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Siebel Marketing Guide > Previewing and Generating Lists >
Manually Loading a Campaign (Generating a List)
The following procedure explains how to manually generate a list from the Program Flow view. When you manually load a campaign, the scheduled task will not appear in the program's Schedule calendar view. For more information, see Using the Schedule Calendar View.
For information about loading a campaign (generating a list) automatically, see Launching Programs and Campaigns.
To generate a list
- From the application-level menu, choose View > Site Map > Programs > My Program Plans.
- In the Program Plans list, select the program.
- Click the Program Flow view tab.
The Program Flow workspace appears, containing stage, segment, and campaign objects.
- In the Program Flow workspace, select the campaign plan object, right-click, and choose Load Campaign from the menu.
- In the Manual Execution - Load Campaign dialog box, select the campaign name. If there are no campaign names, click Submit.
Loading a campaign plan creates the campaign record and links it to the selected stage occurrence.
NOTE: To generate the list at a later time, adjust the displayed date and time in the Manual Execution - Load Campaign dialog box.
- Click Submit to queue the server task.
To check the status of the server task
- From the application-level menu, choose View > Site Map > Server Administration > Components.
- Locate the Marketing Server task state.
The task state should be running, and the status field should contain the stage identifier and Counter List.
- When list generation completes, the status field should read Completed.
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Siebel Marketing Guide Published: 23 June 2003 |