Bookshelf Home | Contents | Index | PDF     

Siebel Marketing User Guide > List Management > Creating and Managing Internal Lists >

Using Prospect Lists in Siebel Marketing

Marketing campaigns can include prospects in a using one of the following approaches:

  • Associating an internal list of prospects with the campaign.
  • Associating a segment from the Marketing segmentation module where the campaign load list format is configured to load the Marketing Prospect integration object.

To associate an internal list with a campaign

  1. Navigate to the Campaigns screen > Campaign List view.
  2. Drill down on the campaign Name.
  3. Click the Design tab.
  4. In the Design link bar, click Segments/Lists.
  5. Click Add List to associate an internal list.

    Repeat Step 5 if you want to associate any more lists.

  6. After all the desired lists are associated, select the Menu on the upper campaign form and select Load Campaign to associate all the members of the list to the campaign.
  7. Pick a time and date for the load request, and click OK.

Marketing campaigns can include prospects in a using one of the following approaches:

  • Associating an internal list of prospects with the campaign.
  • Associating a segment from the Marketing segmentation module where the campaign load list format is configured to load the Marketing Prospect integration object.

To associate a Segment of prospects with a campaign

  1. In the Marketing Module, create a segment. Make sure that the Campaign Load List Format for the segment is configured to load data into the Marketing Prospect integration object.
  2. Navigate to the Campaigns screen > Campaign List view.
  3. Drill down on the campaign Name.
  4. Click the Design tab.
  5. In the Design link bar, click Segments/Lists.
  6. Click Add Segment to associate the segment.

    If the segment has never been used in a campaign previously, click Choose a new segment, and select the segment from the folder location where you saved it.

  7. Repeat Step 6 if you want to associate any more segments.
  8. After all the desired segments are associated, select the Menu on the upper campaign form, and select Load Campaign to associate all the members of the segment to the campaign.
  9. Pick a time and date for the load request, and click OK.

Table 27 describes how prospects and contacts can be used in segments associated with campaigns.

Table 27.  Scenarios for Using Segments of Contacts and Prospects in Campaigns
Scenario
Data Source
Integration Object
Comments

Segment contains only contacts.

Siebel OLAP or Siebel OLTP

Marketing Contact

Fully supported. All contacts exist in the Siebel transactional database, so data is inserted only into the S_CAMP_CON table.

Segment contains only contacts.

Non-Siebel database

Marketing Contact

Fully supported. New contacts and accounts (if mapped) are created in the Siebel transactional database.

Segment contains only prospects.

Siebel OLAP or Siebel OLTP

Marketing Person

Fully supported. All prospects exist in the Siebel transactional database, so data is inserted only into S_CAMP_CON.

Segment contains only prospects.

Non-Siebel database

Marketing Prospect

Fully supported. New prospects are created in the Siebel transactional database.

Segment contains contacts and prospects.

Siebel OLAP or Siebel OLTP

Marketing Person

Fully supported. All contacts and prospects exist in the Siebel transactional database, so data is inserted only into S_CAMP_CON and S_DD_USER_KEY tables.

Segment contains contacts and prospects.

Non-Siebel database

 

Currently not supported.
    
Siebel Marketing User Guide