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Siebel Marketing Guide > Campaign Plans and Campaigns >

Preparing a Campaign

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You use campaigns in Siebel Marketing and Siebel Campaigns. Prior to creating or modifying a campaign, you need to perform some or all of the following tasks:

Import or create lists. Import lists or create lists of campaign contacts, prospects, or existing customers you need for the campaign. For details, see Importing and Managing External Lists and Creating and Managing Internal Lists.
Associate lists with a campaign. Associating a List of Prospects or Contacts With a Campaign.
Select the contacts and prospects. Add the names of contacts and prospects you will be targeting with the campaign. For details, see Adding Contacts and Prospects to a Campaign Individually.
Determine campaign activities and milestones. Create activity plans with associated activities for your campaigns. For details, see the chapter about activities in Applications Administration Guide.
Set up campaign groups and teams. Specify group or team members to launch the campaign. For details, see Working With Campaign Teams and Groups.
Establish employee skills. Determine what employee skills are needed to launch the campaign. Setting Up Campaign Assignment Skills.
Develop quotas. Set up quota plans for campaign team members to meet and determine incentives or rewards for those who meet their quotas. For details, see Setting Up Campaign Quotas.
Define the Segments. For more information, see Defining Filter and Segment Criteria.
Set up campaign execution options. For more information, see Setting Up Campaign Execution Options.
Define the offers. Create the offer that your customers will receive, and associate the offers with campaigns. For details, see Creating and Using Offers.
Create a SmartScript. This SmartScript will guide agents through a campaign call. For details, see Using SmartScripts.
Prepare literature items. Prepare any literature items associated with the campaign. For details, see the chapter about literature in Applications Administration Guide.

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