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Prerequisites for Launching Campaigns Manually

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Before launching a campaign manually, make sure you have performed the following tasks:

Adding a Position to the Marketing Administrators Access Group The position of the person who launches the campaign must be a member of the Marketing Administrators access group. If the position is not part of this access group, the launch buttons will be unavailable.

NOTE:  This also applies to a partner using the partner portal.

Create the marketing program in the All Program Plans view. For more information, see Designing Marketing Program Plans.

NOTE:  To successfully launch a campaign manually, you must set the end date of the stage and the End Date of the program in the Schedule view tab.

In the Program Flow view, associate stages, segments, campaigns, and internal lists to the program.
Using the right-click menu in the Program Flow view, generate a snapshot with counts.

NOTE:  When you generate a snapshot, a snapshot file is only created if a campaign contains a segment. When a campaign has a list (and no segment) in the program flow, generating a snapshot creates a campaign and no snapshot file. For more information, see Generating a Snapshot File. You can launch this campaign in the same ways that you launch any other campaign.

In the Allocation view, allocate segment counts to campaigns.
In the Campaign Waves view, set up waves and distribution to vendors.
In the Program Flow view, use the right-click menu to load the campaign. This generates the vendor lists and adds the contacts to the Siebel Contacts and Campaign History tables for response tracking.
If you are sending offers that use a distribution profile, you test the campaign to make sure using that the profile is set up correctly, and that offer is sent with expected results. For more information on testing campaigns, see About Testing Campaigns and Offers.

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