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Siebel Marketing Guide > Campaign Plans and Campaigns > Setting Up Campaign Execution Options >

Using Assignment Manager with Campaign Contacts

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After setting execution options, you can load and launch the campaign. If you chose to automatically assign an owner and associate an assignment rule group with the campaign, Assignment Manager runs against the contacts in S_CAMP_CON at the end of the campaign loading process.

Before launching a campaign, you can add or delete campaign contacts and prospects or change the organization and position owners associated with a contact or prospect.

When this editing process is complete, you can run assignment manager against the campaign contacts and prospects to make sure ownership and visibility are correct. To run Assignment Manager, click the Run Assignment Manager button in the Execution Options view tab. You will be prompted to select a campaign, and then Assignment Manager will run against S_CAMP_CON for that campaign's contacts and prospects. For example, partners or employees might add new contacts to the campaign during the review process. Because these new leads might not have the correct owner, you can rerun Assignment Manager to assign these new records.

NOTE:  You cannot run Assignment Manager until the campaign has successfully loaded.

To automatically assign owners to campaign contacts

From the application-level menu, choose View > Site Map > Campaigns > All Campaign Plans.
In the Campaign Plans list, select a campaign plan.
Click the Execution Options view tab.
Verify that the values in the following fields are correct:
Default Organization Owner.
Default Position Owner.
Assignment Rule Group
Load and Launch the campaign.

When the Campaign is loaded, Assignment Manager automatically assigns owners to the campaign contacts.

If you wish to run Assignment Manager again, you can click the Run Assignment Manager button and select the campaign that you want to load and launch.
Click Run Assignment Manager.

The Run Assignment Manager button is only available if you choose Yes - Assignment Manager in the Campaign Contact Ownership field.

In the Pick Campaign dialog box, select a campaign and click OK.

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