Siebel Marketing User Guide > Creating and Using Offers > Process of Working with Email Offers >

Creating Email Offers

Siebel Marketing has multiple forms of email offers available for use in campaigns. The following topics cover these offers.

• Creating Email Confirmation Offers
• Creating Email Welcome Offers
• Including Forward to a Friend in Your Email Offers
• Creating a text email from an HTML template

To create an email offer

1. Navigate to the Offers screen.
2. Click Email Offers.
3. In the Email Offers list, create a new record.
4. Complete the fields, using Table 20 as a guide.

Email offers have their own specific channel types available. Table 21 describes these email-specific channels. You must always create an offer using the Email channel. Use the other channels when implementing a double-opt in or subscription confirmation process. When you create offers using these other channels, they must be associated with the same campaign as the original Email channel offer.

Creating Email Confirmation Offers

Email confirmation offers are used to respond to customers who have clicked on a "confirm subscribe to list" response form or a "confirm unsubscribe to list" response form in a previous message. These offers are sometimes called double opt in or double opt out offers because from the recipients' point of view they must take two actions to opt in or out. The first act is to click on a response form in an initial email, the second is to respond to the confirmation email. If you do not require your customers to go through two steps to opt in, you can send an Email-Welcome offer instead of an Email-Confirm In offer. For more information, read Creating Email Welcome Offers.

Siebel Marketing sends out an Email-Confirm In or an Email-Confirm Out message to only those contacts who have clicked those response forms. If your list includes contacts for whom there is no record of the "confirm subscribe to list" or "confirm unsubscribe to list" events, Siebel Marketing skips over them and does not send a confirmation offer.

To create an email confirmation offer

1. Navigate to the Offers > Email Offers screen.
2. Create a new email offer.
3. Set the Channel field to either Email-Confirm In or Email-Confirm Out.
4. Associate a subscription list to the offer.
5. Associate an offer template to the offer.
6. In the edit email view, include a response form for Subscribe to List within the body of the message.
7. Save the offer.
8. Navigate to the Campaigns view.
9. Associate the offer to the appropriate email confirmation campaign.

Creating Email Welcome Offers

If you do not require your customers to use a double opt-in confirmation to accept the offer, then after the customer has clicked on the "subscribe to list" response form, you should follow up with an Email-Welcome offer. Siebel Marketing sends out an Email-Welcome message to only those contacts who have clicked the "subscribe to list" response form. If your list includes contacts for whom there is no record of the "confirm subscribe to list" event, Siebel Marketing skips over them and does not send the Email-Welcome offer.

To create a welcome message

1. Navigate to the Offers > Email Offers screen.
2. Create a new email offer.
3. Set the Channel field to either Email-Welcome.
4. (Optional) Associate a subscription list to the offer.
5. Associate an offer template to the offer.
6. Save the offer.
7. Navigate to the Campaigns view.
8. Associate the offer to the appropriate email confirmation campaign.

Including Forward to a Friend in Your Email Offers

Siebel Email Marketing can include a Forward to a Friend link in email offers. This provides a means for your contacts and prospects to forward a version of the message to others and optionally to add a personalized note as well.

To include Forward to A Friend in an offer

1. Navigate to the Offers > Email Offers screen.
2. In the Offers list, click an email offer.
3. Select a template to edit.
4. In the primary personalization menu, choose Response Forms.
5. In the secondary menu, choose [Response: Forward to a Friend].
6. Identify the location to insert the Forward to a Friend link.
7. Click Insert.

To include the personalized note in the forwarded message, a special merge field must be included within the body of the offer. This merge field inserts the personalized note in forwarded messages but is ignored in standard deliveries.

To insert a personalized note merge field

1. While editing the template, in the primary personalization menu, choose Merge Fields.
2. In the secondary menu, choose [Field: Forwarder Message].
3. Identify the location to insert the Forwarded message, typically this is at the top of the message.
4. Click Insert.

Creating a text email from an HTML template

You can create a text version of your HTML offers. By creating the text version, you can streamline your production efforts. This creates a text template from the HTML template. You may need to adjust the formatting prior to delivery.

To create a text email from an HTML template

1. Navigate to the Offers > Email Offers screen.
2. In the Offers list, click an email offer.
3. In the list between the Offers list and the Editor, create an additional template for the offer.
4. In the Template Name field, choose a text offer template and click Ok.
5. Return to the HTML template within the offer.
6. Click Save Text Template.
7. To view the results, select the text template in the list above the Editor.

   The text content appears in the Editor.