Task 2: Create the new audience levels in Campaign

This task is part of the workflow for setting up a new audience level.

Procedure

  1. Select Settings > Campaign Settings.
  2. On the Campaign Settings page, under Data Source Operations, click Manage Audience Levels.

    The Audience Levels window opens, displaying existing audience levels.

  3. Click Create New.
  4. Enter a unique Audience Level Name, which should reflect the group of identifiers at that audience level.
    Note: Audience level names have specific character restrictions.
  5. In the Field List, enter a name and select the type (numeric or text) for each field that will be used to uniquely identify each member of the audience level.
    Note: Audience level field names have specific character restrictions.

    You must specify exactly the same names as the field names in the database tables for this audience level. You will not be able to map a field in the next step unless Campaign finds an exact match for the field name.

    For example, if you are creating the audience level "Household" and you specify one field for unique audience level identifier called "HouseholdID," you must make sure that the ID field in your audience level-specific database tables matches this exactly; in other words, that it is also named "HouseholdID."

  6. Click OK.

Results

In the Audience Levels window, when you select the new audience level, you will see the required tables listed as "Not Mapped." Your next step is to map the HCL® Campaign system tables to the database tables.