About Designing Marketing List Formats >

Managing Marketing Defaults

The Marketing Defaults page controls the default system parameters for segment and segment tree requests. Each parameter is set for each target level. You can set the following global defaults:

• Default Campaign Load File Format. This option sets the default campaign load format for any new segment or segment tree request. When a user creates a new segment or segment tree, you can view this parameter on the Advanced page in the Segment Designer or Segment Tree Designer.
• Default List Export File Format. This option sets the default list format value that is used by the Generate List button on the Segment Designer, and the Generate List menu option on a segment tree branch. This parameter allows the user to generate an output file of actual results from a segment while building segment criteria. The user can override the default value on the Segment Advanced tab if the user wants to use a different list format.
• Default Saved Result Set File Format. This option is used to populate the columns of information for each segment member when storing a saved result set.
• Profile Dashboard. This option controls the dashboard that appears when users click the Counts link in the Segment Designer or Segment Tree Designer.

The Contact Planning Rules view contains a check box called Enforce Contact Planning Rules in Segment Designer. When this check box is selected, the Global Audience for each Target Level appears at the bottom of any segments created in the Segment Designer.

Setting Global Marketing Defaults

This section describes how to set global defaults for campaign load formats, segments, or dashboards. It also describes how to set contact planning rules.

To set global marketing defaults

1. From Oracle BIEE application, click the Administration link.
2. In the Oracle BI Administration page, click the Manage Marketing Defaults tab.

   Target levels appear in the first column.

3. For each Target Level, perform the following steps:
   1. In the Default Campaign Load File Format, click Browse and select the default format for new segments and segment trees.
   2. In the Default Saved Result Set File Format, click Browse and select the default saved result set file format for new segments and segment trees.
   3. In the Default List Export File Format, click Browse and select the default list export file format that you want to use.
   4. In the Profile Dashboard field, click Browse and select the default report that appears when the user clicks the hyperlinked counts in the Segment Designer or Segment Tree Designer.

To set contact planning rules

1. From Oracle BIEE application, click the Administration link.
2. In the Oracle BI Administration page, click the Contact Planning Rules tab.
3. Select Enforce Contact Planning Rules in Segment Designer to ensure that the Global Audience for each Target Level appears at the bottom of any segments created in the Segment Designer.

   You can setup a segment path as Eligible Audience for each category (for example, Channel) and related type (for example, Email) for any target level as well as a global audience for any target level irrespective of any category or type.

4. For each Target Level, perform the following steps:
   1. In the Global Audience category, click Browse to select the segment to be used as the Global Audience for any new segments or segment trees created using that target level. Users can not remove Global Audiences from their segment or segment tree criteria.
   2. In the Organization category, click Browse to select the rule to map the organization category and related type for new segments and segment trees.
   3. In the Channel category, click Browse to select the rule to map the channel category and related type for new segments and segment trees.