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Testing Campaign Offers Before Launching a Campaign


Test Email sends samples of every email or fax offer associated with a particular campaign to designated team members, based on positions. Before testing or sending email offers, make sure you complete the following tasks:

To test an email campaign

  1. Use the step in the following list that applies to your product:
  2. In the Campaigns list, locate and select the campaign with the offer that you want to test.
  3. In the Campaigns form, click the Team select button.
  4. In the Team Members dialog box, select the appropriate members of the campaign team to include and click OK.
  5. You can also add team members by creating a new record.

  6. Click the Offers view tab.
  7. In the Campaigns form, click the menu button and choose Test Email.
  8. In the Campaign Team list, select the position to receive the offer, and click OK.
  9. Email, eNewsletter, or fax offers associated with the campaign are automatically distributed to the team member occupying the position.

  10. Verify that the employee on your team has received the email offer.
  11. NOTE:  URL links included in the offer are inoperative for tests because the links only work for Contact and Prospect IDs and not Positions.


 Siebel Marketing Guide 
 Published: 23 June 2003