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Siebel Marketing Guide > Designing Marketing Program Plans >

Using the Program Wizard

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You can use the Marketing Program Wizard to create a marketing program and schedule it for automatic execution. The Program Wizard is designed to be used by marketers building uncomplicated Program Flows (less than five segments and five campaigns per stage). If you wish to include more segments in your program plan, you can specify five while using the Wizard and add the other segments later.

Before starting the wizard you need to create required elements in Marketing Administration such as customer hierarchies, campaign load mapping, output file layouts, and filters. You may also wish to create your campaigns and segments ahead of time, although you can create new records for campaigns and segments while using the Wizard. Be sure to check the supporting details for the program's components before execution, including segment criteria, campaign details and filters.

Use the following procedure to start the Program Wizard.

To use the program wizard

From the application-level menu, choose View > Site Map > Programs > My Program Plans.
In the Program Plans list, click Program Wizard.
In the New Program Wizard, type a name for your Program and click Next.

Select the appropriate Customer Hierarchy, targeting level, and Campaign Load Mapping for the program and click Next.

Type a name for Stage 1 of your Program, complete other fields, and click Next.
Select from one to five segments to include in Stage 1 and click Next.

NOTE:  If you have not created your segments yet, click New on the Segments list to create new segment records without leaving the Wizard.

Type the priority for each of the segments in your stage and click Next.

Priority is used during Allocation to resolve contacts that quality for more than one segment. For Wizard fields that do not display a segment (because fewer than five were assigned to the stage), simply leave the priority values as the defaults.

Select from one to five campaign plans to include in Stage 1 and click Next.

If you have not created some of your campaign plans, you can create new campaign plan records without leaving the Wizard.

For the first segment, type the percentage of contacts that should be allocated to each campaign and click Next.

If you selected fewer than five campaigns, do not type a value in a Wizard field that does not show a campaign name.

NOTE:  Repeat Step 6 for each of the remaining segments and click Next.

Verify Stage 1 information and click Next to continue. If a Stage 1 entry is incorrect, click Previous to return to the Wizard form containing the incorrect information, and modify the information.
If you wish to add another stage, choose Yes and click Next to continue.

If you have completed your program stages, choose No and click Next.

To schedule the program, perform the following steps:

NOTE:  If you do not wish to schedule the program, leave the fields empty and click Finish.

Type the start date and indicate whether the program should recur and how often.
To put the program on the active calendar, select Activate Schedule.
Click Finish.

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