Siebel Marketing Guide > Designing Marketing Program Plans > Using the Program Flow >

Adding a Campaign Plan to a Stage

If you previously defined and saved campaigns with associated offers using the All Campaign Plans form, you can add them to the Program Plan.

To add predefined campaigns with associated offers

  1. From the application-level menu, choose View > Site Map > Programs > My Program Plans.
  2. In the Programs list, select the program and click the Program Flow view tab.
  3. In the Program Flow workspace, select the Stage object.
  4. In the palette, select the Campaign Plan object and drag it from the palette to the workspace.
  5. In the Pick Campaign dialog box, select the campaign, and click OK.

    6. NOTE:  If you do not see the campaign you want in the Pick Campaign dialog box, it may be already associated with another program. Although offers are reusable, campaigns are not. Use the My Campaigns or All Campaigns view to determine which program is using the inaccessible campaign. Then, create a campaign with a different name and the same offers.

To define a new campaign with offer from the Pick Campaign dialog box

  1. In the Pick Campaigns dialog box, click New.
  2. In the Pick Campaign form, type a name and description for the campaign and save the record.
  3. In the Pick Campaign dialog box, select the campaign and click OK.
  4. In the workspace, double-click the Campaign object to open the Campaign detail form.
  5. Click the menu button and choose Edit Record to add details.
  6. Click the Offers view tab.
  7. In the Offers list, create a new record.
  8. In the Add Offer dialog box, select an offer and then click OK.
  9. Click the Waves view tab and change the percentage in the default wave, if desired.

    10. The Waves list shows a default wave of 100%. For more information on waves, see Specifying Waves and Vendor-Specific Lists.

  10. Save the record before defining additional waves.
  11. To define another wave, create a new record.

NOTE:  In some marketing programs, a control segment of customers may be targeted by a test campaign with no associated offer, to gauge response to the offer. For details, see Testing Campaign Offers Before Launching a Campaign.


 Siebel Marketing Guide, Version 7.5, Rev. A 
 Published: 18 April 2003