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Siebel Marketing Guide > Program and Campaign Management Tools > Creating and Using Activity Plans >

Associating Activity Plans with Programs and Campaigns

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Use the Campaigns or Programs screen's Activity Plans view to associate a template containing predefined activities with a program plan or campaign plan. An Activity Plan Template's type must be set to Program Container for marketing programs and DBM Campaign for marketing campaigns to be available for selection.

NOTE:  Siebel Communications Server includes several predefined recipient groups. A recipient group is a group of people who are to receive particular communications. DBM Campaign Recipient is among the predefined recipient groups, with the underlying Siebel business object (DBM Campaign) and business component (Campaign Recipient). For more information on Recipient Groups for outbound communications, see Siebel Communications Server Administration Guide.

The Activity Plans view consists of:

The Campaign or Program form, which provides details of the selected campaign or program.
The templates list, which can contain one or many activity plan templates.
The Activities list, which displays activities associated with the selected template.

To associate an activity plan and activities to a campaign or program

From the application-level menu, choose View > Site Map > Campaigns or Programs screen.
In the My Campaign Plans or My Program Plans list, select the campaign or program.
Click the Activity Plans view tab.
In the Activity Plans list, create a new record.

A new row appears in the list, and the Recurring field displays a check mark.

Complete the necessary fields.
Click the Template select button.
In the Pick Template dialog box, choose a predefined template from the list and click OK.
Edit the existing description if desired, or type a description of the plan.
Select Suppress Calendar to populate the check box if you do not want these activities added to your calendar view.
Clear Recurring if the activity should be not be written to the campaign record for every occurrence of the campaign or program.

When you clear the Recurring check box, you indicate that this set of planning tasks is only performed once across all occurrences. By default, each new activity plan is set to Recurring when you assign it to a campaign or activity.

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