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Siebel Marketing User Guide
What's New in This Release
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Planning and Budgeting for Marketing
Creating a Marketing Plan
Setting Goals for the Marketing Plan
Creating Plan Tactics and Associating Plan Tactics with Marketing Plans
Developing and Tracking Budgets for a Marketing Plan
Associating Fund Requests with a Marketing Plan
Attaching Documents to a Marketing Plan
Tracking Marketing Expenses and Associating Invoices with Expenses
Using the Marketing Plan Explorer
Creating and Submitting Budget Requests
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Designing Marketing Programs
About Multistage Programs
About the Program Execution Workflow
Creating a Program
Using the Program Flow
Adding a Stage to the Program
Using Repeating Stages Within a Program
Assigning Segments to a Stage
Adding a Campaign to a Stage
Setting Up Waves for a Campaign Load
Adding Imported or Internal Lists to a Campaign
Adding a Segment Tree to a Stage
Allocating Segment Tree Cells for a Stage
Creating and Applying Program Templates
Executing Programs
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Marketing Segments and Segment Trees
About Segment Designer
Creating Segments in Segment Designer
Adding Criteria Blocks to Segments
Saving Result Sets for Marketing Segments
Segment Advanced Options
About Segment Tree Designer
Creating and Editing Segment Trees
Splitting Segments or Branches
Constraining List Data for a Segment Tree
Adding or Removing Constraints to the Eligible Audience
Segment Tree Advanced Options
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Creating and Using Offers
Creating and Modifying Offers - Basic Steps
Creating an Offer
Modifying an Offer
Applying Globalization Rules to Offers
Associating Products with Offers
Creating and Editing Offer Templates
Creating an Offer Template and Adding it to the Template List
Using Hyperlinks (HREF) in an Offer Template
Editing a Template That Is Not Associated with an Offer
Editing a Template That Is Associated with an Offer
About Personalization Categories
Working with Email Offers
About Email Offers
Associating a Template with an Email Offer
Adding Attachments to Email Offers
About Merge Fields in Email Offers
About Email Offer Response Forms
Adding Response Forms to Email Offers
About Creating Conditional Content
If-Then-Else Personalization Element
Named Blocks Personalization Element
Associating Web Offers, Web Surveys, Events, and URLs with Offers
Creating a Wireless Offer
Working with Fax Offers
About Fax Offers
Associating a Template with a Fax Offer
Using Delivery Profiles for Fax Offers
Creating a Delivery Profile for Fax Offers
Associating a Delivery Profile with Fax Offers
Working with Phone Offers
About Phone Offers
Creating Call Guides for Phone Offers
About Direct Mail Offers
About Media Offers
Associating Literature with Offers
Working with Web Offers
About Web Offers
Associating a Template with a Web Offer
Adding Attachments to Web Offers Downloads List
Previewing Offers
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Planning and Designing Marketing Campaigns
About Siebel Marketing Campaigns
Program and Campaign Planning Tools
Creating and Using Activity Plans
Using Timelines
Associating Documents with Programs and Campaigns
Creating Campaigns
Requirements for Creating and Modifying Campaigns
Creating a Campaign
Associating Campaign Elements with a Campaign
Associating Offers with a Campaign
Associating Related Events with a Campaign
Using SmartScripts with a Campaign
Creating and Applying Campaign Templates
Working with Campaign Teams and Groups
Assigning a Team to a Campaign
Setting Up Campaign Groups
Associating Groups with Campaigns
Setting Up Campaign Execution Options
Setting Up Execution Options for a Campaign
Using Assignment Manager with Campaign Contacts
Setting Up Campaign Quotas
Creating Campaign Quota Plans
Defining Quotas for the Plan
Assigning Awards to the Campaign Quota Objective
Assigning Campaign Quota Plan Participants
Setting Up Campaign Assignment Skills
Associating Assignment Skills with a Campaign
Defining Campaign Skill Items
Deleting Assignment Skills and Campaign Skill Items
Using Siebel Marketing with Siebel Events Management
About Testing Campaign Offers
Testing Campaigns Business Scenario
Testing Email, Fax, and Wireless Campaign Offers
Using Response Management
Adding Response Information to Prospect or Contact Records
Using Automatic Source Code and Offer Code Lookups
Adding a Product to a Response
Adding an Order to a Response
Adding an Opportunity to a Response
Adding an Attachment to a Response
Response Type Definitions
Promoting a Response to an Opportunity
Creating Automatic Responses from Opportunities and Orders
Using Campaign Explorer
Loading Customers in Campaigns
Associating a List of Prospects or Contacts with a Campaign
Adding Contacts and Prospects to a Campaign Individually
Viewing Campaign Contacts and Prospects
Loading Campaigns
Reviewing Contacts and Prospects in Active Campaigns
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Launching Programs and Campaigns
About Previewing and Generating Lists
Previewing a List
Manually Generating a Campaign List
About Launching Programs and Campaigns
Requirements for Launching Campaigns Manually
Launching Campaigns Manually
Launching Email and Fax Campaigns
Checking Campaign Launch Status
Suspending and Relaunching Email Campaigns
Using the Schedule Calendar View
Scheduling a Stage Execution
Scheduling the Execution of a Campaign
Understanding the Marketing Campaign Launch Workflow Process
Viewing Campaign Charts in Siebel Campaigns
Viewing a Campaign Achievement Chart
Viewing a Call Status Analysis Chart
Viewing a Call Status Analysis by Employee Chart
Viewing a Lead Quality Analysis by Campaign Chart
Viewing a Lead Quality Analysis by Response Chart
Viewing an Opportunity Revenue Analysis Chart
Viewing an Opportunity Revenue Analysis by Employee Chart
Viewing an Order Revenue Analysis Chart
Viewing a Campaign Trend Analysis Chart
Viewing a Trend Analysis by Employee Chart
Viewing Response Charts in Siebel Campaigns
Campaign Analysis (Response)
Viewing an Opportunity Analysis (Response) Chart
Viewing an Offer Analysis (Response) Chart
Viewing an Offer Type Analysis (Response) Chart
Viewing an Offer Type Analysis (Response) by Campaign Chart
Viewing a Revenue Analysis (Response) Chart
Viewing an Average Opportunity Revenue Analysis (Response) Chart
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List Management
Importing and Managing External Lists
Prerequisites for Importing External Lists
Importing External Lists
Launching Import Requests and Tracking the Import Status
Importing Campaign and Response Data
Maintaining Attributes for List Records
Mapping Fields
Using List Import Formats
Editing the List Import Format Settings
Understanding Import Status and Error Messages
Creating and Managing Internal Lists
Using Prospect Lists in Siebel Marketing
Creating Internal Lists
Adding to Internal Lists
Creating Lists of Prospects Using Additional Attributes
Creating and Managing Subscription Lists
Promoting Prospects
Promoting a Prospect to a Contact
Promoting a Prospect's Response to an Opportunity
Modifying the Promotion Map
Viewing and Maintaining Lists
Viewing Lists of Contacts or Prospects
Deactivating Lists
Deleting Lists
Removing Prospects from Lists
Removing Contacts from Lists
Integrating List Management with D&B
Viewing Account Data for a D&B Prospect
Promoting a D&B Prospect
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Setting Up and Using Web Marketing
About Web Marketing Web Site Visitors
Setting Up Siebel Web Marketing
Installing Web Marketing
Controlling User Access to the Web Marketing Web Site
Setting Up Default Responsibilities and Users for Web Marketing
Setting Up a Default Campaign and Default Offer
Using Siebel Personalization with Web Marketing
Customizing the Web Marketing User Interface
About the Siebel Web Marketing Web Site
Using the Web Marketing Offers Page
Using Web Marketing Views and Additional Unstructured Content
Using the Web Marketing Information Page
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Assigning Character Sets for the Email Marketing Server
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