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Siebel Marketing Guide > Campaign Plans and Campaigns > Working With Campaign Contacts and Prospects >

Associating a List of Prospects or Contacts With a Campaign

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This topic discusses associating an imported (or purchased) list and an internal list of prospects or contacts with a campaign.

When you associate a purchased list with a campaign, you import the list, and then associate the list with a campaign. Prospects will only be visible in the Campaign Contacts list if you successfully import the purchased list before associating it with a campaign. If contacts or prospects are added to a list after you associate that list with a campaign, you need to delete the list from the Campaign Lists view and associate it with the campaign again.

CAUTION:  If you associate an empty list (a list prepared for import but not yet imported) with a campaign and then import the list, the prospects are not associated with the campaign and are not visible in the Campaign Prospects list.

When you associate a list with a campaign, you will not immediately see data in the Contact/Prospect List. The list is populated after the Campaign List Association workflow process runs and you may need to refresh the browser view to see the newly associated names. However, if you do not see names appearing in your Contacts/Prospects list after several minutes and after refreshing the view, the Campaign List Association workflow may not be activated. For more information, see Activating Workflow Processes.

Use the following procedure to associate available imported or internal lists of contacts and prospects with your campaigns. You can also associate a list of prospects or contacts with campaign plans using the Program Flow or Program Explorer views. Before you associate a list with a campaign, make sure that the Siebel Server, the Object Manager component, and Workflow Process Manager component are running.

NOTE:  Only active campaign lists can be associated with a campaign.

To associate a list of prospects or contacts with a campaign

Use the step in the following list that applies to your product:
In Siebel Marketing, from the application-level menu, choose View > Site Map > Campaigns > All Campaigns Across Organizations.
In Siebel Campaigns, from the application-level menu, choose View > Site Map > Campaign Administration > All Campaigns Across Organizations.
In the Campaigns list, select the campaign and click the Lists view tab.
In the Lists list, add a new record.
In the Add Lists dialog box, select the list you want and click OK.

NOTE:  When you associate a campaign list with a campaign, contacts in that list are associated with the campaign. If you change the campaign list to be inactive or if you delete it, the contacts still appear in the Contacts/Prospects list for that campaign.

Click the Position select button, select a position, and click OK.

List position ownership should be coordinated with campaign contact ownership parameters set on the execution option views. Campaign contact position owner can be controlled by the list position owner or by assignment manager and execution options settings.

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