Siebel Marketing User Guide > Planning and Designing Marketing Campaigns > Testing Campaigns >

Testing Campaigns That Have Email, Fax, and Wireless Offers


Test Offer sends samples of email, fax, or wireless offers associated with a particular campaign to designated team members, based on positions. Before testing email offers, make sure you complete the following tasks:

  • Make sure the offer is active. The date in the Activation Date field for the email offer must have arrived, and the date in the Expiration Date field must be current or in the future for the Test Offer command to be enabled.
  • Associate the offer with a campaign. Associate the offer with an active campaign. For more information, read Associating Offers with Campaigns.

To test email, fax, and wireless campaign offers

  1. Navigate to the Campaign Management screen.
  2. In the Campaigns list, click the campaign name.
  3. In the Campaign form, perform the following steps:
    1. Click the Team select button.
    2. In the Team Members dialog box, select an employee from the Available list, click Add, and then click OK.
  4. Click the Design view tab.
  5. In the Design link bar, click Offers.
  6. In the Offers list, select an email offer.
  7. Click the menu button, and choose Test Offer.
  8. For email offers, choose a merge field from the Available Merge Fields list.
  9. For fax and wireless offers, choose from the list of available team members in the Campaign Team dialog box.
  10. Verify the email offer has been sent to the specified email address.
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