Table 58. Selected Campaign Fields
Field
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Comment
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DBM
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This read-only field displays a check mark for TRUE if the campaign was created in Siebel Marketing. This field is not selected if the campaign was created using Siebel Campaigns.
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Division
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Select the internal division responsible for the campaign.
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DNIS
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Type the telephone number associated with the campaign. This number must be set up separately in Siebel CTI (Computer Telephony Integration).
The DNIS field for a campaign is used in CTI to query for this campaign and drive a screen pop to this campaign. See Siebel Communications Server Administration Guide for more information.
Type only numerals in this field. Do not use hyphens, spaces, parentheses, periods, or any characters other than numbers.
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End
|
The default is the current date and time. Click in the field and use the calendar controls to select the campaign's end date.
The start and end dates drive which campaigns are visible to the agents in the My Campaigns View.
Start date must be less than or equal to today and end date must be greater than or equal to today.
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Language
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From the drop-down list, select the language in which the call script was created and click in the field you wish to complete next.
If no language is specified, the selected SmartScript runs in the default language for the application. If the script does not have a translation for the language selected, you will get an error when trying to run the script.
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Lead Partner
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Select from the partner organizations associated with the campaign. The lead partner will automatically be copied to the responses and opportunities associated with this Campaign. This field allows you to track partner participation in marketing efforts.
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Lock Assignment
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Select the Lock Assignment check box if the campaign team cannot be changed by the Territory Assignment Manager.
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Name
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(Required) Type a campaign name.
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Objective
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Type a description of the campaign objective—for example, "To increase sales by 10%."
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Organization
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You can associate internal and external (partner) organizations. When you add a campaign to a program, it inherits the organizations associated with the program.
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Parent Campaign
|
If the campaign is a subcampaign, identify the parent campaign.
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Period
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Select the predefined period that the campaign will be active. The Start and End Dates reflect the period selected.
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Purpose
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Type the purpose of a campaign—for example, "To cross sell products to existing customers."
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Region
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Select the region of the country that the campaign targets. Options in the standard product are North, South, East, or West.
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Response Type
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(Required) Select either Opportunity or Response from the drop-down list. The default value for this field is Opportunity. The value in this field affects which fields are enabled during a customer interaction.
- Select Opportunity if your campaign targets contacts or prospects who have already expressed interest in your offerings. This choice allows you to use the Create Opportunity menu option to promote the response to an opportunity based on the customer's interest. Only one opportunity may be created for a campaign contact or prospect.
If you have defined the response type of your campaign as Opportunity, and if the person who responded is a prospect, the prospect will be promoted to a contact when you select the prospect in the campaign Overview list and click Create Opportunity.
- Select Response if your campaign targets prospects that have not been qualified. This choice enables the Create Response and View Response buttons. Once a response is created, it can be promoted to an opportunity from the Response view. Because an agent may contact a prospect multiple times, this activity can generate multiple responses for a Campaign Contact or Prospect.
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Route Contacts
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Select this check box if you want to dispatch campaign contact records to mobile users defined as members of the campaign team or group.
By default, routing rules for campaign contacts are not included in the application. If your company wishes to route campaign contacts to mobile users, please contact Siebel Professional Services.
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Route Prospects
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Select this check box if you want to dispatch campaign prospect records to mobile users defined as members of the campaign team or group.
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SmartScript
|
Select a call script, if needed, to guide the agent's interaction with the customer. To appear in the list, scripts must be set up in advance using Siebel SmartScript. For instructions, see Siebel SmartScript Administration Guide.
The call script starts when an agent clicks the Script button in the Campaign Contacts or Prospects view.
You can use the Call Guide as an alternative to a SmartScript call script.
If more than one script is associated with a campaign, the script flagged as primary runs when the agent clicks the Script button.
|
Source Code
|
This unique campaign identifier based on the RowID is automatically filled in. The source code can be changed to a more meaningful value as long as the value is unique.
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Start/End
|
The default is the current date and time. Click in the field and use the calendar controls to select the campaign's start date.
The start and end dates drive which campaigns are visible to the agents in the Campaigns > My Campaigns View.
To appear in the Campaigns screen, The start date must be less than or equal to today and the end date must be greater than or equal to today.
|
Status
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Options for status in the standard product are Planned (start and end dates in the future), Active (start date in the past and end date in the future), and Completed (start and end date in the past). The status must be set by the user and does not automatically change when the campaign is launched.
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Summary
|
Type a summary of the campaign.
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Target Calls Per Day
|
Type the number of calls you expect to be made per day.
Using Siebel Tools, you can configure Campaign charts to compare these target values with the actual call activity recorded during the campaign.
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Territory
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You can select more than one territory. If more than one territory is selected, designate one territory as the primary.
A value in this field can be used by Siebel Assignment Manager.
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Total Cost
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Click in the field and use the calculator controls to type the total cost of the campaign. This value should include the rollup of costs for subcampaigns.
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Total Target Calls
|
Type the total number of calls that is the goal for the campaign.
Using Siebel Tools, you can configure Campaign charts to compare this value with the actual call activity recorded during the campaign.
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Type
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Options for Type in the standard product are Acquire, Retain, Win-Back, Cross-Sell, or Up-Sell.
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