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Siebel Marketing Guide > Program and Campaign Management Tools > Creating and Using Activity Plans >

Creating Activity Templates

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Activity Plan Templates allow you to create and manage activities for programs and campaigns. You define templates using the Application Administration screen's Activity Templates and Activity Template Details views.

A campaign's activity plan template might include information on the type of activity, duration and status, a list of activities associated with the program or campaign (preparation, telephone calls, milestones, tasks), and so on.

To create an activity plan template

From the application-level menu, choose View > Site Map > Application Administration > Activity Templates.
In the Activity Plan Templates list, create a new record.
In the Template form, complete the fields and save the record.
Type a name for the template.
In the Type field, choose Program Container for a marketing program template, and DBM Campaign as an activity template for campaigns.
Type a template description.
In the Auto Trigger field, select the check box if the activity should be associated with the occurrence level.
Select the Public check box if the activity plan may be used by others not on your team.

To create activities for the template

From the application-level menu, choose View > Site Map > Application Administration > Activity Templates.
In the Activity Plan Templates list, select a template.
Click the Activity Template Details view tab.
In the Activity Template Details list, create a new record.
Complete the necessary fields for each activity assigned to the template.
From the drop-down list, choose an activity type.

NOTE:  Repeat Step 2 through Step 6 to add activities to the template.

Save the activity.

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