Segmentation Profile for Corporate Account - Filter 'Marketing Area'

[Former Member]

As we know, there is standard Segmentation profile available for corporate accounts.

However we are trying to create a Seg profile for Corporate account with Filter as 'Marketing Area'.

But while adding the filter 'Marketing Area' field, we do not see the Values although we have configured multiple Marketing Areas in the implementation Cockpit

Questions :

1. Is the values for the Filter are based upon the Corporate Account data records (instead of configured) ?

2. I have uploaded a single Corporate account using Excel, but how do I add the 'Marketing Area' for this corporate account ?

3. Can I just add 'Marketing Area' alone(without permissions/subscriptions) for any contact/account using Excel upload via Subscription/Permission excel template.

Please advise.

[guipaulino · Accepted solution]

Hello papak80,

You are correct about number 1. You will only find results in segmentation once the you have records with the fields populated (in this case, marketing area field needs to be populated).

Are you familiar with API's and Postman? Whey don't you use ODapa API_MKT_CORPORATE_ACCOUNT to add marketing area to the existing contact that you've already created? It should look something like this: corporate-account-mkt-area.txt

This is very personal opinion but I find it very easy and handy to have Postman projects ready for execution whenever needed. It is much more flexible than Excel uploads.

Hope this helps you.

BR,

Guilherme.

corporate-account-mkt-area.txt

[KunalBansal]

Hi,

You're right about point 1 and you can use the OData services - API_MKT_CORPORATE_ACCOUNT_SRV, you'll find lots of videos online on how to use ODATA.

Best Regards,

Kunal