Siebel Marketing User Guide > Planning and Designing Marketing Campaigns > Process of Loading Customers in Campaigns >

Adding Contacts and Prospects to Campaigns Individually

In addition to loading a campaign from segments, lists, or both, you can add individual contacts and prospects to a campaign. The ability to add or delete contacts and prospects can be controlled in the Execution Options view by using two flags (Enable Contact Editing and Enable Partner Editing of Contacts). If these flags are checked, then the New and Delete buttons are available. The buttons are available in Siebel Campaigns in the Campaign Administration views, but not the other Campaign views. For more information, see Process of Setting Up Campaign Execution Options.

After you add a list of contacts and prospects to a campaign and then load the campaign, these contacts and prospects appear in the All Contacts/Prospects view and in the All Contacts/Prospects Across Organizations view. You can also add contacts and prospects one at a time. For more information, see Managing Lists.

The following procedure shows how to add a contact or prospect to a campaign.

This task is a step in Roadmap for Setting Up Campaigns.

To add a contact or prospect to a campaign

1. Navigate to the Campaigns screen.
2. In the Campaigns list, click the campaign name.
3. Click the Execute view tab.
4. In the Execute link bar, click All Contacts/Prospects.

   The list of available contacts or prospects appears, with information on the selected contact or prospect record displayed in the Contact or Prospect Details form.

5. To add a contact, click Pick Contacts.
6. To add a prospect, click Pick Prospects.
7. In the Pick dialog box, perform one of the following actions:
   1. Select one or more existing records, and click OK.
   2. Click New to create a new contact or prospect, then enter the information, and click OK.
8. In the Contacts and Prospects Detail form, complete the fields.