Siebel Marketing User Guide > Planning and Designing Marketing Campaigns > About Previewing and Generating Lists >

Previewing Lists

Prior to launching a campaign, check that the list generation works properly. To do this, preview the list and inspect how the list data appears in the fields. The preview uses the first 500 rows of contact data, and these 500 contacts might or might not be in your final generated lists. These contacts are used only to model how the list format looks with actual data.

To generate this preview file, your Export List Format must be built so that it exports data from the data source where the campaign load data is extracted. Typically, this data source is the Siebel Data Warehouse or another data mart or data warehouse where the segment members are extracted during campaign load.

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

The following procedure shows how to generate a preview list.

To generate a preview list

1. Navigate to the Campaigns screen.
2. From the Campaigns list, click the campaign name.
3. Click the Execute view tab, and in the Execute link bar, click List Distribution.
4. Select either List Export or Email Personalization as the type of list format.
5. If you selected Email Personalization, then select an email offer in the Offer field.
6. If you select List Export, then create a new record in the Vendor list:
   1. Using the Vendor select button, select a vendor.
   2. Using the Export List Format select button, select one or more export list formats. Be sure to select an appropriate list format type for the type of channel (direct mail, email, and so on).
7. Click Generate Output Lists to generate the preview file.
8. In the dialog box, select one or more waves, and then click OK:
   1. Give the server a few minutes to process the job, and then click the Refresh button in the Generated Lists applet.
   2. (Optional) To monitor the job, click System Tasks in the Execute link bar.

When the file is created, it appears in the Generated Lists list. If the list format has splits set up in the formatting, then multiple files appear in the list. Refer the Content Description column to view details about the file contents. Drill on the list name to open it, or save it to your computer.