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Customizing the Web Marketing User Interface

The Siebel product provides a set of Web templates and cascading style sheets (CSS) to create the look and feel of a Siebel application. Customers can create their own look and feel by modifying corporate logos, colors, and fonts in the style sheets and Web templates. When modifying these elements, make sure you save a backup copy in case you want to restore the original files.

NOTE:  These elements are not automatically upgraded during the upgrade process.

The Siebel Web architecture uses the Siebel Web Engine (SWE) to dynamically generate HTML pages. The SWE uses configuration information in the Siebel Repository (SRF) and HTML layout information in the Siebel Web Template (SWT) to merge data with the template when creating the HTML page.

To customize the Web Marketing User Interface, perform the following tasks:

• Modifying Web Templates
• Implementing Web Marketing Without Frames
• Full-Text Search
• Response Management

Modifying Web Templates

A Web template defines the layout and formatting elements of the user interface (UI), such as views, applets, and controls. You associate these UI elements with the templates in Siebel Tools. The associated information is stored in the SRF file. For example, you might have a View object with three applets. You associate a View Template with the view, and map each applet to a placeholder in that template. The advantage of this approach is that the UI objects in the repository are not hard-coded in individual templates. As a result, a number of View objects can share the same template if they share the same layout. The same process and design applies to Applet objects.

The three primary templates types are Container, View and Applet. The final HTML pages created by the SWE places the applet in the view and the view in the container. Siebel eBusiness Applications provide numerous applet and view templates with the product. They can be viewed in Tools, but are edited in an external editor. For information about the physical user interface layer, see Siebel Tools Reference.

The following is a list of some modifications that you might want to perform to change the look and feel of your Web site:

• Modifying Views and Applets
• Modifying Web Templates
• Changing colors
• Modifying behavior caused by clicking a button
• Adding or removing applets
• Changing controls
• Making fields in a form appear

For more information about customizing the user interface, see Siebel Tools Reference.

Implementing Web Marketing Without Frames

Customer and partner applications use HTML frames for compatibility when running in browser-based applications. HTML frames allow portions of the browser window to scroll independently of the rest of the window. For example, you can place the navigation elements in one frame and content in another frame. You can scroll the content while the navigation elements remain in a fixed location.

Customer and partner applications can be implemented without using frames. Before choosing this method, consider the following limitation. In an unframed application, all UI elements exist in the same window. Therefore, the contents list may scroll off the page as a user scrolls down. For example, if the user scrolls down to review content, the navigation elements might not be visible.

Full-Text Search

Siebel Search for Customers is a subset of the Siebel Search product. It allows users to scan database tables and documents for pertinent information. Siebel Search is included with every license of a Siebel application. For information about Siebel Search and Siebel Search for Customers, see Siebel Search Administration Guide.

Response Management

Siebel Web Marketing allows marketers to capture a series of responses during a customer interaction. Siebel Web Marketing supports automatic capture of the following responses:

• Clicked on Web Offer. Captured when the recipient clicks the embedded link for a Web offer in an email offer.
• Clicked on Product URL. Captured when the recipient clicks the embedded link for the product in an email or Web offer.
• Clicked on Web Survey. Captured when the recipient clicks the embedded link for the Web survey in an email or Web offer.
• Completed Web Survey. Captured when the recipient clicks Finish on the Web survey view. The survey answers are captured if the Save Answer field is checked for the question on the Smartscript Administration views. For more information, see Siebel SmartScript Administration Guide.
• Downloaded Info/File. Captured when the recipient clicks the embedded link for the document that is downloaded in a Web offer.
• Requested Unsubscribe. Captured when the recipient submits their subscription preference updates after clicking the embedded link in the email offer. In addition to the response, the contact profile is automatically updated.
• Requested call back. Captured when the recipient submits their request after clicking the embedded link in an email or Web offer.
• Requested more info. Captured when the recipient submits their request after clicking the embedded link in an email or Web offer.
• Submitted Source Code. Captured when a contact or prospect types a source code and offer code in the Do you have Another Offer form in the Offers page.

Additional responses and Siebel events can be captured through configuration. For more information, see event tracking topics in Siebel Tools Reference.