Siebel Marketing User Guide > Planning and Designing Marketing Campaigns >

Process of Setting Up Teams and Groups

Many organizations assign groups of agents to particular campaigns based on skill or territory.

The most direct way to provide access to the campaign is by assigning positions to a team. However, if you have a large call center where agents are organized by predefined groups of agents, you can set up assignments one time and then assign the group to each campaign. Setting up campaign groups lets you add the key positions to a campaign group, without having to remember individual employees.

Some call centers do not have predefined groups, or the groups change often. In this case you can assign positions directly to the campaign team. Every employee position in the team has access to the campaign. To work with campaign teams and groups, perform the following tasks:

• Assigning Teams to Campaigns. (Used by Siebel Marketing and Siebel Campaigns)
• Setting Up Campaign Groups. (Used by Siebel Campaigns)
• Associating Groups with Campaigns. (Used by Siebel Campaigns)