Siebel Marketing Guide > Campaign Plans and Campaigns > Setting Up Campaign Plans in Siebel Marketing >
Setting Up Execution Options for a Campaign Plan
You can select the default options for each campaign when you set up the campaign plan. The default execution options control the assignment of campaign contacts and editing privileges for the campaign contact list. You can specify the default settings for assigning campaign contacts and editing privileges in the contact list. When you load the campaign plan, these settings will default on the associated campaign.
For more information about execution options, see Setting Up Campaign Execution Options.
To set execution options for the campaign plan
- From the application menu, choose Site Map > Campaigns > My Campaign Plans.
- In the Campaign Plans list, select a campaign plan.
- Click the Execution Options view tab and complete the fields using the information in Table 57 as a guide.
NOTE: After the campaign plan is loaded, you can modify the execution options for the associated campaign at any time.
Table 57. Execution Option Fields
Field
|
Action
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Assignment Rule Group
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Required if you select Yes - Assignment Manager in the Campaign Contact Ownership field. Use if you want Assignment Manager to assign the organization owner and position owner to contacts in the campaign. Select a rule group to apply to contacts in the campaign.
|
Campaign Contact Ownership
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Default is No. Values are:
- No. You do not want to assign ownership. When you select this option, the Organization Owner and Position Owner fields are locked on the campaign contacts and prospect records.
- Yes - Manually. When you select this option, you can manually assign organization and position owners on the campaign contacts and prospect records.
- Yes - Assignment Manager. You want Assignment Manager to assign ownership based on Assignment Manager rule groups. If none of the rules apply, the default organization and position owners set in Siebel Tools will be applied. That is why it is very important that you create rules to cover all of your contacts and prospects. For additional information, see the description for Default Organization Owner in this table.
When you select this option, the Organization Owner and Position Owner fields are locked on the campaign contacts and prospect records.
|
Default Organization Owner
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Optional. Shows only organizations associated with the campaign plan or campaign. When the campaign is loaded and the Campaign Contact Ownership value is Yes, Manually, these default values are automatically populated into the Default Organization Owner and Default Position Owner fields.
When the campaign is loaded and the Campaign Contact Ownership value is Yes, Assignment Manager, the default values set in Siebel Tools are used by Assignment Manager. For more information, see Siebel Assignment Manager Administration Guide.
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Default Position Owner
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Optional. Shows only positions related to the selected Organization Owner. If you use Assignment Manager to assign ownership, you should complete this field so that a default value will be available for Assignment manager to use.
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Enable Contact Editing
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Default is on (True). Clear the check box if you want to prevent any one from changing the owner fields and adding and deleting contacts. This flag controls the ability to edit the following fields on the campaign contact or prospect record:
- Done Flag
- Contact Last Name
- Prospect Last Name
- Organization Owner
- Position Owner
In addition, when this value is True, the New and Delete buttons are available.
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Enable Partner Editing of Contacts
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Default is on (True). Clear the check box if you want to prevent partners from editing the fields and using the buttons controlled by the Enable Contact Editing check box.
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