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Activating and Deactivating Marketing Workflow Processes

The Siebel Marketing application requires a group of workflow processes to support various functions. Workflow processes must be activated before you can use them. When activated, the workflow process Status field contains a value of Active. For details about activating or deactivating workflows, see Siebel Business Process Designer Administration Guide.

CAUTION:  The procedure for activating a workflow has changed. You must deploy workflows in Siebel Tools and then activate workflows before you can use them. For more information, see the section about upgrade planning for Siebel Workflow Designer in the Upgrade Guide for the operating system you are using.

Activating Workflow Processes

Table 4 contains a list of workflows required for the Siebel Marketing application. To activate a workflow process, use the instructions for deploying workflows in Siebel Business Process Designer Administration Guide.

For a list of the obsolete workflow processes that you need to activate after upgrading to Siebel 7.7, see Deactivate Obsolete Marketing Workflow Processes.

NOTE:  Before attempting to use Siebel Marketing, make sure that you activate version zero (0) of all workflows in Table 4, and then restart the Workflow Process Manager Component (or Siebel Server).

Table 4.  Workflow Processes Required for Siebel Marketing
Workflow Name
Group
Description

Analytics Data Load

Marketing

Loads data through EAI for Customer Synchronization or Analytics Data Load requests

Campaign Copy

Marketing

Applies a campaign template

Email Marketing - Forward to Friend

Marketing

Sends new emails to forward recipients

Email Marketing - Update Status

Marketing

Updates the delivery status of an email offer

Generate Source Code

Marketing

Generates source codes for a campaign

Import Marketing Contact

Marketing

Subprocess for Marketing Campaign Load

List Export

Marketing

Requests list files to be generated by the Marketing module

List Purge

Marketing

Purges prospects from an internal list

Marketing Approval Process

Marketing

Routes marketing approval items

Marketing Campaign Launch

Marketing

Launches one or more campaign waves

Marketing Campaign Load

Marketing

Loads segment or list members into a campaign

Marketing Stage Execution

Marketing

Scheduled execution of a program stage

Marketing Wave Launch

Marketing

Subprocess for Marketing Campaign Launch

Program Copy

Marketing

Applies a program template

Deactivating Workflow Processes

For information about deactivating workflows, see Deactivate Obsolete Marketing Workflow Processes.

    
Siebel Marketing Installation and Administration Guide