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Siebel Marketing Guide > Campaign Plans and Campaigns >
Preparing a Campaign
You use campaigns in Siebel Marketing and Siebel Campaigns. Prior to creating or modifying a campaign, you need to perform some or all of the following tasks:
- Import or create lists. Import lists or create lists of campaign contacts, prospects, or existing customers you need for the campaign. For details, see Selecting Imported or Internal Lists.
- Select the contacts and prospects. Add the names of contacts and prospects you will be targeting with the campaign. For details, see Adding Contacts and Prospects to a Campaign Individually.
- Determine campaign activities and milestones. Create activity plans with associated activities for your campaigns. For details, see the chapter about activities in Applications Administration Guide.
- Set up campaign groups and teams. Specify group or team members to launch the campaign. For details, see Working With Campaign Teams and Groups.
- Establish employee skills. Determine what employee skills are needed to launch the campaign. Setting Up Campaign Assignment Skills.
- Develop quotas. Set up quota plans for campaign team members to meet and determine incentives or rewards for those who meet their quotas. For details, see Setting Up Campaign Quotas.
- Define the Segments. For more information, see Defining Filter and Segment Criteria.
- Set up campaign execution options. For more information, see Setting Up Campaign Execution Options.
- Define the offers. Create the offer that your customers will receive, and associate the offers with campaigns. For details, see Creating and Using Offers.
- Create a SmartScript. This SmartScript will guide agents through a campaign call. For details, see Using SmartScripts.
- Prepare literature items. Prepare any literature items associated with the campaign. For details, see the chapter about literature in Applications Administration Guide.
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Siebel Marketing Guide, Version 7.5, Rev. A Published: 18 April 2003 |