Endeca To List Creation

Endeca To List Creation

2021, Mar 11    

Steps to submit a list request based on Endeca segment:

  1. Go to Endeca
  2. Make appropriate selection criteria:
    • in Account Based Segmentation tab -> on Account Level 01.abs.png
      In the example above I started in ABS and selected ‘Database - Enterprise Edition’ as a product.
      ( INFO: To get a list of all available products see this post )
      I added another limitation to have Accounts only from Austria. All selections are visible in right pane as below: 02.abs.png
    • in Contact Segmentation tab -> on Contact Level (previously done selection on Account level will be persistent among the tabs)
      In this tab I need to limit to geography (Account country was selected before but employees might be in different countries).
      I chose ‘Contact Country’ as Austria and as interesting titles I chose ‘Manager’ and ‘Director’
      Finally my selections look like this: 03.contact.png
  3. Give a name for List Request Segment (this name will appear in GMSS Endeca List Request form for selection. 04.contact.png
    If no issues occur your segment will be successfully saved:
    05.contact.png

  4. Go to GMSS Services Portal
    • ‘Create Request’
      06.gmss.png
    • ‘Select Your Audience’ -> ‘Create Endeca List’ -> ‘Continue’ 07.gmss.png
    • fill all mandatory fields (You need to have a valid Program Code for submitting your request)
      In the section ‘My Endeca List Segments’ you need to pick your created previously ‘Endeca Segment’ -> click in the text field as belo: 08.gmss.png 09.gmss.png Selected segment will appar in this field: 10.gmss.png

    Finally you can submit your request.

If you have any question to the process please let me know on slack or email.