Segmentation - Custom Data Source SAP Marketing Cloud

[former_member576423]

Hello Experts,

I have a custom table for product characteristics with 0:n cardinality. I have created a custom business object with some products characteristics. I have added ORIGIN and ORIGIN ID and other fields to the CBO.
I will get the product characteristics downloaded from ERP system. I want to use this object in Segmentation in segmentation object for All Accounts.

I want to understand if I segment the customer based on the product id or product characteristics from this custom business object how the contacts will be filtered out? In the custom business object i have not included any contact id.

I believe i need to do something extra before add the CBO to the Segmentation object. Can someone highlight? DO i need to maintain the relationships between this CBO and any other standard data source? DO i need to create another datasource? Can someone highlight what should i do to proceed further?

My segmentation condition will be all accounts with specific products id/characteristics from the CBO. We are using Marketing cloud.

Regards,

Mayank

[arunapai]

Hi Mayank,

The accounts are filtered based on the Origin and ID mapping that you maintain while assigning the CBO to the Segmentation Object, which is All Accounts in your case.

When you use the CBO attributes for segmentation, you will arrive upon a segment which will be list of accounts and not contacts in the account.

Thanks and regards

Aruna

[former_member576423]

arunapai - Thanks. My requirement is your second option.

"You could also use the custom view approach if you want to use 'All Accounts' segmentation profile itself and model your views. Here is the documentation for Creation of Custom views and assignment to Segmentation Object"

I have a CBO which has Product ID and origin. I want to join CBO and CUAND_CE_IA_PROD so that in segmentation if i select any attribute of my CBO, the result should get all the customers purchased any product which has the CBO attribute. Thus i believe i need to join the CBO and CUAND_CE_IA_PROD?

BR Mayank

[arunapai]

Hi Mayank,

Yes. You could create a custom view, with the join between the CBO and CUAND_CE_IA_PROD. Import the view for usage in Segmentation. Enable the attributes that you want to see in Segmentation. And when you select the attribute from CBO, which is the product id in your case, the join will be respected and you will receive the desired result set.

Thanks and regards

Aruna

[meruyert_b]

Hello,Mayank!

Did you solved your problem? I have the same problem: need to join cbo and core tables and add to segmentation.

If you can help me, share please.

Meruyert

[arunapai]

Hello Mayank,

Here are the steps I performed to mimic the scenario you have described in the question -

1. Uploaded an Account with a specific origin and id

2. Created a CBO and performed CBO assignment to Segmentation. The CBO has entries in which there are attributes that have matching values to origin and id of the account that i have maintained for my account, along with more product attributes.

During Assign CBO to Segmentation, there is a Map fields section -It is this mapping that helps in deriving segment when you apply the filter condition later in segmentation modeling. I map the attributes of the CBO that match to the origin and id of the account.

3. I can see the fields of the CBO in the Segmentation attributes which I can then use them in filter condition.

Please let me know if this answers your question. If yes, then I will elaborate this in a blog.

Thanks and regards

Aruna

[former_member576423]

HI Aruna,

In my CBO i wont be having the Account Origin ID and Origin. Since these are the product attributes, it is linked to Product Origin ID and Product Origin.

The only link would be interaction sales data for this product classification and customer.

[arunapai]

Hello Mayank, In this scenario, you could have a CBO which is representing interaction sales data (which has key information), and then create a sub node with the product properties.

You could then choose to assign it to 'All Interactions' Segmentation object and map the interaction id field to the db key during mapping. You could then use the fields in segmentation modeling.

Or

You could also use the custom view approach if you want to use 'All Accounts' segmentation profile itself and model your views. Here is the documentation for Creation of Custom views and assignment to Segmentation Object - Create CV, Assign CV

[silviabackes]

Hi Mayank,

Does the comment from Aruna help? If yes, please close this question. Or tell us what is still open.

Thanks and best regards,

Silvia

[former_member576423]

HI silvia.backes : No it didnt answer my question. I want to understand do i need to do the hana modelling to link products class and characterirsitcs with Account?

if yes, then what is the process of doing it?