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About Campaign Plans and Campaigns in Siebel Marketing

When a campaign plan is launched in the Siebel Marketing application, a campaign based on that campaign plan is created. If the campaign plan is launched multiple times, multiple campaigns are created and linked to the same campaign plan. Also, when the campaign is created from the plan, many of the associated entities such as offers, team members and organizations are automatically associated with the new campaign. Therefore, a campaign plan is a campaign template that can be applied any number of times within a program.

Campaigns are used by a more broad audience because they contain the information to manage active, day-to-day campaigns. For example, campaigns are accessible to users in other applications including Call Center, Field Sales, and the Partner Portal. Often, the users of these applications, only have visibility into the specific campaigns and offers to which they have been assigned, and do not interact with the program plans and campaign plans that were designed by the Marketers and originally launched each campaign. For more information, see About Campaigns in Siebel Campaigns.

In the Marketing application, the campaign creation process begins when you create a campaign plan. After you create the campaign plan, you can associate it with a program plan and add more detailed planning information. The administrator and other team members can associate any required information with the campaign plan, such as offers, call scripts, literature, lists, or related documents. The campaign plan team can also make sure that the correct team members, organizations, and partners are associated with the plan.

When the program plan starts and a campaign plan loads, a campaign is created using the associated information (offers, team members, partners, organizations, and so on) set up in the campaign plan. This campaign can be reviewed by other users that will participate in the campaign launch such as sales or call center managers.


 Siebel Marketing Guide, Version 7.5, Rev. A 
 Published: 18 April 2003