Siebel Marketing User Guide > Planning and Designing Marketing Campaigns > Creating Campaigns >

Associating Offers with a Campaign


Before you implement a marketing program, you should associate one or more offers with the campaign, depending on your marketing strategy. The Offers list provides information about each offer, including the name and description, the offer type, and the source code assigned to this particular offer, and any associated product and price list.

When the campaign is loaded, a campaign record is created, and valid offers are copied to the campaign. Any views showing the offers for each campaign have built-in visibility to prevent invalid offers from appearing to end users. A valid offer is defined as an offer with a current date that falls between its defined activation and expiration dates. If activation and expiration dates are not defined for the offer, the offer is valid by default. Each time the campaign is loaded and when it is launched campaign offers are copied to the wave history.

NOTE:  If you plan to change offers during the campaign (after launching one or more waves), you should not disassociate the previous offer. Instead you should mark the previous offer as expired (using the expiration date), and associate the new active offer. This method allows you to continue to capture and report on responses from the previous version of the offer.

To associate offers with a campaign

  1. Use the step in the following list that applies to your product:
    • In Siebel Marketing, navigate to the Campaigns screen.
    • In other Siebel applications, navigate to the Campaign Management screen.
  2. In the Campaigns list, drill down on the campaign name.
  3. Click the Design view tab.
  4. In the Offers list, create a new record.
  5. In the Add Offer dialog box, select a predefined offer, and click OK.
Siebel Marketing User Guide