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Siebel Call Center User Guide > Campaigns and SmartScripts >

Working with Campaign Activities

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Different organizations have different requirements regarding how much information to store about campaign activities. Some organizations track campaign activities such as planning meetings, obtaining plan approvals, sending campaign-related email, and so on.

An activity record can be associated with a campaign by entering the campaign name in the Source field for the Activity. Activity records that are created in the Campaign Activities view automatically have the Source field populated with the campaign name, even though the Source field is not visible in the Campaign Activities view.

If you are using Siebel Call Center with the Communications tool bar, your software may be configured to create an activity record, automatically, for each incoming or outgoing phone call. Consult your Siebel administrator to find out whether the Source field is automatically populated for activity records created in this way. If the field is not populated automatically, you can enter the campaign data manually to associate the activity with the campaign. When an activity record contains a campaign name in its Source field, that record becomes visible in the Campaign Activities view for that campaign, even if the record was created in a different screen and view.

The following procedure describes one way to associate an activity record with a campaign, including optional steps for associating the activity with a particular campaign contact or prospect.

NOTE:  A single activity record can be associated with multiple contacts and prospects.

To associate an activity record with a campaign

Navigate to the Activities screen.
In the Activities list, select the activity you want to associate with a campaign.
In the More Info form, click the show more button.
In the Source field of the More Info form, click the select button to display the Lead Sources dialog box.
In the Lead Sources dialog box, select the campaign you want to associate with the activity, and then click OK.

The selected campaign appears in the Source field.

If you want to associate this activity with a particular campaign contact, complete the following substeps:
In the Contacts field of the More Info form, click the select button to display the Contacts dialog box.
Click New to display the Add Contacts dialog box.
Select the contact you want to associate with the activity, and then click OK to return to the Contacts dialog box.
Click OK to return to the main window.
If you want to associate this activity with a particular campaign prospect, complete the following substeps:
Click the Prospects view tab.
In the Prospects list, click New to display the Prospects dialog box.
Select the Prospect you want to associate with the activity, and then click OK.

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