Siebel Partner Relationship Management Administration Guide > Managing Marketing Campaigns with Siebel PRM > Collaborative Marketing with Partners >

Managing Collaborative Marketing Campaigns

Campaigns typically involve contacting current or potential customers to market your products. For instance, you might have a campaign to contact people and sign them up for a seminar, or a campaign to send out a promotional mailing requiring that the recipients call in if they are interested in your products or services.

Because campaigns are contact-intensive, they are often handled by a call center. Many Siebel campaign functions are designed to maximize a campaign's effectiveness in a call center environment. Siebel applications let you create campaigns, specify lists and groups of people to call, specify quotas for the call center personnel, and track which employees have the skills needed for different campaigns.

Partner employees have access to call center campaigns through the Siebel PRM Portal in the same way that your employees have access through the Siebel PRM Manager. Partners can use the Siebel PRM Portal to update call status and outcome, refresh the contacts list, launch SmartScripts, create campaign leads, and do the other things that your internal employees do when they work with campaigns.

You can also share other kinds of campaigns with partners, such as email, Web, or direct mail campaigns. For example, the brand owner could set up an email campaign, allow the partner to edit the contact list, close the campaign for editing, and then launch the email campaign. In this case, the brand owner executes the email campaign, but the partner has input on where the emails are sent.

You create collaborative campaigns and campaigns that your own company executes in the same way. The only difference is that, for collaborative campaigns, you add partner organizations to the campaign, as well as your own employees. Siebel PRM lets your partners use the same functionality that your own company uses to run campaigns.

After associating partner organizations with the campaign, you can use the Execution Options view of the Campaign Administration screen to assign campaign contacts to partners manually or by using Siebel Assignment Manager. Partners see only contacts that have been assigned to them. You can also use this view to specify whether partners can add and edit contacts for the campaign.

As an alternative method of assigning partners to campaigns, you can use the Administration - Administration screen > Campaign Groups view to create groups of employees. For example, you can define a team of people within a partner company who regularly execute campaigns as a campaign group. You can assign the groups to campaigns, by using the Campaign Management screen > Groups view. After you assign the campaign to the partner organization, the partner can also assign these groups to the campaign using the Siebel PRM Portal.

In one typical way of executing a collaborative campaign, the brand owner sets up the campaign and provides a contact list to the partner company, and the partner executes the campaign in its call center. For example, a collaborative campaign might involve the following scenario:

• Your company and your partner have sponsored an event collaboratively. You want to follow up by giving the attendees a phone offer to buy one of your products at a discounted price.
• You create the campaign and the offer using the Siebel PRM Manager's Campaign Management screen.
• You add the attendees at the trade show to the campaign's Contacts/Prospects list using the Siebel PRM Manager's Campaign Administration screen. Alternatively, you import a list of attendees using the Siebel list management functionality, which lets you import lists in many standard formats.
• You add one or more partner organizations to the campaign using the Siebel PRM Manager's Campaign Administration screen. All partner companies whose organizations have been added will have visibility into the Campaign header using the Campaign Planning screen on the Siebel PRM Portal. A marketing manager at the partner company can then add employees at the partner company to the campaign team.
• Depending on the execution options, campaign contacts will be assigned to the partners associated with the campaign either through Assignment Manager or manually. Other options determine whether partner organizations can or cannot add, remove or edit campaign contacts.
• The partner company's call center executes the campaign. Partner employees who are on the campaign team can see this campaign in the My Campaigns view of the Siebel PRM Portal's Campaigns screen. They can click the view tabs to display a summary of the campaign, the call guide, the offer, the list of prospects and contacts, and other information.

For more information about creating campaigns, see Siebel Applications Administration Guide.

To add partner organizations to the campaign team

1. Navigate to the Campaign Management > Campaign List view.
2. In the Campaign list, select the campaign that you want the partner to execute.
3. In the Organization field of the campaign, click the select button and use the dialog box to select partner organizations.

   All partner organizations that were added can see information about the campaign through the Campaign Planning screen of the Siebel PRM Portal.