Siebel Marketing Guide > Campaign Plans and Campaigns > Setting Up Campaign Assignment Skills >

Defining Campaign Skill Items


Use the following procedure to define items for each campaign skill associated with your campaign.

To associate skill items with a skill

  1. Use the step in the following list that applies to your product:
  2. In the Campaigns list, select the campaign and click the Assignment Skills view tab.
  3. In the Assignment Skills list, select a skill.
  4. Scroll down to the Campaign Skill Item list and create a new record.
  5. In the Campaign Skill Item list, complete the fields defining the properties for each Skill item.

Table 61 defines the skill items in the standard product that may be associated with a skill. Some items are associated with more than one skill.

Table 61. Skill Item Fields
Skill Item Field
Action
Activity Category
The activity category that must be performed for the campaign. For example, a campaign might need agents skilled in performing outbound calls to knowledgeable individuals or agents that can perform a demonstration.
Currency
The type of currency skill needed for the campaign.
Email Recipient Profile
The profile for the email recipient. If you have groups of agents with different types of email addresses, such as @support.com or @sales.com, Assignment Manager will assign based on a section of the email address of agents.
Expertise
The expertise required for this skill. Options in the standard product are Novice, Intermediate, and Expert.
Industry
The industry that the skill references.
Language Code
The language associated with the skill.
Product
The product associated with the skill
Product Line
The product line associated with the skill.
Product Wildcard or Product Line Wildcard
Select Product Wildcard or Product Line Wildcard if you want Assignment Manager to evaluate the specified string value during a search of Product or Product Line names. For example, if you type Product Wildcard criteria with a value of Sales, a search will be performed for products containing that string of characters, such as Siebel Sales, Siebel eSales, and so on.
Revenue
Revenue can be used to assign agents to a campaign based on a revenue number. For example, only certain agents may be qualified to handle high value customers who generate revenue over $1M.
Click the Revenue select button and use the calculator to type the revenue figure and click the equal (=) sign.


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