Enhanced budget requests

See, Developing and Tracking Budgets for a Marketing Plan.

Members of the marketing organization can use the Budget Request module to submit quarterly or annual budget items for funding and approval. Items can include important details such as business justification, funding amount needed, and specific tactics related to the item.

Enhanced expense tracking

See, Tracking Marketing Expenses and Associating Invoices with Expenses.

This enhanced feature allows the marketing team to keep accurate records of how much of the budget has been committed and spent in the following ways:

• Each campaign, program, and event can provide a detailed expense budget to track the line item expenses for the project.
• Each expense item can also be tied to the vendor invoice and invoice items.

Enhanced segmentation

See, Marketing Segments and Segment Trees.

The following are enhanced and new capabilities of Marketing segmentation:

• Users can view the impact of adding and removing criteria as criteria are applied to a segment.
• New reports with cascading-style counts show the interaction between individual elements of the segment criteria.
• Mechanisms such as sampled counts and intelligent caching can improve the level of interactivity during the segmentation process.
• A new segment tree designer allows direct marketers to split and sample segments into highly targeted cells.

Enhanced program design

See, About Multistage Programs.

The following new capabilities allow program managers to design multistage, recurring marketing programs:

• Program designers implementing multistep programs can create conditional branching between stages of the program.
• Each stage can have its own schedule and recurring execution.
• Any stage can be scheduled and repeated independently of other steps in the program.
• Any step in the program can be executed manually or automatically.

Program and campaign templates

See, Creating and Applying Program Templates and Creating and Applying Campaign Templates.

A new feature allows you to reuse any program, campaign, and event by saving them as templates.

For example, an organization might create templates that contain required activities such as example offers, execution options, and activity plans. When creating new tactics, users would choose from the list of available templates.

Exact matching for list import

See, Importing External Lists.

List Import now supports the ability to designate certain columns in the list import file to be used for exact matching. This supports detection of existing contacts and prospects without requiring the Data Quality Matching server.

Enhanced email marketing

See, Creating and Editing Offer Templates and Working with Email Offers.

Siebel Email Marketing 7.7 offers enhanced personalization merge fields for email campaigns. New features provide additional flexibility to add merge fields, including information from external data sources and other tables within the Siebel application.

Simplified hierarchy

See, Creating a Program and Creating Campaigns.

The new hierarchy consists of programs, stages, campaigns, and waves. (Before 7.7, program plans and campaign plans also were used.)

Wireless marketing

See, Creating a Wireless Offer.

Support for delivery of wireless offers using short messaging system (SMS).