Siebel Marketing User Guide > Launching Programs and Campaigns > About Previewing and Generating Lists >

Previewing a List


Prior to launching a campaign, you can use a preview list format to verify the data for the members of the associated segments. To generate this preview file, your Export List Format should be built so that it exports data from same data source where the campaign load data will also be extracted. Typically, this will be the Siebel Data Warehouse or another data mart or data warehouse where the segment members are extracted during campaign load.

To generate a preview list

  1. Verify that an export list format exists and meets the requirements stated in this section.
  2. Navigate to the Campaigns screen.
  3. In the Campaign list, drill down on the campaign name.
  4. Click the Execute view tab.
  5. In the Execute link bar, click List Distribution.
  6. In the Vendor list, click New.
  7. Using the vendor select button, select a vendor.
  8. Using the Export List Format select button, select one or more export list formats.

    NOTE:  Select the list format that you created in Step 1 from the folders.

  9. Click Generate Output Lists to generate the preview file.
  10. In the dialog box, select one or more waves, and then click OK.

    Give the system a few minutes to process the job, and then click the Refresh button in the Generated Lists applet. If you want to monitor the job, in the Execute link bar, click System Tasks.

When the file is created, it appears in the Generated Lists list. If the list format has splits set up in the formatting, multiple files appear in the list. Refer the Content Description column to view details about the file contents. Drill on the list name to open it, or save it to your computer.

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