Siebel Marketing User Guide > Creating and Using Offers and Treatments >

Associating Literature with Treatments

Literature about the products or services offered during a campaign can be associated with a treatment using the Literature view tab in the Direct Mail, Media, Phone, and Fax Treatment views. To add attachments to email treatments, see Editing Treatments.

You can associate literature items, such as white papers, presentations, brochures, advertising material, and product specifications with your treatment to create a specialized library of information. You can use this library when reviewing details of treatments that are being reused in current campaigns.

In addition, a call center agent can view the literature while launching the campaign. The agent can also include literature items with faxes, email messages, or correspondence sent to a contact. Literature items are then included when you create a new correspondence record for a contact.

Before you can select literature to associate with a treatment, you must add the literature items to the Literature screen's All Literature Across Organizations list. For more information about adding literature that you can associate with your treatments, see the Siebel Applications Administration Guide.

Use the following procedure to associate specific literature items with your treatments.

To associate a literature item with a treatment

1. Navigate to the Offers screen.
2. From the Treatments link bar, select the appropriate treatment type.
3. Click the treatment name.
4. In the Literature list, create a new record.
5. In the Literature form, click the Name select button.
6. In the Pick Literature Item dialog box, select the literature, and click OK.