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Siebel Marketing Guide > Creating Source Code, List Formats, and Vendor Profiles > Setting Up Vendor Profiles >
Defining Vendors
Use the following procedure to set up profiles for the third-party vendors that will receive the distribution list of contacts. If your marketing department is the list recipient, set up a vendor profile using the marketing department contact as the vendor.
To define vendors and assign list distribution methods
- From the application-level menu, choose View > Site Map > Marketing Administration screen > Vendors.
- In the Vendors list, create a new record.
- Complete the fields for the vendor definition, using Table 38 as a guide and save the record.
NOTE: If one vendor can handle multiple list formats, such as a direct mail format and a telemarketing format, create separate vendor profiles for each type. For example, the profiles might be named: Ace Fulfillment: Direct Mail, and Ace Fulfillment: Telemarketing.
Table 38. Vendors View Fields Field Comment Address, City, State, ZIP (Postal Code), Country Click the select button and in the Account Addresses dialog box, add a new account address by clicking New.Type the vendor's address city and postal code in the fields provided. Choose State and Country from the lists. Contact Name Click the Contact Name select button. In the Add Contacts dialog box, select the contact name and click OK.If the contact does not appear in the list, add the relevant information using the All Contacts list. (From the application-level menu, choose View > Site Map > Contacts > All Contacts).By default, the system looks for the email address in the EMAIL_ADDR column of the S_CONTACT table. If you store the email address in a different column, refer to Siebel Communications Server Administration Guide to configure the Recipient Email Address Field. Default List Format Click the Default List Fmt select button. In the Pick Output File Layouts dialog box, choose a predefined output file layout and then click OK. For more information on creating List Formats, see Working With Output File Layouts. Distribution Method Choose the method that describes how the distribution list will be sent to the vendor. Options are Direct Mail, Email, Fax, or FTP. Distribution Profile Choose from the list of predefined distribution profiles. Distribution Profiles are defined using the Communications Administration > Communications Drivers and Profiles view. Email Address The email address for the vendor is automatically added if it has been defined for the selected vendor contact. You cannot add the email address in this view.If you are planning to send a generated list to the vendor using email, the contact's email address must be added in the All Contacts or My Contacts view. Fax Type the vendor's fax number. Name Type the vendor's name. Phone Type the vendor's telephone number.
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Siebel Marketing Guide, Version 7.5, Rev. A Published: 18 April 2003 |