Siebel Marketing User Guide > Planning and Designing Marketing Campaigns > Process of Setting Up Campaigns >

Associating Offers and Segments with Campaigns

Before you implement a marketing program, you can associate one or more offer treatments with the campaign, depending on your marketing strategy. The Offers list provides information about each offer, including the name and description, the offer type, and the source code assigned to this particular offer, and any associated product and price list.

When you load a campaign, Siebel Marketing creates a wave record, and copies the associated treatments to the wave history. Any views showing the treatments for each campaign have built-in visibility to prevent invalid treatments from appearing to end users. A valid treatment is a treatment with a current date that falls between its defined activation and expiration dates. If activation and expiration dates are not defined for the treatment, the treatment is valid by default. When you load and launch a campaign, Siebel Marketing copies the campaign treatments to the wave history.

NOTE:  If you plan to change treatments during the campaign (after launching one or more waves), do not disassociate the previous treatment. Instead mark the previous treatment as expired (using the expiration date), and associate the new active treatment. This method continues to capture and report on responses from the previous version of the treatment.

To associate offers with a campaign

1. Navigate to the Campaign Management screen.
2. In the Campaigns list, click the campaign name.
3. Click the Design view tab.
4. In the Offers list, create a new record.
5. In the Add Offer dialog box, select a predefined offer, and click OK.
6. In the Treatment list, click New.
7. Select one or more treatments for the offer(s) associated with the campaign, and click OK.

To associate a segment with a campaign

1. In the Marketing Module, create a segment.
2. In the Segment Designer, navigate to the Campaigns screen > Campaign List view.
3. Click the campaign Name.
4. Click the Design tab.
5. In the Design link bar, click Segments/Lists.
6. Click Add Segment to associate the segment.

   If the segment has never been used in a campaign previously, click Choose a new segment, and select the segment from the folder location where you saved it.

7. To associate more segments, repeat Step 6.

To load a campaign with associated segments

1. After the desired segments are associated, click the menu on the upper campaign form, select the Design tab, then select the Segments/Lists view.
2. In the Allocation matrix, check one or more check boxes to allocate the segment or segments to your treatments.
3. From the Campaign Form menu, choose Load Campaign to associate the members of the segment with the campaign.
4. Pick a time and date for the load request, and then click OK.

   NOTE:  For more information, see Allocating Segments to Offer Treatments.

Table 23 describes how prospects and contacts can be used in segments associated with campaigns.