Bookshelf Home | Contents | Index | Search | PDF

Siebel Marketing Guide > Planning and Budgeting for Marketing > Creating a Marketing Plan >

Associating Marketing Plan Tactics With the Marketing Plan

---

A plan tactic is a marketing program, event, or standalone campaign that you have associated with a marketing plan. A marketing plan can be associated with any number of marketing programs, events, or standalone campaigns.

A marketing program is any program plan created in the Programs screen.
An event can be any event created in the Events screen.
A standalone campaign can be any campaign created in the Campaigns screen that is not associated with a marketing program.

To associate a plan tactic with a marketing plan

Create a marketing program, event, or standalone campaign.
From the application-level menu, choose View > Site Map > Marketing Plans.
In the Marketing Plans list, query for the appropriate marketing plan.
Click the Plan Tactics view tab.
In the Plan Tactics list, create a new record.
In the Plan Tactics dialog box, query for the program, event, or standalone campaign that you want to associate with the plan and click OK.

NOTE:  Each tactic can only be associated with one marketing plan.

You can modify all the fields in this record except Plan Item, Type, and Organization.

Bookshelf Home | Contents | Index | Search | PDF