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

Assigning a Team to a Campaign Plan

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Campaign Plan teams are set up by assigning individual employees to a team that is associated with the campaign plan. Each employee position on the campaign team has access to the campaign plan in the Campaigns screen's My Campaign Plans list.

If you are working with partners in developing the Campaign Plan, you can also include a partner as a team member by adding that partner's position. The partner might then view the campaign plan within the Partner Portal under Site Map > Campaign Planning > My Campaign Plans.

To assign a team to a campaign plan

From the application-level menu, choose View > Site Map > Campaigns > My Campaign Plans.
In the Campaign Plans list, select the campaign and click the Team view tab.

The creator of the campaign is automatically assigned as the primary member of the Campaign Team. This position may be removed from the team only after you select a different member of the team to be the Primary.

In the Team list, create a new record.
Select employees from the Add Employees list and click OK.

To select multiple consecutive employees, hold down SHIFT as you select each name. To select multiple nonconsecutive employees, hold down CTRL as you select names.

Click the Primary field to select the primary team member.

The default primary team member is the position that created the campaign.

NOTE:  When you load the campaign plan, the team members from the plan are automatically copied to the associated campaign.

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