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

Requirements for Creating and Modifying Campaigns

You use campaigns in Siebel Marketing and Siebel Campaigns. Prior to launching a campaign, you need to perform some or all of the following tasks:

• Create segments or lists. Create segments using the marketing segmentation module. For details, see Importing and Managing External Lists and Creating and Managing Internal Lists.
• Associate segments and lists with a campaign. Associating a List of Prospects or Contacts with a Campaign.
• Select the contacts and prospects. Add the names of contacts and prospects you will be targeting with the campaign. Add contacts and prospects manually if desired. If you use segments or lists, you must load the campaign. Manually adding names occurs when a sales organization is collecting very specific customers to target with an offer. For details, see Adding Contacts and Prospects to a Campaign Individually.
• Determine campaign activities and milestones. Create activity plans with associated activities for your campaigns. For details, see the chapter about activities in Applications Administration Guide.
• Set up campaign groups and teams. Specify group or team members to launch the campaign. For details, see Working with Campaign Teams and Groups.
• Establish employee skills. Determine what employee skills are needed to launch the campaign. Setting Up Campaign Assignment Skills.
• Develop quotas. Set up quota plans for campaign team members to meet and determine incentives or rewards for those who meet their quotas. For details, see Setting Up Campaign Quotas.
• Define the Segments. For more information, see Marketing Segments and Segment Trees.
• Associate vendors and export list formats. For more information, see About Previewing and Generating Lists.
• Set up campaign execution options. For more information, see Using Assignment Manager with Campaign Contacts.
• Define the offers. Create the offer that your customers will receive, and associate the offers with campaigns. For details, see Creating and Using Offers.
• Create a SmartScript. This SmartScript will guide agents through a campaign call. For details, see Using SmartScripts with a Campaign.
• Prepare literature items. Prepare any literature items associated with the campaign. For details, see the chapter about literature in Applications Administration Guide.