Bookshelf v7.5.2: Creating a Campaign Plan

Siebel Marketing Guide > Campaign Plans and Campaigns > Setting Up Campaign Plans in Siebel Marketing >

Creating a Campaign Plan

Use this procedure to create a campaign plan in the Campaigns screen.

To create a campaign plan

From the application-level menu, choose View > Site Map > Campaigns > My Campaign Plans.

In the My Campaign Plans list, create a new record.

Complete the necessary fields for the campaign plan record, using Table 55 as a guide.

Table 55. Fields for Campaign Plans
Field	Comments
Execution Period	Click the Period select button. In the Pick Period dialog box, choose the predefined time period during which the campaign will be active.
Lead Partner	Choose a partner organization to associate with the selected record. If a lead partner was assigned at the program plan level and the campaign plan associated with that program plan does not have a lead partner, the campaign plan inherits the lead partner from the program plan. You can change the value, selecting from any of the partners associated with a campaign plan or campaign. This lead partner will be copied to any campaigns created from this campaign plan and to response or opportunities that result from this campaign.
Name	Type a name for the campaign. The uniqueness of a campaign is based on its source code. You can have two campaigns with the same name but the source codes for each campaign must be unique.
Objective	Type a description of the campaign's objective.
Organization	Click the Organization select button and select the predefined organization that is responsible for the campaign plan. You can choose more than one organization. You can also associate Partner Organizations with the campaign plan. Partner organizations are created and administered through Partner Administration. For more information, see Siebel Partner Relationship Management Administration Guide.
Program Plan	This field is automatically completed when the campaign is associated with a specific marketing program.
Region	Choose from the list the region in which the campaign will be active.
Source Code	Automatically added. To change the value, type a source code for the campaign, or use the default record ID for the code. The source code for this campaign is available for use as part of the source code format for the program. The value must be unique.
Stage Plan	This field is automatically populated with stage information when the campaign is associated with a specific program plan's stage.
Start/End	For a campaign plan in Siebel Marketing and a campaign in Siebel Campaigns, the start and end dates default to the day and time you create the campaign. For campaigns in Siebel Marketing, the Start field is based on the date and time the campaign is loaded and the End field is inherited from the Campaign Plan. These dates do not affect launching campaigns. A campaign will launch even if the end date has passed.
Status	By default, campaign status is Planned (start and end dates in the future). Status values may be changed at any time. During automatic program execution, the status automatically changes to active when a campaign is loaded, and at the conclusion of the program, the campaign's status automatically changes to completed. If the program is executed manually, status does not automatically change. To change the status, use the status drop-down list to choose Active (start date in the past and end date in future) or Completed (start and end date in the past).
Type	Choose from the list the type of campaign you are creating. Options include Acquire, Retain, Win-Back, Cross-Sell, and Up-Sell.

Creating a Campaign Plan in the Program Explorer

To create a campaign plan in the Program Explorer, navigate to the Program Explorer. Expand the node of the program plan and stage in which you plan to use the campaign plan. In the Campaign Plans list, create a new record and complete the required fields.

Creating a Campaign Plan in the Program Flow

To create a campaign plan in the Program Flow, navigate to the Program Flow view tab. Select the program stage with which you want to associate the campaign plan. Drag the campaign plan icon from the palette into the workspace. In the dialog box, click New and complete the required fields.

Associating Other Entities With a Campaign Plan

Table 56 contains descriptions of many entities that can be associated with a campaign plan.

Table 56. Entities That Can Be Associated With a Campaign Plan
Entity	Description
Activities	Team members can create and assign activities related to the Campaign Plan.
Activity Plans	Templates of activities can be associated with a Campaign Plan. For more information, see Creating and Using Activity Plans.
Documents	Any team member can associate documents as attachments to the Campaign Plan.
Execution Options	The campaign plan execution options specify the default values for these settings each time the campaign plan is loaded.
Forecasts	Each Campaign Plan can have a Forecast that predicts the financial performance of the Plan. The actual results versus the Forecast can be tracked for each Campaign. For more information on developing Campaign Forecasts, see Forecasting for Campaigns.
Lead Partner	Anytime a Campaign Plan is loaded, the Lead Partner is automatically added to the associated Campaign.
Offers	Each time the Campaign Plan is loaded or launched the associated offers will be copied to the campaign.
Organizations	These are the organizations that will have visibility to the Campaign Plan under All Campaign Plans. When the Campaign Plan is loaded, each organization is automatically included on the associated Campaign.
Team Members	These are the employee positions that have visibility to the Campaign Plan under the My Campaign Plans option. When the Campaign Plan is loaded, each team member is automatically included on the associated Campaign.
Waves and Distribution Lists	For more information, see Specifying Waves and Vendor-Specific Lists.