Siebel Marketing Guide


How This Guide Is Organized

Revision History

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About Siebel Marketing

Terms Used in Siebel Marketing

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Initializing Siebel Marketing

Siebel Marketing Initialization Checklist

Defining Data Source Names

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

Activating Workflow Processes

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

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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

About Analytic Adapters

Setting Up Analytic Adapters

Editing the Workflow Process for Siebel Analytics

Creating Analytic Adapter Workflow Process for Other Analytic Tools

Loading Target Groups

Checking the Target Group Load

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External Data Mapping

About Server Definitions

Creating Server Definitions

Mapping to Tables from the Servers View Tab

Working With Tables

Mapping Tables From a Data Source

Understanding Partition and Union Tables

Creating Union and Partition Tables

Working With Fields

Retrieving Field Names During Data Mapping

Maintaining Fields After Data Mapping

About Customer Hierarchies

Designing Customer Hierarchies

Creating Customer Hierarchies and Adding Targeting Levels

Creating Customer Hierarchies

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

Understanding Joins

Parent and Child Joins

Categories of Joins in Siebel Marketing

Joining Tables and Fields

Guidelines for Customer Hierarchies and Joins

Guidelines for Caching

Joining Tables

Joining Fields

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

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Defining Attributes and Buckets

Defining Bucket Values

Designing Buckets and Ranges of Values

Building Rollups for Buckets

Defining Attribute Families

Adding Attributes to Attribute Families

Creating User-Defined Attribute Labels

Trapping Unclean Data

Retrieving Attribute Data

Creating Attribute Hierarchies

Data Retrieval

Resynchronizing Data and Retrieving Field Values

Automatic Data Retrieval

Deleting List-of-Value Data for Fields

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Creating Measures

Bound Measures

Creating Bound Measures

Using Bound Measures in Calculations

Custom Measures

Creating Custom Measure Records

Building Custom Measure Expressions

Aggregation and Restrictions for Custom Measures

About Aggregation Levels

Adding an Aggregation Function

Adding Restrictions to Custom Measures

Defining List Measures

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Creating Source Code, List Formats, and Vendor Profiles

Creating Source Code Formats

Working With Output File Layouts

Creating 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

Setting Up Vendor Profiles

Vendor Tasks

Defining Vendors

Defining Distribution Profiles for Vendors

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Administering Siebel Real-Time Marketing

Setting Up Real-Time Marketing—Basic

Creating Offers for Real-Time Marketing

Qualifying Offers

Sorting and Filtering Offers

Tracking Offer Rejections

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

Testing a Decision

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

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Defining Filter and Segment Criteria

About Filters and Segments

Creating Filters and Defining Filter Criteria

Creating Filter Records

Defining Criteria for Filters

Selecting Available Values for Filter Expressions

Building Filter Expressions

Combining Filter Statements

About Segmentation Approaches

About Criteria-Based Segments

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

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Creating and Using Offers

Creating and Modifying Offers - Basic Steps

Creating an Offer

Modifying an Offer

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

Working With Email Offers

About Email Offers

Associating a Template With an Email Offer

Adding Attachments to Email Offers

Creating and Editing eNewsletter Offers

Creating eNewsletter Offers

Adding eNewsletter Sections

Resequencing eNewsletter Sections

Editing eNewsletter Sections

Developing eNewsletter Rules

Adding Attachments to eNewsletter Offers

Associating Web Offers, Web Surveys, Events, and URLs With Offers

Working With Fax Offers

About Fax Offers

Associating a Template With an Fax Offer

Using Delivery Profiles - Email, eNewsletter, and Fax

Creating a Delivery Profile

Associating a Delivery Profile With an Offer

Working With Phone Offers

About Phone Offers

Creating Call Guides for Phone Offers

About Direct Mail Offers

About Media Offers

Associating Literature with Offers

Working With Web Offers

About Web Offers

Associating a Template With a Web Offer

Adding Attachments to Web Offers - Downloads List

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Setting Up and Using eMarketing

About eMarketing Web Site Visitors

Setting Up Siebel eMarketing

Installing eMarketing

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

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Campaign Plans and Campaigns

About Campaign Plans and Campaigns in Siebel Marketing

About Campaigns in Siebel Campaigns

Setting Up Campaign Plans in Siebel Marketing

Creating a Campaign Plan

Associating Offers With a Campaign Plan

Assigning a Team to a Campaign Plan

Setting Up Execution Options for a Campaign Plan

Preparing a Campaign

Setting Up a Campaign

Creating a Campaign

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

Setting Up Campaign Teams

Setting Up Campaign Groups

Associating Groups with Campaigns

Setting Up Campaign Execution Options

Setting Up Campaign Execution Options

Using Assignment Manager with Campaign Contacts

Setting Up Campaign Quotas

Creating Campaign Quota Plans

Defining Quotas for the Plan

Assigning Awards to the Campaign Quota Objective

Assigning Campaign Quota Plan Participants

Setting Up Campaign Assignment Skills

Associating Assignment Skills with a Campaign

Defining Campaign Skill Items

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

Using Response Management

Adding Response Information to Prospect or Contact Records

Using Automatic Source Code and Offer Code Lookups

Adding a Product to a Response

Adding an Order to a Response

Adding an Opportunity to a Response

Adding an Attachment to a Response

Response Type Definitions

Promoting a Response to an Opportunity

Creating Automatic Responses from Opportunities and Orders

Using Campaign Explorer

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

Campaign Analysis (Response)

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

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Designing Marketing Program Plans

About Multistage Programs

About the Program Execution Workflow

Creating a Program Plan

Using the Program Wizard

Using the Program Flow

Adding a Stage to the Program

Using Repeating Stages Within a Program

Assigning Segments to a Stage

Adding a Campaign Plan to a Stage

Adding Imported or Internal Lists to a Campaign

Enabling Multistage Segmentation and Targeting Using Campaign History

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Planning and Budgeting for Marketing

Creating a Marketing Plan

Creating a Marketing Subplan

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

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Program and Campaign Management Tools

Forecasting for Campaigns

Creating Forecasts

Adding Campaign Plan Costs

Adding Segment Inputs

Using the Input Summary Form

Using List Inputs

Calculated Fields in Forecast

Tracking Campaign Results under a Forecast

About Timelines

Types of Timelines

Using Timelines

Creating and Using Activity Plans

Creating Activity Templates

Associating Activity Plans with Programs and Campaigns

Using the Campaign or Program Explorer

Associating Documents with Programs and Campaigns

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Generating and Maintaining Snapshot Files

Generating a Snapshot File

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

Deleting a Snapshot File

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Allocating Segment Counts to Campaigns

Using the Allocation View

Allocating a Segment to a Campaign

Using Other Allocation Methods

Forecasting Allocation

Using Forecast Mode

Updating Counts and Clear Allocation Functions

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Specifying Waves and Vendor-Specific Lists

Setting Up Waves

Creating Vendor-Specific Lists

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Previewing and Generating Lists

Previewing a List

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

Viewing Exported Lists

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List Management

Importing and Managing External Lists

Prerequisites for Importing External Lists

Importing External Lists

Launching Import Requests and Tracking the Import Status

Importing Campaign and Response Data

Maintaining Attributes for List Records

Mapping Fields

Using List Import Formats

Editing the List Import Format Settings

Understanding Import Status and Error Messages

Creating and Managing Internal Lists

Using Prospect Lists in Siebel Marketing

Creating Internal Lists

Adding to Internal Lists

Creating Lists of Prospects Using Additional Attributes

Promoting Prospects

Promoting a Prospect to a Contact

Promoting a Prospect's Response to an Opportunity

Modifying the Promotion Map

Viewing and Maintaining Lists

Viewing Lists of Contacts or Prospects

Deactivating Lists

Deleting Lists

Removing Prospects from Lists

Removing Contacts from Lists

Integrating List Management with D&B

Viewing Account Data for a D&B Prospect

Promoting a D&B Prospect

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Launching Programs and Campaigns

Prerequisites for Launching Campaigns Manually

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

Selecting an Occurrence

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Troubleshooting in Siebel Marketing

Error Messages in Siebel Marketing

Invalid Join Path

Other Troubleshooting Issues in Siebel Marketing

Mapping a Table Does Not Retrieve Fields in Fields View

Snapshot Fails to Generate

Resolving Snapshot Counts Discrepancies

Improving Snapshot Performance

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Marketing Reference

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

Saving Segments as Target Group Segments

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 Siebel Marketing Guide 
 Published: 23 June 2003