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Testing Email, Fax, and Wireless Campaign Offers


Test Offer sends samples of email, fax, or wireless offers associated with a particular campaign to designated team members, based on positions. Before testing email offers, make sure you complete the following tasks:

  • Make sure the offer is active. The date in the Activation Date field for the email offer must have arrived, and the date in the Expiration Date field must be current or in the future for the Test Offer command to be enabled.
  • Associate the offer with a campaign. Associate the offer with an active campaign. For details, see Associating Offers with a Campaign.

To test email, fax, and wireless campaign offers

  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. In the Campaign form, perform the following steps:
    1. Click the Team select button.
    2. In the Team Members dialog box, select an employee from the Available list, click Add, and then click OK.
  4. Click the Design view tab.
  5. In the Design link bar, click Offers.
  6. In the Offers list, select an email offer.
  7. Click the menu button and choose Test Offer.
  8. In the Campaign Team dialog box, choose from the list of available team members, and then click OK.
  9. Verify the email offer has been sent to the specified email address.
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