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Siebel Marketing User Guide
What's New in This Release
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Marketing Process Flow
About Campaigns
Executing Campaigns from Start to Finish
Executing Stand-Alone Campaigns from Start to Finish
Executing Marketing Programs from Start to Finish
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Planning and Budgeting for Marketing
About Planning and Budgeting for Marketing
About Marketing Initiatives
Creating Initiatives and Linking Initiatives to Plans
Process of Creating Marketing Plans and Budget Requests
Creating Marketing Plans
Setting Goals for Marketing Plans
Creating and Associating Tactics with Marketing Plans
Developing and Managing Marketing Funds
Creating and Submitting Budget Requests
About Developing and Tracking Budgets for Marketing Plans
Developing and Tracking Budgets for Marketing Plans
Associating Purchase Orders with Marketing Tactics and Budget Requests
Creating Line Items for a Purchase Order
Managing Marketing Assets and Collateral
Attaching Documents to Marketing Plans
Adding Expenses for Events, Campaigns, and Programs
Associating Invoices and Invoice Items with Expenses
About Loyalty Programs
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Marketing Segments and Segment Trees
About the Segment Designer
Creating Segments in Segment Designer
Adding Criteria Blocks to Segments
Saving Result Sets for Marketing Segments
Segment Advanced Options
About Segment Tree Designer
Creating and Editing Segment Trees
Splitting Segments or Branches
Constraining List Data for a Segment Tree
Adding or Removing Constraints to the Eligible Audience
Segment Tree Advanced Options
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Designing Marketing Programs
About Designing Marketing Programs
Process of Designing Marketing Programs
About Multistage Programs
About the Program Execution Workflow
Creating Programs
About Using the Program Flow
Adding Stages to Programs
Specifying Repeating Stages Within Programs
Associating Segments with Campaigns
Adding Campaigns to Stages
Setting Up Waves for Campaign Loads
Adding Imported or Internal Lists to Campaigns
Adding Trees to Campaigns and Allocating Segment Tree Cells
Creating and Applying Program Templates
Executing Programs
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Creating and Using Offers and Treatments
About Creating and Using Offers and Treatments
Process of Creating and Modifying Offers
Creating, Modifying, and Associating Products with Offers
Creating and Modifying Offers
Adding Treatments to Offers
Associating Products with Treatments
About Creating and Editing Treatment Templates
Process of Creating and Editing Treatment Templates
Creating Treatment Templates and Adding to the Template List
About Using Hyperlinks (HREF) in Treatment Templates
About Email Treatments
Process of Working with Email Treatments
Creating Email Treatments
Associating Templates with Email Treatments
Editing Treatments
Adding Attachments to Email Treatments
Adding Response Forms to Email Treatments
Creating Activities for Contacts and Prospects
Previewing Treatments
Personalization Items
Merge Fields Personalization Item
Using Merge Fields in Email Treatments
About Merge Fields in Email Treatments
About Creating Conditional Content
If-Then-Else Personalization Element
Named Blocks Personalization Element
About Applying Localization Rules to Treatments
About Fax Treatments
Process of Working with Fax Treatments
Associating Templates with Fax Treatments
Delivery Profiles for Fax Treatments
Creating Delivery Profiles and Associating with Fax Treatments
Web Treatments
Associating Templates with Web Treatments
Adding Attachments to Web Treatments Downloads List
About Associating Web Offers, Web Surveys, Events, and URLs with Treatments
Related Web Offers, Related Web Surveys, Related Events, and Related URLs links
Associating Web Offers, Web Surveys, Events, and URLs with Offers
Creating Other Treatment Types
Contact Call Treatments
Direct Mail Treatments
Media Treatments
Phone Treatments and Direct Sales Treatments
Creating Call Guides for Phone Treatments
Associating Literature with Treatments
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Planning and Designing Marketing Campaigns
About Siebel Campaigns
Process of Planning and Designing Marketing Campaigns
About Creating and Using Activity Plans
Creating Activity Templates
Associating Activity Plans with Programs and Campaigns
Viewing Timelines
Associating Documents with Programs and Campaigns
Process of Setting Up Campaigns
Creating Campaigns
Campaign Elements That Can Be Associated with Campaigns
Associating Offers and Segments with Campaigns
Allocating Segments to Offer Treatments
Associating Related Events with Campaigns
Using SmartScripts with Campaigns
Creating and Applying Campaign Templates
Process of Setting Up Teams and Groups
Assigning Teams to Campaigns
Setting Up Campaign Groups
Associating Groups with Campaigns
Process of Setting Up Campaign Execution Options
Setting Up Execution Options for Campaigns
Using Assignment Manager with Campaign Contacts
Process of Setting Up Campaign Quotas
Creating Campaign Quota Plans
Defining Quotas for the Plan
Assigning Awards to the Campaign Quota Objective
Assigning Campaign Quota Plan Participants
Process of Setting Up Campaign Assignment Skills
Associating Assignment Skills with Campaigns
Defining Campaign Skill Items
Deleting Assignment Skills and Campaign Skill Items
Using Siebel Marketing with Siebel Events Management
Testing Campaigns
Scenario for Testing Campaigns
Testing Campaigns That Have Email and Fax Treatments
About Using Response Management
Adding Response Information to Prospect or Contact Records
Using Automatic Source Code and Treatment Code Lookups
Adding Products to Responses
Adding Orders to Responses
Adding Opportunities to Responses
Adding Attachments to Responses
Response Type Definitions
Promoting Responses to Opportunities
Creating Automatic Responses from Opportunities and Orders
Reviewing and Adding Campaign Elements in Campaign Explorer
Process of Loading Customers in Campaigns
Associating Lists of Prospects or Contacts with Campaigns
Troubleshooting the Contact/Prospect List
Adding Contacts and Prospects to Campaigns Individually
Viewing Campaign Contacts and Prospects
Loading Campaigns
About Reviewing Contacts and Prospects in Active Campaigns
Using Waves with Campaigns
About Previewing and Generating Lists
Previewing Lists
Manually Generating Campaign Lists
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Launching Programs and Campaigns
About Launching Programs and Campaigns
Process of Launching Campaigns
Launching Campaigns Manually
Launching Email and Fax Campaigns
Understanding the Marketing Campaign Launch Workflow Process
Checking Campaign Launch Status
Suspending and Relaunching Email Campaigns
Process of Using the Schedule Calendar View
Schedule Calendar View
Scheduling a Stage Execution
Scheduling the Execution of Campaigns
Displaying Campaign Charts in Siebel Campaigns
Displaying Campaign Achievement Charts
Displaying Call Status Analysis Charts
Displaying Call Status Analysis by Employee Charts
Displaying Lead Quality Analysis by Campaign Charts or Response Charts
Displaying Opportunity Revenue Analyses
Displaying Order Revenue Analysis Charts
Displaying Campaign Trend Analyses
Process of Displaying Response Charts in Siebel Campaigns
Accessing the Response Charts
Displaying the Campaign Analysis (Response) Charts
Displaying the Opportunity Analysis (Response) Charts
Displaying the Offer Analysis (Response) Charts
Displaying the Offer Type Analyses (Response) Charts
Displaying the Revenue Analysis (Response) Charts
Displaying the Average Opportunity Revenue Analysis (Response) Charts
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Managing Lists
Siebel List Management Module
Process of Importing and Managing External Lists
Verifying Preinstallation Requirements
About Importing External Lists
Creating Records for Importing External Lists
Matching Approach and Match Resolution
Selecting Matching Approach and Match Resolution
Mapping External List Columns to Database Columns
Launching Import Requests and Tracking the Import Status
Campaign and Response Data
Maintaining Attributes for List Records
Mapping Fields
Applying List Import Formats
Displaying Import Status and Error Messages
Process of Creating and Managing Internal Lists and Subscription Lists
Associating Prospect Lists in Siebel Marketing
Creating Internal Lists
Adding Prospects or Contacts to Internal Lists
Creating Lists of Prospects Using Additional Attributes
Creating and Managing Subscription Lists
Promotion of Prospects to Contacts
Promoting Single or Multiple Prospects
Promotion Map Modifications
Modifying Map Entries
Process of Viewing and Maintaining Lists
Displaying Lists of Contacts or Prospects
Deactivating or Deleting Lists
Removing Prospects or Contacts from Lists
Integrating List Management with D&B
Viewing Account Data for D&B Prospects
Promotion of D&B Prospects
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Setting Up and Using Web Marketing
About Siebel Web Marketing
Web Marketing and Web Site Visitors
Anonymous Visitor
Email Contact
Email Prospect
Logged-In Contact
Siebel Web Marketing Installation Requirements
Control of User Access to the Web Marketing Web Site
Default Responsibilities and Users for Web Marketing
Default Campaigns and Default Offers
Use of Siebel Personalization with Web Marketing
Customization of the Web Marketing User Interface
Web Templates
Web Marketing Without Frames
Full-Text Search
Response Management
Siebel Web Marketing Web Site
Web Marketing Offers Page
Web Marketing Product Detail View
Web Marketing Web Survey View
About Adding Unstructured Content
Web Marketing Information Page
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