Endeca To List Creation

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
     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:

3. 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:
   

4. 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.

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