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Predefined Workflow Policy Programs for Siebel Marketing

This topic describes how to use workflow policy programs to assist with executing a marketing campaign.

Overview of Marketing Workflow Policy Programs

The Workflow Policy programs in Siebel Marketing were designed to allow a marketer to create complex campaign policies to automate the different stages of the campaign. Actions are based on the type of workflow policy program used by Workflow Policies to create campaign policies.

Workflow policy programs that create actions to execute campaigns include:

• Send Campaign Email. Sends email to contacts and prospects associated with a campaign.
• Create Campaign Contact Activity. Creates an activity record for the contacts or prospects that are the target of the marketing campaign.
• Assign to Campaign. Takes a contact or a prospect and assigns it to a chosen campaign.

Using the Send Campaign Email Workflow Policy Program

The Send Campaign Email program provides marketers with the ability to send emails to the targets of the marketing campaign, such as contacts or prospects.

Send Campaign Email uses Available Substitutions in the Send Message Arguments applet, such as Prospect First Name, to allow for personalization of campaign emails.

You use the Recipients applet in the Workflow Policy view in the Siebel client to choose the Recipient Type. The campaign contacts and prospects to whom the email is sent is visible in the Contacts/Prospects applet in the Campaign Administration view.

Modifying Available Substitutions

To add a new substitution to the Available Substitutions list, you modify the SQL Statement Outputs property for the workflow policy program.

To add available substitutions for the Send Campaign Email Workflow Policy Program

1. In Siebel Tools, choose Send Campaign Email in the Workflow Policy Programs OBLE.
2. Right-click, then choose Lock Object.
3. In the Workflow Policy Program Arguments OBLE, choose the SQL Statement Outputs property.
4. In the Default Value property, add the substitution.

The Default Value property contains a comma-separated list of substitution variables. These variables are used for holding the result of the query statement. The list specified in the Default Value property appears in the Available Substitution field in the Send Message Argument applet.

Using the Create Campaign Contact Activity Workflow Policy Program

The Create Campaign Contact Activity workflow policy program creates an activity record for the contacts or prospects that are the targets of the campaign. In the Arguments applet, you specify the data that populates the Contact Activity record.

Table 98 describes valid values for the Arguments applet.

Using the Assign to Campaign Workflow Policy Program

This workflow policy program adds the contact or prospect to the list of campaign contacts or prospects for the designated campaign.

Table 99 describes the value for the New Campaign argument.