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Associating Offers With a Campaign Plan

Before you implement a marketing program, you should associate one or more offers with the campaign plan, depending on your marketing strategy. Offers associated with the campaign plan can be viewed by choosing a campaign plan in the list, and clicking the Offers view tab. In this view the form displays details of the selected campaign. The Offers list provides information about each offer, including the name and description, the offer type, the source code assigned to this particular offer, and any associated product and price list.

When the campaign plan is loaded, a campaign record is created, and valid offers are copied to the campaign. Any views showing the offers for each Campaign have built-in visibility to prevent invalid offers from appearing to end users. A valid offer is defined as an offer with a current date that falls between its defined activation and expiration dates. If activation and expiration dates are not defined for the offer, the offer is valid by default. To edit the details of the offer, drill down on the offer Name hyperlink.

To associate offers with a campaign plan

  1. From the application-level menu, choose View > Site Map > Campaigns > My Campaign Plans.
  2. In the Campaign Plans list, select a campaign plan.
  3. Click the Offers view tab.
  4. In the Offers list, create a new record.
  5. In the Add Offer dialog box, select a predefined offer and click OK.

NOTE:  Campaign Plan offers are copied to the Campaign each time the Campaign is loaded and when it is launched.


 Siebel Marketing Guide 
 Published: 23 June 2003