Save Selection In Endeca

2021, Feb 10    

If you want to save your selection in Endeca, there are 2 options:

1. List Request Segment (available only in Contacts Tab - additionally at least Contact Region or Country must be selected)
2. Bookmark (works with any criteria)

List Request Segment

It is available in Contacts Segmentation tab only. At least Contact Region, Contact Sub Region or Contact Country needs to be selected for the list request segment to be saved successfully.

In the below example I selected Contact Region = ‘EMEA’ and Can Email = ‘Yes’

I gave the name of my Segment = ‘testEmEMEA’ and clicked on Submit.

Confirmation comes in a second:

If you don’t meet minimum requirements you will get such Error message:

Bookmark

Bookmarks do not have any limitations. They can be saved in any of the tabs. They don’t require any selections to be made for successful save.

You bookmark your current segment with click in bottom right of the screen:

You need to provide a name for your bookmark (in my case ‘testBookmarkEmailOnly’)

There is no confirmation pop-up.

Accessing Bookmarks or List Segments

Both Bookmarks and List Segments can be viewed and selected in Home Page tab:

Bookmarks have a great advantage -> they can be shared

List Request Segments cannot be shared, but you need to create them when you plan to target your contacts via GMSS list request. These saved List Request Segments are visible while creating Endeca List Request in GMSS Services Portal