|
Siebel Marketing User Guide > Launching Programs and Campaigns > Using the Schedule Calendar View >
Scheduling a Stage Execution
Use the following procedure to schedule stages of a program for automatic execution. To schedule the execution of a stage
- Navigate to the Programs screen.
- In the Programs list, drill down on the program name.
- Click the Schedule view tab.
- In the Calendar view, click the calendar icon for the date that the program will start.
- In the activity form, complete the fields using Table 24 as a guide.
- Select the Active Flag so that the scheduling will take effect.
If you select the active flag, the stage executes as soon as the activity time arrives. If you do not select the active flag, no execution occurs.
- Click Save This One when you are ready to save the schedule.
The stage name and launch time appear in the Schedule calendar. The calendar also reflects any recurrence of the stage.
Table 24. Activity Fields for a Stage Execution
|
|
Comment |
Type additional information about the program schedule, if desired. |
Description |
This field automatically displays the previously added program description. Type additional information if desired. |
Frequency |
If the program is repeating, choose the repeat cycle from the list. Options are Daily, Weekly, Monthly, Quarterly, and Yearly. |
Planned Completion |
The default value in this field is the program's end date. Click the calendar select button, use the calendar controls to set the date and time. |
Planned Start |
The default value in this field is the program start date. Click the calendar select button, and use calendar controls to set the start date and time for program execution. |
Stage |
(Required) You must select the stage of the program that should execute. |
Type |
(Required) The Type field displays Stage Execution as the default. If Marketing Program does not appear in the field, select it from the list. |
Until |
If the stage repeats over time and you want to delete every repeating instance, choose Delete All. |
To edit the schedule
- Navigate to the Programs screen.
- In the Programs list, drill down on the program name.
- Click the Schedule view tab.
- In the Schedule's calendar, drill down on the program name.
Make sure the Active Flag is still checked so that execution will occur.
- In the Schedule form, make changes, and click Save This One.
To delete a schedule
- Navigate to the Programs screen.
- In the Programs list, click the Schedule view tab.
- In the Schedule's calendar, drill down on the program name to open the Schedule form.
- Click the menu button, and choose Delete This One.
If the stage repeats over time, you will be asked if you want to delete a single instance or every repeating instance.
|
