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Setting Up Waves for a Campaign Load


If your marketing program consists of a one-time campaign and offer, and you are confident that your organization can handle the volume of responses, you probably do not need to define multiple waves. Siebel Marketing automatically provides a 100 percent fully allocated wave (with a wave code of A and a lag of 0) when a campaign is created.

If you are planning a multistage recurring campaign and anticipate a large distribution list of contacts that will receive an offer, you may want to take a measured approach to distribution and split fulfillment of the offer among a number of waves.

Waves, or set distribution periods, are commonly used to:

  • Test the campaign concept. An initial sampling to gauge campaign response is followed by a larger distribution.
  • Examine the campaign mechanics. A measured distribution of the campaign offer provides information to guarantee the campaign mechanism works efficiently from order entry, to fulfillment, to response tracking.
  • Balance the load on a fulfillment center. In this case, each wave might consist of 10-15% of the list to make sure existing resources can reasonably handle launching a campaign, including managing campaign responses.

In addition to setting up waved distribution periods, you can set a lag time for additional waves that reference the stage launch date, and then split the generated list by a percentage of contacts for each wave period. You can also split by a List Measure. The measure must be included in the list to be available for use in splitting the list.

You can use the List Distribution list to specify a percentage of contacts in each wave that will be sent to each vendor, as well as the output file layout and the method for distributing the list.

Before creating a second wave, decrease the number in the % field of the first wave, which, by default, is 100%. The percent number for all waves cannot exceed 100.

To set up multiple waves for a campaign load

  1. Navigate to the Programs screen.
  2. In the Programs list, drill down on a program name.
  3. Click the Schedule view tab.
  4. In the Schedule link bar, click Details.
  5. Scroll down to the Waves list and in the Waves list, create a new record.
  6. Complete the necessary fields, using Table 10 as a guide and save the wave record.
Table 10.  Fields in the Campaign Waves Form
Field
Comment

%

The default percentage is 100 for a single wave. If you are planning multiple waves, first reduce the percentage number in the first wave and type the percentage of contacts that will be included in the second wave. The total percent for all waves cannot exceed 100%.

Count

This field shows the corresponding number of contacts to be included in the wave. The number in this field is automatically calculated when you save the record.

Description

Describe the characteristics of the wave.

Lag (Days)

The default is 0. Type the number of days the wave is delayed after loading a campaign. The maximum lag for all the waves cannot be greater than number of days between the start date and end date of the campaign.

The wave is launched when the server processes the Launch Campaign request.

This server process can be automatic, using a scheduled program launch or can be manually started using the right-click menu in the Program Flow workspace.

Wave Code

Type a wave code, up to 10 characters. You cannot save the record without a wave code. The wave code appears as part of the source code for the campaign member if you set up the source code format to include it. The wave code for the default wave is A.

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