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Terms Used in Siebel Marketing
Siebel Marketing Initialization Checklist
Enabling Marketing Server Components
Verifying Create Table Privileges for the User Name Parameter
Stopping and Restarting the Siebel Server
Verifying Database Page Size Parameter (DB2 Only)
Creating the Marketing Repository Server Definition
Configuring Wave Batch Size Parameter
Adjusting the Max EAI Records Parameter
Initializing Multistage Programs
Enabling Automatic Response for Opportunities and Orders
Adding a Position to the Marketing Administrators Access Group
Performing Setup Tasks for Target Group Segments
Verifying Target Group Segmentation Prerequisites
Importing SIF File Changes to Support Target Group Segments
Importing the Revised Analytic Adapters Workflow
Adding the Target Groups View to Responsibilities
Modifying the HTTP Host Record to Allow Single Signon
Setting Up Target Group Segmentation on a UNIX Platform
Setting Up Environment Variables for Target Group Segmentation
Configuring the Odbc.ini File for Target Group Segmentation
Campaign Load Mapping and Analytic Adapters
About Marketing Integration Objects and Components
Using the Marketing Contact Integration Object
Mapping Rules for Integration Components (Marketing Contact)
Sample Mappings for Contact Key Components
Creating Campaign Load Mappings
Mapping Integration Components and Fields
Siebel Contact and Campaign History Tables
Creating Campaign Load Mappings for Target Group Segments
Using the Marketing Person Integration Object
Mapping Rules for Integration Components (Marketing Person)
Recommended Campaign Load Mappings-Examples
Editing the Workflow Process for Siebel Analytics
Creating Analytic Adapter Workflow Process for Other Analytic Tools
Checking the Target Group Load
Mapping to Tables from the Servers View Tab
Mapping Tables From a Data Source
Understanding Partition and Union Tables
Creating Union and Partition Tables
Retrieving Field Names During Data Mapping
Maintaining Fields After Data Mapping
Designing Customer Hierarchies
Creating Customer Hierarchies and Adding Targeting Levels
Adding Targeting Levels to a Customer Hierarchy
Mapping Tables to Customer Hierarchies
Mapping an Existing Table to Customer Hierarchies
Mapping a New Table to Customer Hierarchies
Categories of Joins in Siebel Marketing
Guidelines for Customer Hierarchies and Joins
Using the Cost Parameter (Advanced)
Setting Up Target Group Segment Tables and Joins
Mapping the Marketing Server to the Analytics Server
Mapping an Analytics Subject Area Table in Siebel Marketing
Mapping the Analytic Adapter Tables to the Marketing Repository Server
Creating Joins for Target Groups
Mapping the Customer Hierarchy for Target Groups
Defining Attributes and Buckets
Designing Buckets and Ranges of Values
Adding Attributes to Attribute Families
Creating User-Defined Attribute Labels
Creating Attribute Hierarchies
Resynchronizing Data and Retrieving Field Values
Deleting List-of-Value Data for Fields
Using Bound Measures in Calculations
Creating Custom Measure Records
Building Custom Measure Expressions
Aggregation and Restrictions for Custom Measures
Adding an Aggregation Function
Adding Restrictions to Custom Measures
Creating Source Code, List Formats, and Vendor Profiles
Working With Output File Layouts
Adding Components to Output File Layouts
Creating and Modifying Seed Lists for Output File Layouts
Previewing Distribution Lists and Formats
Associating an Output File Layout With a Program Stage
Defining Distribution Profiles for Vendors
Administering Siebel Real-Time Marketing
Setting Up Real-Time Marketing—Basic
Creating Offers for Real-Time Marketing
Real Time Marketing API Methods
Setting Up Real-Time Marketing With Siebel Analytics
Setting Up the Analytics Server
Prerequisites for Setting Up Siebel Analytics
Creating an Interface to a Third-Party Scoring Engine
Creating Siebel Analytics Repository Mappings
Creating and Testing Decisions
Using the Decision Wizard to Create a Decision
Creating and Deleting a Decision Record
Sorting and Filtering By Scores Using Decision Broker
Sorting on Real-Time Behavioral Scores
Filtering on Dynamically Calculated Data
Configuring the Decision Broker Business Service—Advanced
Prerequisites to Configuring the Decision Broker Business Service
Invoke Business Service Using Workflow—Example
Invoking Decision Broker Using Personalization—Example
Invoke Business Service Using Siebel VB Script—Example
Invoke Business Service Using Siebel eScript—Example
Testing Real-Time Marketing Campaigns with the My Offer View
Defining Filter and Segment Criteria
Creating Filters and Defining Filter Criteria
Selecting Available Values for Filter Expressions
Building a Criteria-Based Segment
Creating a Criteria-Based Segment
Working with Segment Definitions
Defining Segment Criteria in the Segments Screen
Using Wildcard Searches for Segment Attributes and Fields
About Target Group Segmentation
Creating, Loading, and Refreshing a Target Group Segment
Creating and Loading a Target Group Segment
Refreshing a Target Group Segment List
Creating and Modifying Offers - Basic Steps
Applying Globalization Rules to Offers
Associating Products with Offers
Creating and Editing Offer Templates
Creating an Offer Template and Adding it to the Template List
Using Hyperlinks (HREF) in an Offer Template
Editing a Template That is Not Associated With an Offer
Editing a Template That is Associated With an Offer
Using Personalization Categories
Associating a Template With an Email Offer
Adding Attachments to Email Offers
Creating and Editing eNewsletter Offers
Resequencing eNewsletter Sections
Adding Attachments to eNewsletter Offers
Associating Web Offers, Web Surveys, Events, and URLs With Offers
Associating a Template With an Fax Offer
Using Delivery Profiles - Email, eNewsletter, and Fax
Associating a Delivery Profile With an Offer
Creating Call Guides for Phone Offers
Associating Literature with Offers
Associating a Template With a Web Offer
Adding Attachments to Web Offers - Downloads List
Setting Up and Using eMarketing
About eMarketing Web Site Visitors
Controlling User Access to the eMarketing Web Site
Setting Up Default Responsibilities and Users for eMarketing
Setting Up a Default Campaign and Default Offer
Using Siebel Personalization with eMarketing
Customizing the eMarketing User Interface
About the Siebel eMarketing Web Site
Using the eMarketing Offers Page
Using eMarketing Views and Additional Unstructured Content
Using the eMarketing Information Page
About Campaign Plans and Campaigns in Siebel Marketing
About Campaigns in Siebel Campaigns
Setting Up Campaign Plans in Siebel Marketing
Associating Offers With a Campaign Plan
Assigning a Team to a Campaign Plan
Setting Up Execution Options for a Campaign Plan
Associating an Offer with a Campaign
Setting Up a Subcampaign in Siebel Campaigns
Working With Campaign Contacts and Prospects
Associating a List of Prospects or Contacts With a Campaign
Checking the Status of Associating a List With a Campaign
Adding Contacts and Prospects to a Campaign Individually
Viewing Contacts and Prospects
Working With Campaign Teams and Groups
Associating Groups with Campaigns
Setting Up Campaign Execution Options
Setting Up Campaign Execution Options
Using Assignment Manager with Campaign Contacts
Assigning Awards to the Campaign Quota Objective
Assigning Campaign Quota Plan Participants
Setting Up Campaign Assignment Skills
Associating Assignment Skills with a Campaign
Deleting Assignment Skills and Campaign Skill Items
About Testing Campaigns and Offers
Testing Campaigns Business Scenario
Prerequisite Tasks for Testing Offers
Testing Campaign Offers Before Launching a Campaign
Launching Email and Fax Campaigns
Adding Response Information to Prospect or Contact Records
Using Automatic Source Code and Offer Code Lookups
Adding a Product to a Response
Adding an Opportunity to a Response
Adding an Attachment to a Response
Promoting a Response to an Opportunity
Creating Automatic Responses from Opportunities and Orders
Viewing Campaign Charts in Siebel Campaigns
Viewing a Campaign Achievement Chart
Viewing a Call Status Analysis Chart
Viewing a Call Status Analysis by Employee Chart
Viewing a Lead Quality Analysis by Campaign Chart
Viewing a Lead Quality Analysis by Response Chart
Viewing an Opportunity Revenue Analysis Chart
Viewing an Opportunity Revenue Analysis by Employee Chart
Viewing an Order Revenue Analysis Chart
Viewing a Campaign Trend Analysis Chart
Viewing a Trend Analysis by Employee Chart
Viewing Response Charts in Siebel Campaigns
Viewing an Opportunity Analysis (Response) Chart
Viewing an Offer Analysis (Response) Chart
Viewing an Offer Type Analysis (Response) Chart
Viewing an Offer Type Analysis (Response) by Campaign Chart
Viewing a Revenue Analysis (Response) Chart
Viewing an Average Opportunity Revenue Analysis (Response) Chart
Designing Marketing Program Plans
About the Program Execution Workflow
Using Repeating Stages Within a Program
Adding a Campaign Plan to a Stage
Adding Imported or Internal Lists to a Campaign
Enabling Multistage Segmentation and Targeting Using Campaign History
Planning and Budgeting for Marketing
Changing a Marketing Plan to a Marketing Subplan
Setting Goals for the Marketing Plan
Associating Marketing Plan Tactics With the Marketing Plan
Developing and Assigning Budgets for a Marketing Plan
Recalculating a Marketing Plan
Associating Fund Requests With a Marketing Plan
Attaching Documents to a Marketing Plan
Using the Marketing Plan Explorer
Program and Campaign Management Tools
Tracking Campaign Results under a Forecast
Creating and Using Activity Plans
Associating Activity Plans with Programs and Campaigns
Using the Campaign or Program Explorer
Associating Documents with Programs and Campaigns
Generating and Maintaining Snapshot Files
Generating a Snapshot File Automatically
Generating a Snapshot File Manually
Checking the Status of a Snapshot Task
Stopping a Snapshot File Generation
Modifying the Contents of a Snapshot File
Adding Data Elements to a Snapshot File
Modifying the Stage Plan Details of a Snapshot File
Allocating Segment Counts to Campaigns
Allocating a Segment to a Campaign
Using Other Allocation Methods
Updating Counts and Clear Allocation Functions
Specifying Waves and Vendor-Specific Lists
Creating Vendor-Specific Lists
Previewing and Generating Lists
Waves, Distribution Lists, and List Previews
Previewing Lists That Will be Split by Measure
Manually Loading a Campaign (Generating a List)
Understanding the Load Campaign Workflow Process
Importing and Managing External Lists
Prerequisites for Importing External Lists
Launching Import Requests and Tracking the Import Status
Importing Campaign and Response Data
Maintaining Attributes for List Records
Editing the List Import Format Settings
Understanding Import Status and Error Messages
Creating and Managing Internal Lists
Using Prospect Lists in Siebel Marketing
Creating Lists of Prospects Using Additional Attributes
Promoting a Prospect to a Contact
Promoting a Prospect's Response to an Opportunity
Viewing Lists of Contacts or Prospects
Integrating List Management with D&B
Viewing Account Data for a D&B Prospect
Launching Programs and Campaigns
Prerequisites for Launching Campaigns Manually
Checking Campaign Launch Status
Stopping and Resuming or Restarting a Email Campaign
Monitoring the Status of an Email Campaign
Using the Schedule Calendar View
Scheduling a Program Execution
Understanding the Campaign Launch Workflow Process
Tracking Program, Stage, and Campaign History
Handling Errors on the Campaign Record
Troubleshooting in Siebel Marketing
Error Messages in Siebel Marketing
Other Troubleshooting Issues in Siebel Marketing
Mapping a Table Does Not Retrieve Fields in Fields View
Resolving Snapshot Counts Discrepancies
Improving Snapshot Performance
Understanding Snapshot Generation Internal Processes
Preparation for Building a Snapshot File—Rcontrol
Building a Snapshot File—Rextract and Rcompute
Counting Records in a Snapshot File—Rcounter
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Siebel Marketing Guide Published: 23 June 2003 |