About Designing Marketing List Formats

List Formats define the layout of files that you can use for a variety of purposes. Use the List Format Designer to select content from a subject area (list catalog), using filters that you add to the list format definition.

The List Format Designer can generate list formats for several purposes. These formats are listed in the left selection pane:

• List Export Formats. Typically used for campaign distribution lists, such as direct mail, exports to external vendors, exports to other IT applications, and other channels. Typically, list formats contain the name, customer profile, address, email address, and other information for the members of a segment or segment tree cell.
• Email Server Formats. Used to export the relevant data for each member of an email campaign to the Oracle E-Mail Marketing Server.
• Campaign Load Formats. Used to load the members of a segment or a segment tree cell into the campaign history table in the transactional database. Siebel marketing users can also create list files that can be loaded to the campaign history table using Enterprise Application Integration (EAI).
• Data Load Formats. Used to import any type of data into the transactional database through EAI.
• Saved Result Set Formats. Used to save result sets from segments and segment trees.

In the list formats page you can either open an existing saved list format or create a new list format. To create a new list format, select a subject area from the popup list. You specify the type of list later on using a control in the Options tab.

NOTE:  Alternatively, you can copy predefined list formats and modify them to suit your requirements. This way you can be sure of having the required fields with proper naming and formulas plus you get the filters defined as well.

Existing list formats are in the List Format pane to the left. The formats are in folders, and the formats are organized first by format (List Export, Email Server, Campaign Load, and so on) and then by personal and shared formats. Examples: My List Export Formats, Shared List Export Formats.

You can combine data from more than one subject area by using the set operation capability. You can access this capability by clicking on the green plus sign icon located at the top right-hand side of the List Format designer page.

You can combine data from more than one data source into a single file. For example, you can combine the list of segment members from your data with some additional customers that may only exist in your transactional database.

The List Format Designer supports a variety of options to format the content including column sorting and casing for each column. For a list of formatting options, see Column Properties Formatting Options.

Navigating to the List Format Designer

Access to the List Format Designer start page depends on your product license key and privileges. From Oracle BIEE application, navigate to New - List Format.

Frequently Used Terms for Marketing List Formats

Table 6 defines frequently used terms for list formats.