Bookshelf v7.5.3: Creating an Offer

Table 53. Selected Offer Fields
Fields	Comment
(Legal) Approved By	Indicates the Employee designated as the Legal approver. Only the creator of an offer can define the approver.
(Marketing) Approved By	Indicates the Employee designated as the Marketing approver. Only the creator of an offer can define the approver.
(Marketing, Legal) Approved Date	Each of these fields are automatically populated with the date that the marketing or legal designate approved the offer.
Activation Date	Use the calendar controls to select the offer's activation date. You can associate an inactive offer with a campaign, but when you launch the campaign, only active offers will be executed.
Create Activity check box	Used for email offer templates. Select this option to set activity logging. When the email is sent, an activity is created for each recipient of the email, stating that the email was sent. The activity record is created through the System Activity Object for either the Campaign Recipient or Campaign Position business components.
Delivery Profile	Used for email offer templates. Select the name of the communications profile from the list. The profile is used when sending the email. Profiles are created using the Communications Administration screen's Communications Drivers and Profiles view. For details, see Creating a Delivery Profile. If you want to send out HTML email offers, select a profile based on the Internet SMTP/POP3 Server driver. If you select a different driver, the HTML in your email may not be coded properly.
Description	Type a description of the offer.
Expiration Date	Click in the field and use the calendar controls to select the offer's expiration date. Expired offers should not be associated with campaigns because they will not be sent out when the campaign is launched.
Legal Approved	When checked, this indicates that the designated person in the Legal Approved By field has approved the offer. The creator of the offer can select any employee as the designated approver of the offer. Only the creator of an offer can define the approver. When that approver logs in to the system, the approver can select the Legal Approved check box to approve the offer. No one else can approve the offer. The date field for the approval is populated automatically as soon as the approver selects the Legal Approved check box. The creator of the offer can change the approver name before approval. After the approver has approved the offer, however, the creator cannot modify the approver name.
Marketing Approved	When checked, this indicates that the designated person in the Marketing Approved By field has approved the offer. The creator of the offer can select any employee as the designated marketing approver of the offer. Only the creator of an offer can define the approver. When that approver logs in to the system, the approver can select the Marketing Approved check box to approve the offer. No one else can approve the offer. The date field for the approval is populated automatically as soon as the approver selects the Marketing Approved check box. The creator of the offer can change the approver name before approval. After the approver has approved the offer, however, the creator cannot modify the approver name.
Name	Name of the offer.
Offer Code	This system-populated field contains a unique code to identify the offer. You can change this code, but make sure the new value is unique.
Price List	A previously defined price list can be associated with this offer. A marketer can create promotional prices for specific products. When an offer recipient clicks a product item hyperlink in an email or Web offer and goes to the product detail Web page, the recipient sees the promotional price that was defined using Siebel ePricer. The set of products associated with the selected price list can be different from the set of products defined in the offer's product list. When a contact responds to an offer, clicks a product link, and goes to the product detail page, the contact sees the promotional price that is defined for that product only if that product is a part of the price list that was selected for this offer. Otherwise, the contact will see the default price for the product.
Subject Text	Used for email offer templates. Type the text that will be used in the subject line of the email. You can include merge fields in the subject line if desired. For example: Exciting offer for [Field: M/M] [Field: First Name] [Field: Last Name].
Type	The channel used to distribute the offer, such as email, eNewsletter, fax, media, phone, Web, or direct mail.
Web Server	Used for email offer templates. Type the URL (path) for the computer and directory on your Web server where the Siebel Web templates are stored. Template locations. When a contact clicks a Web offer, response form, or product catalog item in an email, a particular Web server receives that request. You must specify the Web server and directory where these templates can be found. A Web server URL looks something like the following: http://www.siebel.com/eMarketing Embedded links. When eMarketing encodes embedded Web offers, Web surveys, response forms, or product item links in an email, it assumes that the Web templates used for a particular offer, survey, response form, or product catalog are present at the specified URL. Event links. If you include an event link in your email, you must reference the Web Server for the Events views. The eMarketing Web Server location must be first and the Events Web Server location must be second, separated by a semicolon without a space before or after the semicolon. For example, your Web server field will look like the following: http://www.siebel.com/eMarketing;http://www.siebel.com/eEvents.