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

Associating Activity Plans with Programs and Campaigns

Use the Campaigns or Programs screen's Activity Plans view to associate a template containing predefined activities with a program or campaign. An Activity Plan Template's type must be set to Program Container for marketing programs or Campaign for marketing campaigns to be available for selection.

The Activity Plans view has the following elements:

• The Campaign or Program form, which provides details of the selected campaign or program.
• The Templates list, which can contain one or many activity plan templates.
• The Activities list, which displays activities associated with the selected template.

To associate an activity plan and activities with a campaign or program

1. Navigate to the Campaigns or Programs screen.
2. In the Campaigns or Programs list, click the campaign name or program name.
3. Click the Plan view tab.
4. In the Plan link bar, click Activity Plans.
5. In the Activity Plans list, create a new record.

   In the new row, the Recurring field contains a check mark.

6. Complete the necessary fields:
   1. From the Template drop-down list, select a predefined template.
   2. Edit the existing description if desired, or enter a description of the plan.
   3. Select Suppress Calendar to populate the check box if you do not want these activities added to your calendar view.
   4. Clear Recurring if the activity must be not be written to the campaign record for every occurrence of the campaign or program.

      When you clear the Recurring check box, you indicate that this set of planning tasks is only performed one time across all occurrences. By default, each new activity plan is set to Recurring when you assign it to a campaign or activity.

      A list of activities appears in the Activities list. Note that the dates are populated by using the Lead Time column relative to the time that the activity template was associated.

7. To change the times or dates of any of the activities, click the Schedule view tab for the campaign
8. In the Schedule link bar, click Activity List.