Siebel Business Process Framework: Workflow Guide > Reference Materials for Siebel Workflow > Predefined Workflow Policy Programs >
Example of Workflow Policies That Manage a Marketing Campaign
This topic gives one example of using workflow policies to manage a marketing campaign. You might use this feature differently, depending on your business model. In this example, a marketer needs to run a two-tier campaign with different actions taken depending on how the campaign recipient responds. The marketer is calling the campaign the CD-ROM Promotion. The marketer needs the campaign to work in the following ways:
- An email is sent telling recipients they can receive a discount by ordering a new product over the phone. The marketer needs to keep track of the recipients and to give them two weeks to respond.
- At the end of the two week period, recipients who did not respond to the offer are assigned to a new campaign.
Activities the marketer must perform to set up this campaign include:
Defining Workflow Policy Actions for the Marketing Campaign
Workflow policy actions required for this example include:
- Send Campaign Email. To send the offer email to the campaign recipients.
- Create Campaign Contact Activity. To record activity associated with the contact.
- Assign to Campaign. To assign non-respondents to a new campaign.
First, define a send campaign email action. To define a Send Campaign Email Action
- In the Siebel client, navigate to Administration-Business Process > Actions.
- In the Actions applet, create a new record using values described in the following table:
|
|
Name |
Send First Campaign Contact |
Program |
Send Campaign Email |
Workflow Object |
Campaign Contact |
Comment |
(Enter appropriate text, as necessary.) |
- In the Send Message Arguments applet, specify the argument using values described in the following table:
|
|
Subject |
(Enter text and dynamic fields, as necessary.) |
Message Template |
(Enter text and dynamic fields for sending email to Contacts.) |
- In the Recipients applet, create a new record using values described in the following table:
|
|
Type |
(Choose a predefined Recipient.) |
Name |
(Choose the appropriate recipient name.) |
This action is now available for use in a workflow policy. Next, define a Create Campaign Contact Activity action. To define a Create Campaign Contact Activity Action
- Navigate to Administration-Business Process > Actions.
- In the Actions applet, create a new record using values described in the following table:
|
|
Name |
First CD-ROM Campaign |
Program |
Create Campaign Contact Activity |
Workflow Object |
Campaign Contact |
Comment |
(Enter appropriate text, as necessary.) |
- In the Arguments applet, specify the Type argument using values described in the following table:
|
|
Argument |
Type |
Value |
(Define the type of contact activity for this action, such as In Store Visit, or Demonstration.) |
The Type argument is required. You can also specify additional optional arguments, such as Description or Status. For each additional argument you specify, create a new record in the Arguments applet, then define the field and value.
Next, define an Assign to Campaign Email action. To define an Assign To Campaign email Action
- Navigate to Administration-Business Process > Actions.
- In the Actions applet, create a new record using values described in the following table:
|
|
Name |
Assign to Campaign |
Program |
Assign to Campaign |
Workflow Object |
Campaign Contact |
Comment |
(Enter appropriate text, as necessary.) |
- In the Arguments applet, specify the Type argument using values described in the following table:
|
|
Argument |
New Campaign |
Value |
(This cell is intentionally empty.) |
Creating the Workflow Policy Group for the Marketing Campaign
Policies must be assigned to a workflow policy group. Therefore, in this example a workflow policy group is created specifically for the marketing campaign. To define a workflow Policy Group for the marketing campaign
- Navigate to Administration-Business Process > Policy Groups.
- In the Policy Groups applet, add a new record using values described in the following table:
|
|
Name |
CD-ROM Promotion |
Comments |
group of policies for CD-ROM marketing campaign |
Creating Policies for the Marketing Campaign
Once the workflow policy actions and the workflow policy group are ready, the policies can be created. Policies required in this example include:
- Email for CD-ROM campaign. Triggers the sending of the offer email and the email activity record.
- Assign Non-Respondents. Triggers the reassignment of non-respondents to a new campaign.
When performing the procedures for creating the policies, below, pay careful attention to how the fields in the Conditions applet are set. To create the email for the marketing campaign policy
- Navigate to Administration-Business Process > Policies.
- In the Policies List applet, create a new record using values described in the following table:
|
|
Name |
Email for CD-ROM campaign |
Workflow Object |
Campaign Contact |
Policy Group |
CD-ROM Promotion |
Duration |
0 |
Note that the Policy Group you specify here is the group you crated in the procedure in Creating the Workflow Policy Group for the Marketing Campaign.
- In the Conditions applet, to specify the name, create a new record using values described in the following table:
|
|
Condition Field |
Name |
Operation |
= |
Value |
1st CD-ROM Promotion |
- In the Conditions applet, to specify the Start Date, create a new record using values described in the following table:
|
|
Condition Field |
Start Date |
Operation |
= |
Value |
(Enter the date on which the campaign starts sending messages to the target audience.) |
- In the Conditions applet, to specify the Campaign Status, create a new record using values described in the following table:
|
|
Condition Field |
Campaign Status |
Operation |
= |
Value |
Launched |
The Launched value is the trigger that sets off the campaign.
Next, create the Assign Non-Respondents policy. To create the assign non-respondents policy
- Navigate to Administration-Business Process > Policies.
- In the Policies List applet, create a new record using values described in the following table:
|
|
Name |
Non-Respondents of CD-ROM campaign |
Workflow Object |
Campaign Contact |
Policy Group |
CD-ROM Promotion |
Duration |
14 |
- In the Conditions applet, to specify the Name, create a new record using values described in the following table:
|
|
Condition Field |
Name |
Operation |
= |
Value |
1st CD-ROM Promotion |
- In the Conditions applet, to specify the Campaign Status, create a new record using values described in the following table:
|
|
Condition Field |
Campaign Status |
Operation |
= |
Value |
Launched |
- In the Conditions applet, to specify the Done Flag, create a new record using values described in the following table:
|
|
Condition Field |
Done Flag |
Operation |
= |
Value |
N |
Defining Logic That Triggers the Assign Non-Respondents Policy
Setting Done Flag to N flags the activity record for this recipient as requiring additional attention. If the Policy duration is set to 14 days and Done Flag is equal to N, then the policy executes in 14 days. Members of the target audience who did not respond to the first campaign are assigned to a new campaign after 14 days.
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