A - C - D - E - F - G - H - I - L - M - O - P - Q - R - S - T - U - W

A

activity plans, creating and using

about   1

activity plan and activities, associating to a campaign or program   1

activity plan template, creating   1

activity plan template, creating activities for   1

programs and campaigns, associating activity plans with   1

activity templates

activities, creating for   1

activity plan template, creating   1

actual expenses and revenue, about and fields   1

Assignment Manager

assignment skill rules, about using   1

campaign contacts, automatically assigning owners to   1

multiple assignment skills, associating with a campaign   1

assignment skills, deleting   1

attachments

document to marketing plan   1

documents to programs and campaigns   1

email offers, adding to   1

Web offers, adding to   1

attributes

See also Creating Lists of Prospects Using Additional Attributes

internal list, adding using prospect attributes   1

list of prospects, about creating using attributes   1

list of prospects, creating using attributes (procedure)   1

automatic execution of a stage

scheduling (procedure)   1

automatic execution of programs

about scheduling   1

marketing campaign workflow process, understanding   1

schedule, deleting   1

schedule, editing   1

automatic response

See Creating Automatic Responses from Opportunities and Orders

Average Opportunity Revenue Analysis (Response) chart, viewing   1

awards

campaign quota objective, assigning to   1

new awards, creating   1

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C

call guides

call guide, creating   1

phone offers, creating for   1

Call Status Analysis chart, viewing   1

Call Status by Employee chart, viewing   1

Campaign Achievement chart

Siebel Campaigns, viewing in   1

steps before viewing   1

Campaign Analysis (Response) chart, viewing   1

campaign assignment skills, setting up

about   1

assignment skills and all its campaign skill items, deleting   1

campaign skill items, deleting   1

multiple assignment skills, associating with a campaign   1

skill items, associating with a skill   1

campaign charts

Call Status Analysis chart, viewing   1

Call Status by Employee chart, viewing   1

Campaign Achievement chart, steps before viewing   1

Campaign Achievements, viewing in Siebel Campaigns   1

Campaign Trend Analysis chart, viewing   1

Lead Quality Analysis by Campaign chart, viewing   1

Lead Quality by Response chart, viewing   1

Opportunity Revenue Analysis by Employee chart, viewing   1

Opportunity Revenue Analysis chart, viewing   1

Order Revenue Analysis chart, viewing   1

Trend Analysis by Employee chart, viewing   1

types of charts   1

campaign contacts, automatically assigning owners to   1

campaign data

importing   1

mapping fields   1

campaign elements, reviewing   1

campaign execution options, setting up

about setting up   1

campaign contacts, automatically assigning owners to   1

Campaign Explorer

campaign elements, reviewing   1

folder, adding items to   1

campaign groups

about   1

groups, adding to a campaign   1

campaign quotas, setting up

about and process   1

campaign quota plan, assigning participants   1

new awards, creating   1

quota objective values, editing   1

quota objective, assigning predefined awards to   1

quota plan, adding quota objectives to   1

quota plan, creating   1

campaign skills, defined   1

campaign teams, working with

about   1

groups, adding to a campaign   1

Campaign Trend Analysis chart, viewing   1

campaign, setting up in Siebel Marketing

campaign, associating campaign elements with   1

execution options, setting up   1

team, assigning to a campaign   1

campaigns

 1

about   1

campaigns timeline, about   1

contacts or prospects, adding to   1

documents, attaching to   1

list, adding to a campaign   1

marketing campaign workflow process, understanding   1

new campaign with offer, defining   1

note, determining which program is using a campaign   1

opportunity, creating for   1

planning suggestions   1

predefined campaigns with associated offers, adding   1

using in Siebel Marketing

about   1

Campaigns Opportunity, using to promote a prospect   1

campaigns, launching

See also Using the Schedule Calendar View

campaign launch status, monitoring   1

email campaign, suspending and relaunching   1

manually launching campaigns (procedure)   1

manually launching campaigns, requirements   1

marketing program, launching   1

campaigns, setting up

new campaign, creating   1

offer, associating with a campaign   1

related event, associating with a campaign   1

SmartScript, setting up   1

campaigns, setting up in Siebel Marketing

campaign, associating offers with   1

creating (procedure)   1

charts

Average Opportunity Revenue Analysis (Response) chart, viewing   1

Call Status Analysis chart, viewing   1

Call Status by Employee chart, viewing   1

Campaign Achievement chart, steps before viewing   1

Campaign Achievements, viewing in Siebel Campaigns   1

Campaign Analysis (Response) chart, viewing   1

campaign charts, about   1

Campaign Trend Analysis chart, viewing   1

Lead Quality Analysis by Campaign chart, viewing   1

Lead Quality by Analysis chart, viewing   1

Offer Analysis (Response) chart, viewing   1

Offer Type Analysis (Response) by Campaign chart, viewing   1

Offer Type Analysis (Response) chart, viewing   1

Opportunity Analysis (Response) chart, viewing   1

Opportunity Revenue Analysis by Employee chart, viewing   1

Opportunity Revenue Analysis chart, viewing   1

Order Revenue Analysis chart, viewing   1

response charts, about viewing in Siebel Campaigns   1

response charts, accessing (procedure)   1

Revenue Analysis (Response) chart, viewing   1

Trend Analysis by Employee chart, viewing   1

contact information, working with

contacts and prospects, viewing   1

imported or internal list, about associating with campaign   1

prospects or contacts, adding to a campaign   1

prospects or contacts, associating with a campaign   1

contact lists, viewing from   1

contacts

data matching and data cleansing   1

definition   1

removing from a list   1

contacts and prospects, about working with   1

Contacts List view, using to view contact information   1

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D

D&B lists, about   1

D&B, integrating list management with

about   1

account data, viewing for D&B prospect   1

D&B prospect, promoting   1

data quality settings, verifying   1

deleting

assignment skills   1

Delivery Profiles

about   1

delivery profile, creating   1

fax offer, associating with   1

direct campaigns, targeted at   1

direct mail offers, about and Direct Mail Offer view   1

distribution list, generating

generating a list   1

note, previewing not working   1

previewing (procedure)   1

previewing, about   1

sample list example   1

Do you have another offer? applet, about   1

documents

marketing plan, attaching to   1

programs and campaigns, attaching to   1

Downloads applet, about   1

drag-and-drop, about Program Flow Designer   1

Dun & Bradstreet

See Integrating List Management with D&B

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E

email

campaign, testing   1

campaigns, stopping, resuming, or restarting   1

offers, sending   1

Siebel eMail Response, about configuring to capture email responses   1

email offers

See also Associating a Template with an Email Offer

about and Email Offers view   1

attachments, adding to email offers   1

offer template, associating with   1

offer template, associating with an email offer   1

outbound email distribution   1

outbound email load balancing   1

employees

Call Status Analysis by Employee chart, viewing   1

Opportunity Revenue Analysis chart, viewing   1

Trend Analysis by Employee chart, viewing   1

errors

Internal Communication protocol error message   1

events

about using with Siebel Marketing   1

events timeline, about   1

offers, about associating with   1

offers, about how links appear in an offer   1

offers, associating with (procedure)   1

promoting, using campaigns   1

promoting, using programs   1

external lists, about   1

external lists, importing and managing

See also Importing and Managing External Lists

about   1

campaign and response data, importing   1

campaign and response fields, mapping   1

database columns in the prospect table, mapping list columns to   1

existing List Import Format, applying to your list   1

fields, mapping to when importing a lists   1

import mode, selecting (procedure)   1

import request, tracking the status of   1

import status and error messages, understanding   1

importing an external list, creating a record   1

importing external lists, format and tasks performed   1

List Import Format, about editing the settings   1

List Import Format, about using   1

List Import mode, selecting   1

list import request, launching   1

list records, maintaining attributes for   1

log file, viewing for an import task   1

mapping fields when importing, about   1

server components and tasks, verifying status of   1

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F

fax offers

See also Using Delivery Profiles for Fax Offers

about and Fax Offer view   1

offer template, associating with fax offer   1

sending   1

Featured Offers applet, about   1

forecast expenses and revenues, about and field (table)   1

forecasting for campaigns

See also Creating and Using Activity Plans

frames, implementing Web Marketing without frames   1

fund request

marketing plan, associating with   1

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G

global deployment, Web Marketing   1

Globalization Rules

offers, applying to   1

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H

HTML

editor, using to edit the offer template   1

frames, implementing Web Marketing without frames   1

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I

import request, tracking the status of   1

imported lists

campaign, about associating with   1

importing a list

mapping fields when importing   1

incoming data, validating the structure of   1

indirect campaigns, targeted at   1

Information applet, about   1

internal lists

about   1

campaign, about associating with   1

internal lists, creating and managing

See also Promoting Prospects

about and list of tasks   1

contacts or prospects, adding to an internal list   1

creating internal lists, about   1

internal list, adding using prospect attributes   1

internal lists of contacts or prospects, creating   1

lists of prospects, about creating using attributes   1

lists of prospects, creating using attributes (procedure)   1

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L

Lead Quality Analysis by Campaign chart, viewing   1

Lead Quality by Analysis chart, viewing   1

List Contacts and Prospects view, using to promote a prospect   1

List Import Format

about using   1

editing the settings, about   1

existing List Import Format, applying to your list   1

import status and error messages, understanding   1

List Import mode, selecting   1

list import request, launching   1

list management

See also List Management

about   1

list file name format   1

tasks, list of   1

list records

additional attributes, adding to list   1

additional attributes, creating   1

attributes, maintaining for list records   1

Lists view. using to view a contact or prospect list   1

lists, generating

generating a list   1

note, previewing not working   1

previewing (previewing)   1

previewing, about   1

sample list example   1

lists, viewing and maintaining

about and format   1

Contact or Prospects List view, using to view contact or prospect information   1

contacts, removing from a list   1

deactivating lists   1

deleting lists   1

Lists view, using to view a contact or prospect list   1

prospects, removing from a list   1

literature

offer, associating with   1

log file

import task, viewing   1

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M

manually launching programs, about   1

mapping fields

about   1

when importing a list (procedure)   1

Market Development Funds module (MDF)

fund request, associating with a marketing plan   1

Market Plan Explorer, using to review marketing plan organization and associated tactics   1

Marketing Campaign Launch workflow process, understanding   1

marketing planning and budgeting

budgets, developing and assigning for a marketing plan   1

goal for marketing plan, creating   1

marketing plan organization and associated tactics, reviewing using Plan Explorer   1

marketing plan tactics, assigning a budget to   1

marketing plan tactics, associating with the marketing plan   1

marketing plan, about creating   1

marketing plan, associating a fund request with   1

marketing plan, attaching a document to   1

marketing plan, creating (procedure)   1

marketing program

See also Using the Schedule Calendar View

campaign launch status, monitoring   1

email campaign, suspending and relaunching   1

launching   1

manually launching campaigns (procedure)   1

manually launching campaigns, requirements   1

marketing program, designing

multistage programs, about and types of programs   1

marketing programs, designing

See also Using the Program Flow

creating   1

marketing program tasks, list of   1

multistage programs, about launching   1

programs, about   1

programs, creating (procedure)   1

media offers, about and Media Offers view   1

multilingual deployment, Web Marketing   1

multistage programs

about and types of programs   1

launching, about   1

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O

Offer Analysis (Response) chart, viewing   1

offer templates, creating and editing

See also Creating and Editing Offer Templates

about and offer types associated with   1

creating an offer template   1

email offer, associating with   1 ,  2

hyperlinks (HREF). using in a template   1

offer template associated with an offer, editing in the default HTML editor   1

offer template associated with an offer, editing in the Offers screen   1

offer template associated with an offer, using the Siebel HTML editor   1

Offer Templates list, adding a template to   1

Personalization Categories, about using   1

template not associated with an offer, editing   1

Offer Type Analysis (Response) by Campaign chart, viewing   1

Offer Type Analysis (Response) chart, viewing   1

offers

campaign, associating with   1

offer code lookups, performing   1

Offers page, using and configurable applets   1

offers, creating and using

See also Associating a Template with an Email Offer

Delivery Profiles, about   1

Delivery Profiles, associating with a fax offer   1

Delivery Profiles, creating a delivery profile   1

direct mail offers, about and Direct Mail Offer view   1

fax offers, about and Fax Offer view   1

fax offers, associating an offer template with   1

Globalization Rules, applying to offers   1

literature, associating with an offer   1

media offers, about and Media Offers view   1

offer template, associating with an email offer   1

offer, creating   1

offers, about   1

offers, modifying   1

phone offers, working with   1

product, associating with an offer   1

Web offers, about and Web offers view   1

Web offers, adding attachments to   1

Web offers, Web surveys, events, and URLs. about associating with offers   1

Web offers, Web surveys, events, and URLs. about how links appear in an offer   1

Web offers, Web surveys, events, and URLs. about Web Survey view   1

Web offers, Web surveys, events, and URLs. associating with offers (procedure)   1

opportunities

campaign, creating for   1

Opportunity Analysis (Response) chart, viewing   1

Opportunity Revenue Analysis by Employee chart, viewing   1

Opportunity Revenue Analysis chart, viewing   1

Order Revenue Analysis chart, viewing   1

overwrite existing record mode

about   1

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P

Personalization Categories drop-down list, about and using   1

Personalization, using with Web Marketing   1

phone offers, working with

about phone orders   1

call guides, about and creating   1

call guides, creating a call guide   1

Pick Campaign dialog box, using to define new campaign with offer   1

Plan Explorer, using to review marketing plan organization and associated tactics   1

Preview List, about preview not working   1

Product Detail view, about using   1

products, associating with offers   1

program and campaign organizational tools

about   1

program execution schedule

deleting   1

editing   1

Program Execution workflow, about using to launch multistage programs   1

program flow

campaigns   1

events   1

lists   1

segment   1

stage   1

Program Flow Designer, about   1

Program Flow view

See also Using the Program Flow

about using   1

campaign, adding list to   1

new campaign with offer, defining   1

predefined campaigns with associated offers, adding   1

segments, adding to a program stage   1

stage, adding to the program   1

programs

See also Using the Schedule Calendar View

campaign launch status, monitoring   1

documents, attaching to   1

email campaigns, suspending and relaunching   1

manually launching campaigns (procedure)   1

manually launching campaigns, requirements for   1

marketing programs, launching   1

programs timeline, about   1

promotion map

about modifying and prospect information (table)   1

map entries, modifying   1

prospect lists

deleting prospects from list   1

Lists view, viewing from   1

Prospect records, about updating using Update Existing Duplicates Mode   1

prospects

campaign, adding to   1

campaign, associating with   1

data matching and data cleansing   1

definition   1

list, removing from   1

viewing in Siebel Marketing   1

Prospects List view, using to view prospect information   1

Prospects More Info view, using to promote a prospect   1

prospects, promoting

Campaigns Opportunity, using to promote a prospect   1

List Contacts and Prospects view, using to promote a prospect   1

promotion map, modifying, about and prospect information (table)   1

prospect, promoting to a contact, about and application checks   1

prospect's response to an opportunity, about promoting   1

Prospects More Info view, using to promote a prospect   1

prospects, defined   1

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Q

quotas

See Defining Quotas for the Plan

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R

Recommended Products applet, about   1

reject import record mode, about   1

related events

campaign, associating with   1

Request a Call view, about using and accessing   1

Request More Information applet, about   1

requested and assigned budget, about   1

resolve incoming duplicates mode, about   1

response charts

accessing (procedure)   1

Average Opportunity Revenue Analysis (Response) chart, viewing   1

Campaign Analysis (Response) chart, viewing   1

Offer Analysis (Response) chart, viewing   1

Offer Type Analysis (Response) by Campaign chart, viewing   1

Offer Type Analysis (Response) chart, viewing   1

Opportunity Analysis (Response) chart, viewing   1

Revenue Analysis (Response) chart, viewing   1

Siebel Campaigns, about viewing in   1

response data

importing, about and List Import view described   1

response fields for mapping import data   1

Response Details form, fields (table)   1

response forms

about   1

definition   1

relationship to response types   1

response management, using

about   1

attachments, adding   1

automatic response, about creating from opportunities and orders   1

offer code lookups, performing   1

opportunities, adding   1

orders, adding   1

products, adding   1

Response Details form, fields (table)   1

response information, adding   1

response, promoting to an opportunity   1

source code lookups, performing   1

response types

definition   1

responses

adding attachments to   1

adding opportunities to   1

adding orders to   1

adding products to   1

responses management, about   1

responsibilities, setting up for Web Marketing   1

Revenue Analysis (Response) chart, viewing   1

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S

Salutation applet, about   1

Schedule Calendar view

See Scheduling a Stage Execution

Send Product Information view, about using and accessing   1

server components and tasks, verifying status of

about and list of components   1

data quality settings, verifying   1

incoming data, validating the structure of   1

set distribution periods

See Setting Up Waves for a Campaign Load

charts   1

Siebel Campaigns

Campaign Achievements, viewing   1

Siebel Dun & Bradstreet

account data, viewing for a D&B prospect   1

D&B prospect, promoting   1

list management, about integrating with   1

Siebel eMail Response, about configuring to capture email responses   1

Siebel HTML Editor to edit the offer template   1

Siebel Personalization, using with Web Marketing   1

Siebel Web Engine, about   1

skills

skill items defined   1

skill items, associating with a skill   1

SmartScript, setting up   1

source code lookups, performing   1

status bars, understanding timelines   1

subwaves, determining the number created   1

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T

teams

campaign, assigning to   1

organizations inheritance, turning off   1

telemarketing offers, about defining   1

templates

See Creating and Editing Offer Templates

response management, using

See Using Response Management

testing campaigns and offers

See About Testing Campaign Offers

about   1

business scenario   1

email and fax offers, sending   1

email campaign, testing   1

The New User Link applet. about   1

timelines

See also Using Timelines

about   1

color-code status bars, understanding   1

types of   1

tools

See Program and Campaign Planning Tools

Trend Analysis by Employee chart, viewing   1

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U

URLs

offers, about how links appear in an offer   1

offers, associating with   1

offers, associating with (procedure)   1

user interface, customizing

about   1

full-text search, about   1

response management, about   1

Web Marketing without frames, implementing   1

Web templates, using   1

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W

Wave Batch Size parameter

subwaves, determining the number created   1

waves

about using   1

multiple waves, setting up   1

Web Anonymous User responsibility, about   1

Web Corporate User responsibility, about   1

Web Marketing, setting up and using

about   1

home page, accessing by visitors   1

Information page, about and applets   1

installing, applications to install before Web Marketing   1

Offers pages, using and configurable applets   1

Product Detail view, about using   1

Request a Call view, about using and accessing   1

responsibilities and users, setting up default   1

Send Product Information view, about using and accessing   1

Siebel Personalization, using with Web Marketing   1

unstructured content, additional   1

user access, tasks to control user access   1

user interface, customizing   1

Web site visitor, about   1

Web site, about   1

Web Survey view, about using   1

Web Offer applet, about   1

Web offers

about and Web Offers view   1

attachments, adding to   1

offers, about associating with   1

offers, about associating with (procedures)   1

offers, about how links appear in an offer   1

Web Offers Downloads, using to add attachments to Web offers   1

Web Registered User responsibility, about   1

Web site

user access, tasks to control user access   1

visitor, about   1

Web Marketing home page, accessing by visitors   1

Web Marketing Web site, about   1

Web Survey view

Web Marketing Offers page, about using   1

Web surveys

offers, about associating with   1

offers, about links appear in an offer   1

offers, associating with (procedure)   1

Web survey link, about clicking on   1

Web templates, using to customize the user interface   1

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