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

Previewing Lists

Prior to launching a campaign, you should 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 may or may not be in your final generated lists. They are used only to model how the list format looks with actual data.

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

To generate a preview list

1. Verify that an export list format exists and meets the requirements stated in this section.
2. Navigate to the Campaigns screen, and in the Campaign 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, 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).

      NOTE:  Select the list format that you created in Step 1 from the folders.

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, 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.