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Siebel Call Center User Guide > Campaigns and SmartScripts >

Sending Correspondence to a Campaign Contact

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One possible outcome of a campaign call is that a contact or prospect may request more information. The following procedure briefly describes how to send correspondence to a campaign contact. Siebel Call Center requires that a prospect be promoted to a contact before correspondence can be sent.

For more detailed information about creating and sending correspondence, see Siebel Sales User Guide. For information about setting up correspondence templates, see Applications Administration Guide.

To send correspondence to a campaign contact

If you have not already done so, navigate to the Campaign Overview view, and select the contact to receive correspondence.
In the application-level menu, choose File > New > Correspondence.

A Correspondence list, a Recipients list, and an enclosures list appear. The Correspondence list contains a new record, already selected. The Recipients list contains a record for the contact you selected in Step 1. If you wish, you can click the Add button to add additional recipients.

Complete the fields in the Correspondence list.
In the Enclosures list, add literature items to be included with the correspondence.
When you have finished specifying the correspondence, choose one of the following methods to send it:
To print and mail the correspondence yourself, select the correspondence item in the Correspondence list, and then click the menu button and choose Print. After you mail the printed correspondence, select the correspondence item in the Correspondence list, and then click the menu button and choose Done to indicate that fulfillment is complete.
To submit the correspondence to the fulfillment center that is specified in the Correspondence record, click Submit.

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