Let us use a example. Let us assume that we are a credit card company and we need to get all the customer who are international traveler to sell a product.
First step is to create a profile set and target group. In this post let us see just the profile set and target group.
Step 1 : Data Source and Attribute List
Go to transaction CRMD_MKTDS.
We can create Data source or Attribute list to make this information available for segmentation.
Creating Data Source:
Here we need to tell what type of object that we need to do the segmentation. In this example we are going to do the Business Partner. We can even segment the Products(In ISU the Ibase object is also consider as service product).
The Origin Type is the one going to tell us what type of data that we are gathering for this segmentation object. Look at the following screen shot that has the drop down values.
We need to tell where the profiling data resides. It can be any where. According to this selection the screen will vary. In this example we are saying as attribute that is with in this system. If we cange as Business Intelligence Cube then we need to give the BW information. See the following screen.
Let us go back to our example see the following screen data that I filled out to create the data source which can be used in our segment builder process.
This data source will be used in the following attribute list creation.
Creating Attribute List
See the following screen for the attribute list creation.
In the category we have different types. See the following screen shot. This will tell us where the attribute usage is going to be.
Add the data source that was created. see the following screen shot.
Ok the Attribute set is ready now.
I selected the z_intvl_trvl attribute set( Click Here to see how to create attribute set).
Step 2 : Profile Set and Target Group.
Go To CRMD_MKTSEG — > Segment Builder. See the following screen.
Now let us select the attribute list and select our attribute list that we created on the previous step.See the following Screen.
After selected that attribute that will show under the attributes. Right click and create a filter with value as Y. This gives us all the customer with value Y in the marketing attribute to group together(profile together). see the following screen.
Now select the Travel International and drag and drop on the right hand side of the screen as soon as you drop that on the right hand side you will be asked to create a profile. Give a Name. Here I gave International Traveler. See the screen shot as follows.
Click on the save. Look at the following screen the profile set is created. You should be able to see the profile on the right hand side. Look at the following screen.
Click save your profile is done. Now let us see how many people are in this profile. Right click and click on the count you should be able to see all the customer who fall in to this category. I got a count of 16. See the screen shot below.
Let us see how to build a target group.
Right click on the profile set on the right hand side and select the create target group. The target group is created. Once the target group is created you can see an arrow hitting the target on the top of the people icon. look at the following screen with the previous screen.
Look at the following screen shot for the target group creation.
Now we can create a campaign using this target group. I will write about this in another post. If you have any questions Please let me know.