Siebel Marketing Guide > Allocating Segment Counts to Campaigns > Forecasting Allocation >

Using Forecast Mode

The following procedure describes how to use Forecast Mode for allocation.

To use Forecast Mode

  1. From the application-level menu, choose View > Site Map > Programs screen.
  2. In the Programs list, select the program targeted for allocation and click the Stages view tab.
  3. In the Stages list, drill down on the Stage record hyperlink.
  4. In the Stage Plan Details form, select the Forecast Mode box and save the record.
  5. In the Allocation segments list, prioritize the segments associated with the program stage.

    6. To change the priority of a segment, change the value in the Priority field.

  6. In the Segments list, select a segment and select a campaign in the Allocation Details list.
  7. In the Allocation Details list, type a Forecast Allocation, or a Forecast % Allocation, or both, depending on your allocation strategy.

    8. To use only the Forecast Allocation, or the Forecast % Allocation, type a value in one of the fields and leave the other blank.

Repeat Step 6 through Step 7, selecting additional segments and campaigns and adding the forecast allocation.

When the snapshot is generated, the Gross and Net Counts fields are populated in the Segments list. The Gross count is the total count of those who met the segment criteria. The Net Count is the count after deduplication has been performed.


 Siebel Marketing Guide 
 Published: 23 June 2003