Siebel Marketing User Guide > Planning and Designing Marketing Campaigns > Using Response Management >

Adding Response Information to Prospect or Contact Records


The All Responses list allows you to view responses to selected campaigns and offers and to add response information to existing prospect or contact records. You can use this view to promote a contact to an opportunity, specify the response type and channel, and score the response. An optional Details form allows you to type additional information about the response.

To add response information to prospect or contact records

  1. Navigate to the Responses screen.
  2. In the Responses list, create a new record.
  3. In the Responses list or form, complete the fields using the following table as a guide.
    Fields
    Comment

    Last Name

    Select the Last Name for a prospect or contact.

    A number of fields are automatically populated based on this selection. These include:

    • The first name of the respondent.
    • The account associated with the respondent. If no account is associated, use the Account select button to choose one.
    • The account address (city, state, country, telephone number, and so on), that are associated with the respondent are automatically filled in the form.

    Lead Partner

    Choose a partner organization to associate with the response. If a lead partner was assigned at the program level or campaign level, it will automatically appear in this field. If you do choose to change the Lead Partner value, the drop-down list shows only those partners associated with the campaign source.

    Response Method

    (Optional) The method used to capture the response.

    Offer Name

    (Required) Only offers associated with the selected campaign appear in the list.

    Score

    Type a numeric value that represents a score for the response.

    Source Code

    In Siebel Marketing and Siebel Campaigns, source codes are assigned to each campaign contact according to the source code format associated with the program stage. If this information is included in offer materials, the code can be added by the user on the response.

    Offer Code

    Each offer has a unique offer code. If the offer code is included in the offer materials, the code can be added by the user on the response.

Siebel Marketing User Guide