Siebel Marketing User Guide > Designing Marketing Programs > About Using the Program Flow >

Adding Stages to Programs


Use the following procedure to add a stage to a program, using the Program Flow workspace.

To add a stage to a program

  1. Navigate to the Programs screen.
  2. In the Programs list, click a program.
  3. Click the Design view tab.
  4. In the Program Flow workspace, select the Stage object from the palette, and drag it onto the workspace.
  5. To complete stage details, double-click the stage object in the workspace.
  6. In the Schedule view tab, in the Details list, add or modify stage details, using Table 18 as a guide.

    NOTE:  To display more fields, click the Details menu button, and then choose Columns Displayed.

Table 18. Fields in the Stage Detail Form
Field
Comment

Objective

Enter the program's objectives.

Stage Code

The default is the record identifier for the stage. Change the identifier for the stage source code if desired, but make sure the value is unique.

Stage Name

Name of the stage. Change the stage name from the default value to something more meaningful such as Stage 1: Summer Program.

Summary

Enter summary text that describes the stage's implementation.

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