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Setting Up Waves for Campaign Loads


If your marketing program consists of a one-time campaign and treatment—and you are confident that your organization can handle the volume of responses—then you probably do not need to define multiple waves. Siebel Marketing provides a 100 % fully allocated wave (with a wave code of A and a time lag of 0) when a campaign is created.

If you are planning a multistage recurring campaign and anticipate a large distribution list of contacts to receive an offer, you may want to take a measured approach to distribution and split fulfillment of the offer among a number of waves.

Waves, or set distribution periods, are commonly used to:

  • Test the campaign concept. An initial sampling to gauge campaign response is followed by a larger distribution.
  • Examine the campaign mechanics. A measured distribution of the campaign offer provides information to guarantee the campaign mechanism works efficiently from order entry, to fulfillment, to response tracking.
  • Balance the load on a fulfillment center. In this case, each wave may include 10 to 15% of the list to make sure existing resources can reasonably handle launching a campaign, including managing campaign responses.

In addition to setting up waved distribution periods, you can set a lag time for additional waves that reference the stage launch date, and then split the generated list by a percentage of contacts for each wave period. You can also split by a List Measure. The measure must be included in the list to be available for use in splitting the list.

You can use the List Distribution list to specify the vendor export list format and distribution method for each wave. Before creating a second wave, decrease the number in the % field of the first wave, which, by default, is 100%. The total percentage of values cannot exceed 100.

To set up multiple waves for a campaign load

  1. Navigate to the Campaigns screen.
  2. In the Campaigns list, click a campaign name.
  3. Click the Design view tab.
  4. From the link bar, click Wave Settings.
  5. In the Waves list, create a new record.

    Use the following table as a guide.

    Field
    Comment

    Wave Code

    Enter a wave code, up to 10 characters. You cannot save the record without a wave code. The wave code appears as part of the source code for the campaign member if you set up the source code format to include it. The wave code for the default wave is A.

    Description

    Describe the characteristics of the wave.

    Lag

    The default is 0. Enter the amount of time the wave is delayed after loading a campaign. The maximum lag for the waves cannot be greater than number of days between the start date and end date of the campaign.

    The wave is launched when the server processes the Launch Campaign request.

    This server process can be scheduled or can be manually started using the right-click menu in the Program Flow workspace.

    Lag Unit

    Choose either Hours or Days.

    %

    The default percentage is 100 for a single wave. If you are planning multiple waves, first reduce the percentage number in the first wave and enter the percentage of contacts that are included in the second wave. The total percent values cannot exceed 100%.

  6. Complete the necessary fields and save the wave record.
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