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Using the Task UI Application to Create or Update a Landing Site

Siebel Marketing includes the Create/Update Landing Site task to streamline the process of creating or updating landing sites and surveys. For information on using the Task UI application, see Siebel Fundamentals. For details on customizing, activating, and assigning access privileges for tasks, see Siebel Business Process Framework: Task UI Guide.

The following example lists the steps that an end user performs to use the Create/Update Landing Site task.

To create or update a landing site

1. Navigate to the Landing Sites screen.
2. Click the Task button.
3. In the Task UI pane, click Create/Update Landing Site.
4. Choose to create a new site or edit an existing one.
5. In the Site Details screen, review and adjust any necessary fields for landing site and deployment information.

   The following table describes some of the fields.

   Field	Comment
   Treatment Code/Site Code	Unique alphanumeric code to represent the treatment.
   Site Status	Options include: In Draft. In this state, the URLs for the landing site are not accessible by customers outside the firewall. In Draft is the initial state of the object. Active. Once the landing site is deployed, the status of the landing site automatically becomes Active. Once a landing site is active, the survey included in the landing site is automatically locked. The locked survey can be unlocked by the survey creator or owner and modified. A deployed site must be removed, and then redeployed to reflect the survey changes. Inactive. When the Undeploy button is clicked, the status of the landing site moves to Inactive. You can manually change the status of the landing site to Inactive. Archived/ Completed. A terminal state for the object. There are no Deploy or Undeploy buttons available.
   Start Date	Date when the landing site starts appearing outside the firewall. Automatically populated with the system date when the Deploy button is clicked.
   End Date	The date when the landing site stops being accessible from the Internet. The status of the landing site might be active, but the end date determines when the landing site stops being available. You can update this date even after the landing site is active.
   Allow users to resume surveys	If checked, allows users to partially enter surveys and return later to the site to complete the survey (answers are remembered).

6. In the Edit Side Panels screen, associate any Left panel and Right panel HTML content. HTML content is reusable and can be created and edited by navigating to the Landing Sites screen, then the HTML Content view.
7. In the Edit Landing page screen, select an HTML document to display at the center of the page. Edit the content in the HTML as necessary. If Start Survey On Landing Page is checked, then the survey is started in the landing page after the landing page content is rendered. Otherwise, the first page of the survey starts after the landing page. If not checked, then you can embed a link, image, or tag to start the survey.
8. In the Select Survey screen, if you want your landing site to contain a survey, then select a survey from the list of values and complete the fields. Otherwise, click Next.
9. In the Survey Questions screen, you can add or modify reusable survey questions. The Preview button displays the survey page for the landing site.
10. In the Edit Confirmation Page, you can select an HTML document as a template for confirmation page content.
11. In the Preview and Deploy screen, you can review the details of the site you have created so far and specify its associated URLs. The Preview button displays the landing site as it will appear to users. The Activate button deploys the site to the runtime environment, changes its status to Active, sets the system date to the start date of the landing site, and makes the landing page available to users outside the firewall. The Refresh button removes and then redeploys the latest definition of the site.