Add Segment Summaries

The Segment Summary tab displays information about the segments that make up a planned marketing effort.

The Package Summary frame displays totals for packages entered on segment assumptions. For more information about entering assumptions, see Assumptions.

When you create a segment summary, you write a selection that describes the group of people included in the segment. This selection text will be used by your marketing coordinator or other staff to create the queries that determine who will be included in the segment. Provide as much detail as possible to assist the person who will be creating the segment.

For example, a selection could consist of the following “Include all records with valid addresses from the 2007 opportunity file. Do a 5% split test of the records using the new “Tax Break” Premium Package. The rest should get the standard 'Tax Break' package.

When you approve a plan, a marketing effort is created for each planned marketing effort. The Segments grid in each marketing effort is automatically populated with all the segment summaries from the plan. These summaries enable you to group segments together so their values “roll up” into each other.