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Setting Up Campaign Plans in Siebel Marketing

In Siebel Marketing, to launch a campaign, you must create a campaign plan and associate it with a program plan. A campaign plan is a template that contains details such as offers, team members, organizations, and documents. When you add organizations to a campaign plan, those organizations are copied to the campaign when it is created. If a lead partner is associated with the campaign plan, that lead partner will also be copied to the campaign. Team members associated with campaign plans are also automatically copied to the campaign when it is created.

When you launch a campaign plan, most of the planning elements are automatically copied to (inherited by) the campaign, including offers, waves, and forecast inputs.

NOTE:  You can turn off the teams and organizations inheritance features in Siebel Tools. In the appropriate business component, change the User Prop value for the Copy Teams and Copy Organizations property from Y to N. For more information, see Siebel Tools Reference.

Campaign plans are available only in Siebel Marketing. To set up a campaign plan in Siebel Marketing, you need to perform the following tasks:


 Siebel Marketing Guide 
 Published: 23 June 2003