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Siebel Marketing User Guide > Planning and Designing Marketing Campaigns > Process of Planning and Designing Marketing Campaigns >
Viewing Timelines
Timelines are available for programs, campaigns, event plans, and events. Timelines provide calendar views of scheduled, active, and completed marketing tactics in a Gantt chart format. The chart is divided into weeks and months. Start field and End field values determine the placement of the timeline bars. Timelines help you determine whether scheduling is appropriate and on track for planned marketing efforts. Timeline bars are color-coded to help you identify the status of programs and campaigns. You can place the cursor over a timeline bar to display more details. Table 16 shows the timeline types that appear in the link bar of the Marketing Calendar screen.
Table 16. Marketing Calendar Timeline Types
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Tactics |
Shows active, completed, and planned marketing tactics, including campaigns, events, event plans, and programs. You can click the name of any tactic displayed in one of the timelines to be navigated to the details for that tactic. The path displays the appropriate screen (campaign, event, event plan, or program) according to the tactic type. |
Programs |
Shows active, completed, and planned programs. To display the child campaigns and related events, double-click the folder icon next to a program in the chart. |
Campaigns |
Shows active, completed, and planned campaigns. |
Media Calendar |
Shows active, completed, and planned media treatments. |
Events |
Shows active, completed, and planned event plans and events. |
The following procedure describes how to view timelines. To view timelines
- Navigate to the Marketing Calendar screen.
- In the Marketing Calendar link bar, click a timelines type, such as Tactics, Programs, Campaigns, Media Calendar, or Events.
- Select the start date for which you want to view timelines.
By default, timelines are shown for a period starting on the current day. However, you can select a different start day, using the calendar icon at the top of the screen.
- Select the end of the period for which you want to view timelines by clicking one of the buttons shown in the following table.
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To view timelines for this time period |
D/H |
To display timelines for the start day. |
W/D |
To display timelines for each day of the week after the start date. |
M/D |
To display timelines for each day of the month after the start date. |
M/DW |
To display timelines for each week in the month after the start date. |
A timeline is displayed for each item scheduled for the selected period. The color of the timeline indicates the status of the item, as described in the following table.
Timeline Status |
Color Indicator |
Active |
Green |
Canceled |
Red |
Completed |
Blue |
Planned |
Yellow |
Scheduled |
Orange |
To display additional information for the item in the left pane, for example, start and end dates, use the scroll bars.
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