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Siebel eFinance Guide > Collections >

Administrator Procedures

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The following administrator procedures are described in this section:

• To set up a collection campaign
• To manually add a contact to a campaign

Siebel administrators can use Siebel campaign management to execute collection campaigns. To create a collection campaign, an administrator needs to first create a new campaign in the Campaign Administration view and then generate the list of contacts the collection agents will call during the campaign.

Administrators can create this list of contacts (called a campaign list) by querying the Siebel eFinance database, or by importing an external list from a third-party application.

As a Siebel administrator, you can generate a campaign list by:

• Manually adding contacts to a campaign. Use the Campaign Administration screen to manually add a contact to the collection campaign. For more information on setting up campaigns, see Siebel Marketing Guide.
• Setting up a workflow. Set up a workflow to monitor the number of days accounts are past due. For more information, see Siebel Business Process Designer Administration Guide for Financial Services.
• Using Siebel Analytics Server. Use Siebel Analytics Server to track past due accounts. For more information, see Siebel Analytics Server Administration Guide.

To set up a collection campaign

1. From the application-level menu, choose View > Site Map > Campaign Administration > All Campaigns Across Organizations.
2. In the More Info form, click the show more button and add a record.
3. In the Response Type field, select Collections.
4. Complete the remaining necessary fields.

To manually add a contact to a campaign

1. From the application-level menu, choose View > Site Map > Campaign Administration > All Campaigns Across Organizations.
2. In the Campaigns list, select a campaign.
3. Click the Call Start view tab.
4. Click the Contacts/Prospects view tab.
5. In the Contacts or Prospects list, add a record and complete the necessary fields.

NOTE:  Make sure to add Contacts who have delinquent financial accounts.

For more information on setting up campaigns, see Siebel Marketing Guide.

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