Function documentationUser Settings for Segmentation

 

Before you begin modeling segments and target groups, it is important that you maintain your user settings for segmentation. These settings control, for example, how counting operations are performed and on which objects.

Note that these settings are not directly visible to you once you begin segmentation. It is therefore advisable to check the settings before starting segmentation.

Features

These settings include determining:

  • Which default usage is selected when creating a segmentation model

  • Whether an attribute list is opened when starting segmentation (and if so, which one)

  • Which segmentation basis is used and whether this segmentation basis is valid for the segment members or their relationships

  • Whether the number of business partners matching a segment is to be automatically counted or not

  • How many business partners are initially displayed when you display a target group

  • Whether the changes that you make to a target group (adding/deletion of business partners) are retained or overwritten when the target group is generated again

  • Whether you want to activate the right mouse button to call the context menu for segmentation elements

    This option is available only if you have activated business function High-Volume Marketing (CRM_MKT_HVS).

You call up the user settings in graphical modeling by choosing Start of the navigation path More Next navigation step Settings End of the navigation path.