Siebel Marketing User Guide > Planning and Designing Marketing Campaigns > Loading Customers in Campaigns >

Adding Contacts and Prospects to a Campaign Individually

In addition to loading a campaign from segments, lists, or both , you can add individual contacts and prospects to a campaign. The ability to add or delete contacts and prospects can be controlled in the Execution Options view by using two flags (Enable Contact Editing and Enable Partner Editing of Contacts). If these flags are checked, the New and Delete buttons will be available. The buttons are available in Siebel Campaigns in the Campaign Administration views, but not the other Campaign views. For more information, see Setting Up Campaign Execution Options.

After you add a list of contacts and prospects, all contacts and prospects in the list appear in the Campaign Contacts or Prospects view. From this view, you can also add contacts and prospects one at a time. For more information, see List Management.

To add a contact or prospect to 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 Execute view tab.
4. In the Execute link bar, click All Contacts/Prospects.

   The list of available contacts or prospects appears, with information on the selected contact or prospect record displayed in the Contact or Prospect Details form.

5. In the Contacts or Prospects list, add a new record.
6. In the Contact Last Name or Prospect Last Name field, click the select button and, in the Pick dialog box, perform one of the following actions:
   1. Select an existing record, and click OK.
   2. Click New to create a new contact or prospect, then type the information, and click OK.
7. In the All Contacts/Prospects Detail form, complete the fields.