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Siebel Marketing Guide > Planning and Budgeting for Marketing > Creating a Marketing Plan >
Associating Marketing Plan Tactics With the Marketing Plan
A plan tactic is a marketing program, event, or standalone campaign that you have associated with a marketing plan. A marketing plan can be associated with any number of marketing programs, events, or standalone campaigns.
- A marketing program is any program plan created in the Programs screen.
- An event can be any event created in the Events screen.
- A standalone campaign can be any campaign created in the Campaigns screen that is not associated with a marketing program.
To associate a plan tactic with a marketing plan
- Create a marketing program, event, or standalone campaign.
- From the application-level menu, choose View > Site Map > Marketing Plans.
- In the Marketing Plans list, query for the appropriate marketing plan.
- Click the Plan Tactics view tab.
- In the Plan Tactics list, create a new record.
- In the Plan Tactics dialog box, query for the program, event, or standalone campaign that you want to associate with the plan and click OK.
NOTE: Each tactic can only be associated with one marketing plan.
- You can modify all the fields in this record except Plan Item, Type, and Organization.
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Siebel Marketing Guide, Version 7.5, Rev. A Published: 18 April 2003 |