Siebel Business Process Framework: Workflow Guide > Using Predefined Workflow Policies > Using Predefined Workflow Policy Programs for Siebel Marketing >
Developing a Workflow Policy That Manages a Marketing Campaign
The example in this topic describes how to develop a workflow policy to manage a marketing campaign. To develop a workflow policy that manages a marketing campaign, do the following tasks:
- Defining Workflow Policy Actions for the Marketing Campaign.
- Defining the Workflow Policy Group for the Marketing Campaign.
- Defining the Email for the Marketing Campaign Policy.
- Defining the Assign Non Respondents Policy.
In this example, a marketer must run a campaign that depends on how the campaign recipient replies:
- Siebel CRM sends an email that informs recipients that if they order a new product over the phone, then they can receive a discount. The marketer must keep track of the recipients and give them two weeks to reply.
- At the end of the two week period, Siebel CRM assigns recipients who do not reply to a new campaign.
Defining Workflow Policy Actions for the Marketing Campaign
This task is a step in Developing a Workflow Policy That Manages a Marketing Campaign. This example uses the following workflow policy actions:
- Send Campaign Email. Sends the offer email to the campaign recipients.
- Create Campaign Contact Activity. Records the activity that Siebel CRM associates with the contact.
- Assign to Campaign. Assigns nonrespondents to a new campaign.
To define workflow policy actions for the marketing campaign
- Define the send campaign email action:
- In the Siebel client, navigate to the Administration-Business Process screen, and then the Actions view.
- In the Actions list, add a new record using values from the following table:
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|
Name |
Send First Campaign Contact |
Program |
Send Campaign Email |
Workflow Object |
Campaign Contact |
Comment |
Enter appropriate text, as required. |
- In the Send Message Arguments form, define the argument using values from the following table:
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|
Subject |
Enter text and dynamic fields, as required. |
Message Template |
Enter text and dynamic fields for sending email to contacts. |
- In the Recipients list, add a new record using values from the following table:
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|
Type |
Choose a predefined Recipient. |
Name |
Choose the appropriate recipient name. |
This action is now available for use in a workflow policy.
- Define a create campaign contact activity action:
- Navigate to the Administration-Business Process screen, and then the Actions view.
- In the Actions list, add a new record using values from the following table.
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|
Name |
First CD-ROM Campaign |
Program |
Create Campaign Contact Activity |
Workflow Object |
Campaign Contact |
Comment |
Enter appropriate text, as required. |
- In the Arguments list, define the Type argument using values from the following table.
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|
Argument |
Type |
Value |
Define the type of contact activity for this action, such as In Store Visit, or Demonstration. |
The Type argument is required. You can also define additional optional arguments, such as Description or Status. For each additional argument you define, create a new record in the Arguments list, then define the field and value.
- Define an assign to campaign email action:
- Navigate to the Administration-Business Process screen, and then the Actions view.
- In the Actions list, add a new record using values from the following table.
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|
Name |
Assign to Campaign |
Program |
Assign to Campaign |
Workflow Object |
Campaign Contact |
Comment |
Enter appropriate text, as required. |
- In the Arguments list, define the Type argument using values from the following table.
|
|
Argument |
New Campaign |
Value |
Not applicable |
Defining the Workflow Policy Group for the Marketing Campaign
This task is a step in Developing a Workflow Policy That Manages a Marketing Campaign. In this example, you define a workflow policy group for the marketing campaign. To define the workflow policy group for the marketing campaign
- Navigate to the Administration-Business Process screen, and then the Policy Groups view.
- In the Policy Groups list, add a new record using values from the following table.
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|
Name |
CD-ROM Promotion |
Comments |
group of policies for CD-ROM marketing campaign |
Defining the Email for the Marketing Campaign Policy
This task is a step in Developing a Workflow Policy That Manages a Marketing Campaign. In this topic you define the email for the marketing campaign policy. To define the email for the marketing campaign policy
- Navigate to the Administration-Business Process screen, and then the Policies view.
- In the Policies List, add a new record using values from the following table.
|
|
Name |
Email for CD-ROM campaign |
Workflow Object |
Campaign Contact |
Policy Group |
CD-ROM Promotion |
Duration |
0 |
The Policy Group you define in this step is the group you created in Defining the Workflow Policy Group for the Marketing Campaign.
- In the Conditions list, create a new name using values from the following table.
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|
Condition Field |
Name |
Operation |
= |
Value |
1st CD-ROM Promotion |
- In the Conditions list, define the Start Date using values from the following table.
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|
Condition Field |
Start Date |
Operation |
= |
Value |
(Enter the date where the campaign starts sending messages to the target audience.) |
- In the Conditions list, to define the Campaign Status, create a new record using values from the following table.
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|
Condition Field |
Campaign Status |
Operation |
= |
Value |
Launched |
The Launched value starts the campaign.
Defining the Assign Non Respondents Policy
The policy that you define in this topic reassigns nonrespondents to a new campaign. To define the assign non respondents policy
- Navigate to the Administration-Business Process screen, and then the Policies view.
- In the Policies List, add a new record using values from the following table.
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|
Name |
Non-Respondents of CD-ROM campaign |
Workflow Object |
Campaign Contact |
Policy Group |
CD-ROM Promotion |
Duration |
14 |
- In the Conditions list, define the Name using values from the following table.
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|
Condition Field |
Name |
Operation |
= |
Value |
1st CD-ROM Promotion |
- In the Conditions list, define the Campaign Status using values from the following table.
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|
Condition Field |
Campaign Status |
Operation |
= |
Value |
Launched |
- In the Conditions list, define the Done Flag using values from the following table.
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|
Condition Field |
Done Flag |
Operation |
= |
Value |
N |
Defining Logic That Calls the Assign Nonrespondents Policy
Setting the Done Flag to N identifies the activity for this recipient as requiring additional attention. If the Policy duration is 14 days, and if the Done Flag is N, then the policy runs in 14 days. Siebel CRM assigns recipients who do not reply to the first campaign to a new campaign after 14 days.
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