Endeca To List Creation
2021, Mar 11
Steps to submit a list request based on Endeca segment:
- Go to Endeca
- Make appropriate selection criteria:
- in
Account Based Segmentation
tab -> on Account Level
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: - 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:
- in
-
Give a name for
List Request Segment
(this name will appear in GMSS Endeca List Request form for selection.
If no issues occur your segment will be successfully saved:
- Go to GMSS Services
Portal
- ‘Create Request’
- ‘Select Your Audience’ -> ‘Create Endeca List’ -> ‘Continue’
- 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:Selected segment will appar in this field:
Finally you can submit your request.
- ‘Create Request’
If you have any question to the process please let me know on slack or email.