Bookshelf v7.5.3: Adding Contacts and Prospects to a Campaign Individually

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

Adding Contacts and Prospects to a Campaign Individually

In addition to using lists of contacts and prospects in a campaign, you can add individual contacts and prospects to a campaign. The ability to add or delete contacts and prospects can be controlled in the Execution Options view by using two flags (Enable Contact Editing and Enable Partner Editing of Contacts). If these flags are checked, the New and Delete buttons will be available. The buttons are available in Siebel Campaigns in the Campaign Administration views, but not the other Campaign views. For more information, see Setting Up Campaign Execution Options.

After you add a list of contacts and prospects, all contacts and prospects in the list appear in the Campaign Contacts or Campaign Prospects view. From this view, you can also add contacts and prospects one at a time. For more information, see List Management.

To add a contact or prospect to 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 to which you want to add a contact or prospect.

Click the Contacts/Prospects view tab.

The list of available contacts or prospects appears, with information on the selected contact or prospect record displayed in the Contact or Prospect Details form.

In the Contacts or Prospects list, add a new record.

In the Contact Last Name or Prospect Last Name field, click the select button and in the Pick Dialog Box perform one of the following actions:

Select an existing record and click OK.

Click New to create a new contact or prospect, then type the information and click OK.

In the Contacts/Prospects Detail form, complete the remaining fields using Table 59 as a guideline.

NOTE: The Organization Owner and Position Owner fields are automatically populated with the information of the person creating the record.

Table 59. Contact and Prospect Detail Form Fields
Field	Comment
# Attempts	Type the number of contact attempts for this contact or prospect.
Call Status	Options in the standard product are: In Progress, Busy, No Answer, Left Message, Call Back Later, Call Completed, Not Completed.
Outcome	Describes the outcome of the call. Options in the standard product are: Created Opportunity, Created Response, No Interest, Unable to Reach Contact.