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Forecasting Allocation

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Forecast Allocation is used when the program is scheduled for automatic execution using the Program Execution workflow process.

Switching to Forecast mode after traditional allocation counts have been returned clears those counts from the view. To return to basic allocation, clear the Forecast Mode check box in the Stage Detail form.

Forecast mode provides two controls for determining the number of contacts for each segment-campaign combination: Forecast Allocation and Forecast % Allocation.

Use the Forecast % Allocation field to distribute a percentage of a segment's count to a campaign.

For example, you might want 75% of a segment count to receive one campaign and the remaining 25% to receive a different campaign.

In handling the response to a previous stage, you might create two segments: one for contacts who responded to the campaign, and one for contacts who did not respond. If you have two campaigns, a Welcome campaign for those who respond, and a campaign with a better offer for those who do not, you might allocate 100% of the responders for the Welcome campaign (0% of that segment would get the better offer). Then, you might set up 100% of those who do not respond to get the better campaign offer (0% of this group would get the Welcome campaign).

Use the Forecast Allocation (Max) field to set a limit on the quantity of contacts for each segment-campaign combination. For example, if you want a mailing of 500,000 for one campaign, you might split that quantity between three segments.
Combine the Forecast % and Forecast Allocation controls to specify an allocation percentage not to exceed a predetermined number. Siebel Marketing allocates based on the smaller number between a forecasted count and a % allocation.

For example, you can specify a Forecast % allocation of 80%, with a maximum Forecast Allocation of 280,000. When the snapshot for that stage is generated, Siebel Marketing determines how many counts should be in each segment. For example, if the segment has 500,000, then 80% of that is 400,000, which is larger than the capped Forecast Allocation of 280,000. Siebel Marketing would allocate 280,000 contacts to the segment-campaign combination.

If the segment had 300,000 contacts, 80% of that is 240,000, which is less than the capped Forecast Allocation value. Siebel Marketing would allocate 240,000 contacts to the segment-campaign combination.

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