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Using Siebel Marketing with Siebel Events Management

The Siebel Events Management module allows sales and marketing professionals to create, coordinate, and manage events across the enterprise, resulting in improved client interaction and expansion of the marketing message.

Siebel Events Manager 7.7 is integrated with Siebel Marketing 7.7, allowing users to create complex, multistage event marketing programs. Marketing administrators can use the Program Flow view to associate events with marketing campaigns. Upon execution of the campaign, attendees are invited to the event and automatically populated in the event attendee list. Responses are tracked when the attendees decide to accept the invitation and begin the registration process. As a result, event managers can track each attendee through the life of the event, from invitation, confirmation, and attendance.

Customers who have purchased the required license options for both Siebel Marketing and Siebel Events Management, can invite contacts or prospects to an event through an email marketing campaign. Sending this kind of invitation involves creating a target segment or list of invites, associating a related event to a campaign and email offer, and launching the campaign to send out email invitations with an embedded Event Web site URL. During execution, campaigns that have a related event automatically add the campaign contacts or prospects to the event as attendees, with a Registration Status of Invited.

Unlike contacts, prospects are not required to log in to the events Web site in order to register for an event. Therefore, this method for inviting prospects may be particularly useful in the case where third-party prospect lists are imported and not promoted to contacts. Invited prospects are shown in the Events screen, Attendees subview.

Promoting an Event Using a Campaign

This task assumes that the user has already created an Event and Offer. In most cases, users would invite contacts or prospects using an Email Offer. Siebel Marketing also supports other types of offers, such as Direct Mail, Fax, or SMS. However, the automatic embedding of the Siebel Events Web site URL only works with an Email Offer. To promote an event using a campaign, use the following guidelines:

• Create a campaign adding a Related Event. For additional information, see Creating a Campaign and Associating Related Events with a Campaign.
• Launch the campaign. For additional information, see Launching Programs and Campaigns.
• After campaign launch, Navigate to the Event screen > Attendees view to see the invited contacts or prospects.

Promoting an Event Using a Program

This task assumes that the user has already created the Events, Campaigns and Offers and that all three entities are associated (such as associating an offer to a campaign and an event to a campaign). In most cases, users invite contacts or prospects using an Email Offer. Siebel Marketing also supports other types of offers, such as Direct Mail, Fax, or SMS. However, the automatic embedding of the Siebel Events Web site URL only works with an Email Offer. To promote an event using a program, use the following guidelines:

• Create a program. For additional information, see Creating a Program.
• Navigate to the Programs screen and drill down on the program name.
• In the Program Flow workspace, select the campaign used to promote the event.
• In the Objects palette, click and drag the event icon onto the program flow workspace.
• Select the event from the Pick Event dialog box.
• Launch or schedule the program as you normally would. For more information, see Executing Programs.
• After each campaign launch, navigate to the Event screen > Attendees view to see the invited contacts/prospects.