you use it for campaign-independent follow-up processing. You cannot change target groups or product segments with the status To Be Archived. However, as long as the archiving has not yet begun, you can undo the status at any time. For more information, see Archiving Marketing Segments.

Example

The campaign manager creates a target group based on a segment and adds 20 extra business partners who do not match the selection criteria, but which the marketing manager nevertheless wishes to contact with the same marketing activity.

The campaign manager is satisfied with the result and wants to make it impossible to add or remove further business partners. The campaign manager sets the status to Modeling Completed to ensure that no more changes can be made to the target group unless the campaign manager removes the status.

If the campaign manager wanted to continue modeling using this target group as a basis, he or she could copy this target group and continue processing it under a different name.