Siebel Marketing User Guide > Planning and Designing Marketing Campaigns > Process of Setting Up Campaign Execution Options >

Using Siebel Assignment Manager with Campaign Contacts


After setting execution options, you can load and launch the campaign. If you chose to automatically assign an owner and associate an assignment rule group with the campaign, then Siebel Assignment Manager runs against the contacts in S_CAMP_CON at the end of the campaign loading process.

Before launching a campaign, you can add or delete campaign contacts and prospects or change the organization and position owners associated with a contact or prospect.

When this editing process is complete, you can run Siebel Assignment Manager against the campaign contacts and prospects to make sure ownership and visibility are correct.

Running Siebel Assignment Manager

The following procedure describes how to run Siebel Assignment Manager.

To run Siebel Assignment Manager

  1. Navigate to the Campaigns screen.
  2. In the Campaigns list, click a campaign name.
  3. Click the Design view tab.
  4. In the Design link bar, click the Execution Options view tab.
  5. Click the Run Assignment Manager button.
  6. Select a campaign.

    Siebel Assignment Manager runs using the campaign history table (S_CAMP_CON) for that campaign's contacts and prospects. For example, partners or employees might add new contacts to the campaign during the review process. Because these new leads might not have the correct owner, you can rerun Siebel Assignment Manager to assign these new records.

NOTE:  You cannot run Siebel Assignment Manager until the campaign has successfully loaded.

Automatically Assigning Owners to Campaign Contacts

The following procedure shows how to automatically assign owners to campaign contacts.

To automatically assign owners to campaign contacts

  1. Navigate to the Campaigns screen.
  2. Click the campaign name.
  3. Click the Design view tab.
  4. In the Design link bar, click Execution Options.
  5. Verify that the values in the following fields are correct:
    • Default Organization Owner
    • Default Position Owner
    • Assignment Rule Group
  6. Load and Launch the campaign.

    When the Campaign is loaded, Siebel Assignment Manager assigns owners to the campaign contacts.

  7. To run Siebel Assignment Manager again, click the Run Assignment Manager button and select a campaign to load and launch.
  8. Click Run Assignment Manager.

    The Run Assignment Manager button is only available if you choose Yes - Assignment Manager in the Campaign Contact Ownership field.

  9. In the Pick Campaign dialog box, select a campaign, and click OK.
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