Creating Segment and Audience Plans

This chapter provides an overview and discusses how to:

• Create segment plans.

• Roll over segment plans.

• Create audience plans.

• Roll over audience plans.

Understanding Segment and Audience Plans

You can create plans for a group of contacts by creating a plan for an audience. You can rollover that plan and allocate the target values to the companies that the contacts work for. Similarly, you can create plans for a segment. The difference between a segment and an audience is that segments can contain a hierarchy of segments that at the bottom level finally contain people. When a segment plan is rolled over from the segment to the child segment groups, segment plans are created for those subsegments. When a segment plan is rolled over to the final level, it creates plans for the company for which those people work. For example, if a segment contains ten people who work for five distinct companies (two people for each company) it will create five account plans for those five companies. It does not create ten plans, one for each person. Plans can be rolled over more than once, but all the plans created from the previous rollover will be set to Cancelled.

Segment plans contain the specific goals for a segment of customers, consumers' sites, or partners. You can use PeopleSoft Marketing to create segments. You can associate a plan template with the segment, or manually enter the plan information. A segment plan can be created only for published segments. A segment plan has three main sections:

• Plan details

  Contains detailed information about the plan, including the plan type, plan start, and end date , high-level objectives of the plan, and status.

• Goals

  Specifies the quantifiable results that are expected for the account.

• Plan team

  Lists the people who can view or modify the plan.

You can create a plan for a segment by accessing a segment in the Manage Audiences component.

See Also

Creating and Updating Audiences

Creating and Updating Segments

Creating Audience and Segment Plans

Creating Segment Plans

This section discusses how to create segment plans.

Pages Used to Create Segment Plans

Creating Segment Plans

Access the Segment Plan page.

The Segment Plan page is identical to the Account Plan page except that it has the Rollover Plan button. The system displays this button when you change the status of the plan to Active. Click this button to roll over the segment plan to child segments. The Rollover Plan button appears when the current segment contains any child segments.

See Creating Account Plans.

Rolling Over Segment Plans

This section discusses how to roll over a segment plan to child segments.

Page Used to Roll Over Segment Plans

Rolling Over Segment Plans

Access the Rollover Segment Plan to Child Segments page.

Allocation Method	Specify how to allocate the target value among the child segments. Values are: # of Accounts in Segments:The target value is assigned to a segment based on number of accounts it contains. For example, we need to distribute 3 million dollars target among two segments. The first segment has 100 accounts and second segment has 200 accounts. In this scenario, the target value for first segment will be allocated as 1 million dollars and for second segment, it will be allocated as 2 million dollars. # of Selected Segments:The target value will be distributed by number of selected segment. This distribution depends on the tree level on which the segment resides. To distribute targets from root node of the tree, only the first level of selected segments are considered. For example, if the current (root) segment has three child segments and only two are selected, each of the selected segments will be allocated a target value of 50%. Similar target distribution logic is implemented when allocating targets from first level to second level and so on. Copy as is: This method copies the target value (as it appears on current plan) to the new plan. Set Target to 0:This method sets the target value as zero on the new plan. A user may select this value if the purpose is to get the new plan created to enable the user to view that plan and set the target values manually.
Select Plan Status	Select Create Plans in Draft Status to create the plans with a status of Draft, or select Activate Automatically to create the plans with a status of Active.
Create Plans	Click this button to create plans for the child segments.

Creating Audience Plans

This section discusses how to create segment plans.

Pages Used to Create Audience Plans

Creating Audience Plans

Access the Audience Plan page.

The Audience Plan page is identical to the Account Plan page except that it has the Rollover Plan button. The system displays this button when you change the status of the plan to Active. Once an audience plan is in active stage, it can be rolled over to the member accounts. The Rollover Plan button appears only when the current audience contains any member accounts. The system captures the rollover date and the user who rolled over the plan on the current audience plan.

The plan can only be rolled over to the member accounts which are in the appropriate setID and have a role valid for the plan type. An audience plan can be rolled over multiple times as long as there are member accounts that don’t already have the plan existing. The user will also be provided with the option to cancel the existing plan as long as they have appropriate access to the plan as per the dataset and edit control security.

See Creating Account Plans.

Rolling Over Audience Plans

This section discusses how to roll over an audience plan to member accounts.

Page Used to Roll Over AudiencePlans

Rolling Over Audience Plans

Access the Rollover Audience Plan to Member Accounts page.

Allocation Method	Specify how to allocate the target value among the member accounts. Values are: # of Accounts in Audience:The goal target will be evenly distributed and then applied to the selected members when creating new plan. For example – there are ten member accounts in the audience and the manager selects only two of them to create the plan and eight other accounts are not selected. The goal target is to increase revenue by 10 million dollars which means that from each account we want to get one million dollars revenue. So, the two plans which will be created will be allocated a target value of one million dollars each. # of Selected Accounts:The goal target will be distributed based on newly select accounts and members who already have the plan. This allocation method should be used when the manager wants to target few specific accounts in the audience. For example – there are ten member accounts in the audience and the manager selects only two of them to create the plan and three members already have the plan. The goal target is to increase revenue by 10 million dollars which means that from each account we want to get two million dollars revenue. So, the two plans which will be created will be allocated a target value of two million dollars each. Copy as is:This method is used primarily for allocating targets which are of Percent type. For example, the purpose of a goal is to increase customer satisfaction to 80 percent, so it should be met across the board and not just for one member. Set Target to 0:This allocation method is used when the user wants to create the plan but wants to drill into the newly created plan and set the target manually.
Select Plan Status	Select Create Plans in Draft Status to create the plans with a status of Draft, or select Activate Automatically to create the plans with a status of Active.
Create Plans	Click this button to create plans for the member accounts.