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Function documentationSegmentation with High Data Volume (TREX)

 

This type of segmentation is suitable when you have a customer base of more than 500,000 business partners, and do not want to access data from SAP NetWeaver BW for segmentation. The special functions for segmentation of a very large number of business partners run on the technical basis of SAP NetWeaver Search and Classification (TREX). The abbreviation for this in the system is “High Volume Segmentation (TREX)”.

In addition to business partners, you can also segment marketing prospects, but not products.

Prerequisites

  • You have activated the business function High-Volume Marketing (CRM_MKT_HVS).

  • You have installed SAP NetWeaver Search and Classification (TREX).

  • You have made the settings in Customizing for Customer Relationship Management under Start of the navigation path Marketing Next navigation step Segmentation End of the navigation path, especially under High Volume Segmentation.

Features

  • Segmentation of marketing prospects

    In addition to business partners, you can also segment marketing prospects. However, you cannot combine business partners and marketing prospects within a segment or target group.

  • File-based segmentation

    This only applies to segmentation with high data volume (TREX): If you want to use comprehensive external data as a basis for segmentation, you should create a CSV file and make it available as a data source with origin type File Import for segmentation. For more information about the exact procedure, see File-Based Segmentation.

  • Data sources

    For segmentation with high data volume, the following origin types are possible for data sources:

    • Attribute set

    • InfoSet

    • File import (CSV file)

      Note that you can create up to 10 different data sources of this origin type.

    If you use TREX in SAP NetWeaver Business Warehouse Accelerator 7.20, you also have the option to summate key figures for data sources with high volumes of data. For more information, see Summating Key Figures in Data Sources (TREX).

  • Delta handling for attributes with fast find

    When performing business partner segmentation for a very large number of business partners, you do not want to have to load the business partner data and related marketing attributes to SAP NetWeaver Search and Classification (TREX) each time. Once you have performed the initial upload, the delta handling function enables you to upload only the modified data to the TREX server at regular intervals (or to trigger it manually). For more information, see Delta Handling for Attributes with Fast Find.

Activities

To ensure that the attributes and business partners are up-to-date in TREX, you should regularly schedule a job to update the value distribution using report CRM_MKTTG_TREX_UPDATE.