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Segmentation
Application Information
February 2015
Objectives
1.
2.
3.
Distinguish
Audience Discovery
and Targeting from
other solutions of
SAP hybris
Marketing
Explain the
functions and
features of
Audience Discovery
and Targeting
Agenda
Overview of Audience Discovery and Targeting
Features of Audience Discovery and Targeting in Detail
Using the Interactive Visualization in Segmentation
Segmentation Models Overview List
Using the Preview
Creating new Segmentation Filters
Segment Actions
Using Reference Objects
Segmentation Building Blocks
Creating Target Groups
Overview
Hybris Marketing
The comprehensive digital marketing process
Events & interactions
from all channels
Intelligence
through Predictive
Analytics
Personalized
targeting &
orchestration
Campaign execution
in all channels
Personalized commerce
Financial data
Interaction center
Lead, Opportunity
Traditional channel
Capturing response
Flexibility
Performance
Optimization
Simple waterfall UI
Finding the right target group easily
Aggregation of data and calculation of KPIs
on the fly
Runs on any data in SAP HANA
High speed performance on big data
Manage billions of records
Create large target groups in seconds
Integration
Overview
Audience Discovery and Targeting
Usability
Usability
Usability
Features
Segmenting Customers Using the Interactive Visualizations
Features
Creation of a New Segmentation Model
1.
Initiate process by creating a new Segmentation Model in the workset Audience Discovery and Targeting:
Create new
Segmentation
Model
Select
Segmentation
Profile
Create
Segments
Save the
Segmentation
Model
Create Target
Group
2. Open an existing Segmentation Model (as template), change it and save it under a new name:
Open existing
Segmentation
Model from
List
3.
Delete,
change or add
Segments
Save Model
under a new
name
Create Target
Group
During segmentation, you can use predefined Building Blocks, which are a set of often used
segmentation filters:
Create new
Segmentation
Model
Select
Segmentation
Profile
Insert
Building
Block(s)
Create
Segments
Save the
Segmentation
Model
Create Target
Group
Features
Segmenting Customers Screen Sections
Header area
contains name,
profile and
administrative data
Interactive
Visualization
contains the graphical
structure of the
segmentation model
Preview
Attribute List
contains building blocks,
characteristics and key
figures which can be used
for the segmentation
Features
Segmenting Customers Screen Functions
Recalculation of all segment
counts incl. the re-execution of
database select statements
Features
Attribute List
THE ATTRIBUTE LIST CONTAINS BUILDING BLOCKS, CHARACTERISTICS AND KEY
FIGURES WHICH CAN BE USED FOR THE SELECTED SEGMENTATION PROFILE
You can search for building
blocks and attributes by using
the search field on top of the
attribute list (could be helpful if
list contains a lot of attributes)
Features
Using the Interactive Visualizations
Features
Change your Personal Settings
Features
Segmentation Model Overview List (OWL)
Features
List of Segmentation Models (OWL)
Use the search field for searching for all segmentation models
The result list shows information as for the model, the used profile and administrative
data (created by, created on etc.)
Filter buttons allows to display own vs. all segmentation models
You can create new or delete existing segmentation models using the buttons.
Features
Change the Segmentation Model Name
Features
Using the Preview
Features
Segment Previews and Attribute Previews
THE PREVIEW SECTION PROVIDES DETAILED INFORMATION ABOUT THE
SELECTED SEGMENT
SEGMENT PREVIEWS
ATTRIBUTE PREVIEWS
Features
Preview for Characteristics
TABLE
CHART
Features
Preview for Characteristics Table
Features
Preview for Characteristics Chart Types
List with
Bar Chart
Tag Cloud
Geo Map
Calendar
View
Features
Preview for Characteristics Bar Chart and Pie Chart
THE BAR CHART AND PIE CHART DISPLAY CHANGE BASED ON THE
FILTERING AND THE SORTING OF THE LIST VIEW.
The bar chart is a graphical view of the count within
the table
The pie chart shows the values with counts that
exceed 2% of the current segments total count.
Mouse over a bar or pie to display details, such as
name, count, percentage
Switch between the chart types by the drop-down list
on the top right:
Features
Preview Panel for Characteristics Geographical Map
Features
Preview Panel for Characteristics Tag Cloud
Features
Preview Panel for Dates Calendar View
Features
Preview for Key Figures
Features
Creating New Segmentation Filters
Features
Segmenting Customers Create New Segments
1.
You can drag & drop an attribute from the attribute panel on a
segment. A filter dialog opens.
2.
You can choose the action Create Segment in the action menu of a
segment. A filter dialog opens.
3.
Features
Create Segment Using an Attribute - Characteristic
Value Help:
Features
Segmentation Filter With Key Figures
USING DRAG & DROP OR THE ACTION CREATE SEGMENT WITH A KEY
FIGURE, A SLIGHTLY DIFFERENT FILTER DIALOG OPENS:
Further restrictions within a key figure filter are
possible:
Therefore you can select additional conditions and
enter operators and values.
Conditions can be marked as mandatory or
proposed within the SAP ADT customizing:
Mandatory: * the user has to enter a value and the
condition cannot be removed
Proposed: the user can remove the condition from
the list
Features
Create Segment Using an Attribute - Comparison Operators
Features
Example 2 Cases Using a Segmentation Filter With Key Figures
Case 1: Filter on key figure Sales (> 1000) incl.
additional filter on dimension of this key figure
(Sales Org. = 1000)
Case 2: Filter on a key figure (without a filter on a
dimension) applied on an existing segment
representing the same characteristics filter as used
as a dimension filter in case 1 (Sales Org. = 1000)
Leads to different results!
Reason: Only when filtering a key figure via
dimensions this filter works as AND filter, in the
example all customers who have a sales volume
greater than 1000 in sales organization 1000!
In case 2, there are 10 customers out of the 1,362
customres who are assigned to sales organization
1000 but also to another sales organization. The
following key figure filter then selects customers who
have a sales volume of more than 1000 across all
sales organizations.
Features
Create Segment Using an Attribute Date Attribute
Dynamic filters:
the restriction is dynamic with reference to the current date. You can recalculate the result
by using button Recalculate in the segmentation modeler (e.g. customers who
purchased a product in the last 7 days related to the current date
Features
Segments
Click to collapse /
expand subtree of the
segment
Features
Segment Actions
Features
Using Segment Actions Create Segment
CREATE SEGMENT:
Using an Attribute: Create a new segment for the highlighted attribute via filter dialog.
Using a Set Operation: Combine two segments by executing different set operations (merge, intersect, subtract).
Using Object Key Upload: Upload a list of segmentation object keys.
By Splitting Randomly: Split a segment randomly into two or more segments.
By Reducing Randomly: Reduce the segment randomly based on a specified count or percentage.
Features
Using Segment Actions
Change Segment: Change a segment to adapt e.g. filter type, name, values etc.
Remove
Segment: Remove the selected segment only.
Subtree: Remove all subordinate segments assigned to this segment (the selected segment itself is not removed).
Segment and Subtree: Remove the selected segment and all subordinated segments assigned to this segment.
Show summary: Display detailed information for this segment, such as parent segments, applied filters,
counts and percentages.
Create Target Group: Create a target group for this segment without opening it.
Open Target Group: Open the target group for this segment in a new window.
Features
Combine Segments Set Operations
1.
2.
Drag & drop: You can drag a segment from the segmentation model and drop it onto another segment.
A filter dialog opens.
Segment Action: You can choose the action Create Segment Using a Set Operation in the
action menu of a segment. Then click on another segment.
A filter dialog opens.
Features
Combine Segments Set Operations
INTERSECT
Creates a new segment by intersecting segment A and segment B.
The new segment contains all the members that are in both segments, segment A and
segment B.
SUBTRACT (B-A)
Creates a new segment by subtracting segment A from segment B.
The new segment contains all the members that are in segment B but not in segment A.
SUBTRACT (A-B)
Creates a new segment by subtracting segment B from segment A.
The new segment contains all the members that are in segment A but not in segment B.
Features
Reduce Segments
45%
US Random 45%
45000
Features
Reduce Segments
1.
2.
YOU CAN
change the count or percentage of a segment afterwards
adapt the segment name
reduce the segment per reference object
Features
Split Segments
45%
100000
45%
10%
US (45%)
US (45%)
US (10%)
45000
45000
10000
Target Group 1
Target Group 2
Control Group
Campaign 1
Campaign 2
No Campaign
Features
Split Segments
1.
2.
YOU CAN
change the count or percentage of a segment afterwards
adapt the segment name
remove split segments and remove the whole split group
split segments by a reference object
Features
Create Segments Using Object Key Upload
Features
Create Segments Using Object Key Upload
1.
Open the action menu and select Using Object Key Upload
2.
3.
4.
Features
Change Segments
1.
2.
In case you change a combined segment, you will get the Change Combined Segment dialog.
In case you change a segment belonging to a split group, you will get the Change Split Group dialog
In case you change a reduced segment, you will get the Change Reduce Segment dialog
Features
Segment Summary
DISPLAY AS TEXT:
Business View
Technical View
Features
Using Reference Objects
Features
Using Reference Objects Business Scenarios
Features
Using Reference Objects within Segmentation
REDUCING A SEGMENT
Reduces the segment to N / N% customers per reference object.
For example, 50 customers per Sales Representative
SPLITTING A SEGMENT
Creates several segments based on split reference objects.
For example, create two segments, each with subscribers of 50% of the accounts (as a result, there is no overlapping of
accounts in both segments)
Features
Using Reference Objects - Examples
EXAMPLE: Selecting the top 2 customers per country
based on sales volume
Features
Using Reference Objects - Segment Preview
EXAMPLE:
Segmentation Object: Consumer
Reference Objects: Account ID, Email address
=> In the segment Country = US there are 420
different accounts and 19529 different email addresses
Features
Segmentation Building Blocks
Features
Segmentation Building Blocks
1.
Create a
Building Block
2.
Features
Segmentation Building Blocks Overview List
Display your own or all
Building Blocks
Features
Segmentation Building Blocks Visibility
YOU CAN DECIDE WHETHER YOUR BUILDING BLOCKS ARE FOR PRIVATE
USE OR PUBLIC USE
PRIVATE
Only the user who created the Building Block
can see and use it
PUBLIC
The Building Block is visible and can be used
by all users who have authorization
All Building Blocks are created as private Building Blocks and can then be published.
Features
Segmentation Building Blocks Usage Type
REFERENCE
Features
Create Segmentation Building Blocks
1.
Select a segmentation
profile for checking the
counts
2.
Features
Use Segmentation Building Blocks in Segmentation
In the attribute tree of the segmentation screen, private and public building blocks are visible.
Only those building blocks are displayed which involve the same segmentation object as the
selected segmentation profile.
Private Building Blocks
Features
Using Predictive Measures
Features
Creating Target Groups
Target Groups
Creating a Target Group From a Segment
Target Groups
Overview List
Toggling My/All
Filter tiles
Free-text
search
Target Group
Operations
Summary
Summary
YOU SHOULD NOW BE ABLE TO
Explain Audience Discovery and Targeting
Use the features of Audience Discovery and Targeting
Create target groups from segments in ADT