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A
activity plans, creating and using
about 1
activity plan and activities, associating to a campaign or program 1
activity plan template, creating 1
activity plan template, creating activities for 1
programs and campaigns, associating activity plans with 1
activity templates
activities, creating for 1
activity plan template, creating 1
actual expenses and revenue, about and fields 1
aggregation
custom measure, applying to (procedure) 1
levels, list of 1
allocation functions, clearing 1
Allocation view
about and controls 1
campaign, allocating a segment to 1
segments, allocating (2 methods) 1
allocation, definition 1
analytic adapter
See also About Analytic Adapters
about and process 1
attribute families creating for 1
components, list of 1
customer hierarchy, sample mappings 1
fields, using for data retrieval 1
joins, about creating and examples 1
loading target groups, loading 1
mapping tables from the Siebel Marketing Repository Server, list of 1
new workflow process, setting up 1
target load completed successfully, verifying 1
workflow process, adding the analytic adapter data table to 1
analytic adapter tables, about 1
Application Programming Interface (API) methods, about 1
assigned budget, about 1
Assignment Manager
assignment skill rules, about using 1
campaign contacts, automatically assigning owners to 1
multiple assignment skills, associating with a campaign 1
assignment skills, deleting 1
attachments
document to marketing plan 1
documents to programs and campaigns 1
email offers, adding to 1
eNewsletter offers, adding to 1
Web offers, adding to 1
attribute families, defining
See also Defining Attributes and Buckets
about and example 1
Attribute Families view, about using 1
attributes, adding to attribute families 1
creating attribute families 1
synchronizing new attributes with those in the data source's table, about 1
unclean data, trapping 1
user-defined attribute labels, about 1
user-defined attribute labels, creating (procedure) 1
user-defined attribute labels, example 1
user-defined attribute labels, guidelines for when to create new labels (table) 1
attribute family
Siebel Data Warehouse, guidelines for creating from 1
Siebel Database Campaign History, guidelines for creating from 1
attribute hierarchies, creating
See also Defining Attributes and Buckets
about and example 1
attribute levels in the hierarchy, specifying 1
automatic data retrieval, enabling 1
automatic data retrieval, workflow described 1
caution, about deleting an attribute hierarchy 1
creating an attribute hierarchy 1
data retrieval for field values, canceling 1
data retrieval task status, checking 1
resequencing levels 1
resynchronizing attributes and getting field values, using Data Retrieval 1
synchronizing with attributes and fields, about 1
attribute joins, about using 1
attributes
See also Creating Lists of Prospects Using Additional Attributes
internal list, adding using prospect attributes 1
list of prospects, about creating using attributes 1
list of prospects, creating using attributes (procedure) 1
wildcard searches, about performing for 1
wildcard searches, performing for (procedure) 1
attributes, defining
See also Defining Attributes and Buckets
attribute families, about and example 1
attribute hierarchies, about and example 1
attributes described 1
attributes, purposes of 1
buckets, about and example 1
audience for guide 1
automatic execution of programs
about scheduling 1
campaign workflow process, understanding 1
caution, scheduling concurrent program executions 1
schedule, deleting 1
schedule, editing 1
scheduling (procedure) 1
Average Opportunity Revenue Analysis (Response) chart, viewing 1
awards
campaign quota objective, assigning to 1
new awards, creating 1
B
bidirectional join connection, about 1
bound measures
about 1
calculations, about using in 1
creating (procedure) 1
buckets, defining
See also Defining Bucket Values
about and example 1
buckets and range values, about designing and examples 1
building rollups for buckets, two methods 1
creating buckets 1
sequence of a value, changing 1
values for the bucket, creating 1
C
cache joins
about 1
caching guidelines 1
calculations, about using in bound measures 1
call guides
call guide, creating 1
phone offers, creating for 1
Call Status Analysis chart, viewing 1
Call Status by Employee chart, viewing 1
Campaign Achievement chart
Siebel Campaigns, viewing in 1
Siebel Marketing, viewing in 1
steps before viewing 1
Campaign Analysis (Response) chart, viewing 1
campaign assignment skills, setting up
about 1
assignment skills and all its campaign skill items, deleting 1
campaign skill items, deleting 1
multiple assignment skills, associating with a campaign 1
skill items, associating with a skill 1
campaign charts
Call Status Analysis chart, viewing 1
Call Status by Employee chart, viewing 1
Campaign Achievement chart, steps before viewing 1
Campaign Achievements, viewing in Siebel Campaigns 1
Campaign Achievements, viewing in Siebel Marketing 1
Campaign Trend Analysis chart, viewing 1
Lead Quality Analysis by Campaign chart, viewing 1
Lead Quality by Response chart, viewing 1
Opportunity Revenue Analysis by Employee chart, viewing 1
Opportunity Revenue Analysis chart, viewing 1
Order Revenue Analysis chart, viewing 1
Trend Analysis by Employee chart, viewing 1
types of charts 1
campaign contacts, automatically assigning owners to 1
campaign data
importing 1
mapping fields 1
campaign elements, reviewing 1
campaign execution options, setting up
about setting up 1
campaign contacts, automatically assigning owners to 1
setting up (procedure) 1
Campaign Explorer
campaign elements, reviewing 1
concurrent marketing programs and campaigns, using to monitor 1
folder, adding items to 1
campaign groups
about 1
groups, adding to a campaign 1
Campaign History table
about and list of tables 1
campaign load table update rules (table) 1
contents of 1
campaign history, about 1
Campaign Launch workflow process, understanding 1
campaign load error 1
campaign load mappings
See also About Analytic Adapters
about 1
campaign load mapping, validating 1
campaign load table update rules (table) 1
Contact Key components, sample mappings (table) 1
creating campaign load mappings 1
integration components and fields, mapping 1
mapping rules for integration components (Marketing Contact) 1
mapping rules for integration components (Marketing Person) 1
marketing integration objects, about and diagram 1
marketing integration objects, used for campaign loading 1
marketing person integration component description (table) 1
Marketing Person integration object, creating a campaign load mapping using 1
Marketing Person integration object, mapping scenarios 1
Marketing Person Integration object, using 1
Siebel Contact and Campaign History tables, about and list of tables 1
Campaign Load workflow process, understanding 1
campaign plans
campaign plan costs, adding 1
campaign plan costs, types of costs described 1
Campaign Plans timeline, about 1
definition 1
campaign plans, setting up in Siebel Marketing
about 1
about and list of tasks 1
campaign plan, associating offers with 1
campaign plan, associating other entities with 1
campaign plan, creating in Program Explorer 1
campaign plan, creating in Program Flow 1
creating (procedure) 1
execution options, setting up 1
Siebel Marketing, about launching in 1
team, assigning to a campaign plan 1
campaign quotas, setting up
about and process 1
campaign quota plan, assigning participants 1
new awards, creating 1
quota objective values, editing 1
quota objective, assigning predefined awards to 1
quota plan, adding quota objectives to 1
quota plan, creating 1
campaign record, handling errors on 1
campaign results
campaign result inputs, refreshing values for 1
tracking under a forecast 1
campaign skills, defined 1
campaign teams, working with
about 1
campaign team, setting up 1
groups, adding to a campaign 1
Campaign Trend Analysis chart, viewing 1
campaign, definition 1
campaigns
about 1
campaign record, handling errors on 1
campaign workflow process, understanding 1
contacts or prospects, adding to 1
documents, attaching to 1
execution history, about tracking 1
list, adding to a campaign 1
new campaign with offer, defining 1
note, determining which program is using inaccessible campaigns 1
occurrence, selecting an 1
opportunity, creating for 1
planning suggestions 1
predefined campaigns with associated offers, adding 1
Campaigns Opportunity, using to promote a prospect 1
campaigns, launching
See also Using the Schedule Calendar View
campaign launch status, monitoring 1
email campaign scenarios 1
email campaign, monitoring the status of 1
email campaign, stopping, resuming, or restarting 1
manually launching campaigns (procedure) 1
manually launching campaigns, prerequisites 1
marketing program, launching 1
task log, viewing 1
campaigns, setting up
See also Working With Campaign Contacts and Prospects
new campaign, creating 1
offer, associating with a campaign 1
SmartScript, setting up 1
subcampaign, setting up 1
charts
Average Opportunity Revenue Analysis (Response) chart, viewing 1
Call Status Analysis chart, viewing 1
Call Status by Employee chart, viewing 1
Campaign Achievement chart, steps before viewing 1
Campaign Achievements, viewing in Siebel Campaigns 1
Campaign Achievements, viewing in Siebel Marketing 1
Campaign Analysis (Response) chart, viewing 1
campaign charts, about 1
Campaign Trend Analysis chart, viewing 1
Lead Quality Analysis by Campaign chart, viewing 1
Lead Quality by Analysis chart, viewing 1
Offer Analysis (Response) chart, viewing 1
Offer Type Analysis (Response) by Campaign chart, viewing 1
Offer Type Analysis (Response) chart, viewing 1
Opportunity Analysis (Response) chart, viewing 1
Opportunity Revenue Analysis by Employee chart, viewing 1
Opportunity Revenue Analysis chart, viewing 1
Order Revenue Analysis chart, viewing 1
response charts, about viewing in Siebel Campaigns 1
response charts, accessing (procedure) 1
Revenue Analysis (Response) chart, viewing 1
Trend Analysis by Employee chart, viewing 1
child joins, about and unidirectional and bidirectional joins 1
communication server requests, configuring 1
component groups
enabling 1
group status, determining 1
group status, locating and verifying 1
synchronizing 1
contact information, working with
associating a list with a campaign, checking status 1
contact and prospects, viewing in Siebel Campaigns 1
contacts and prospects, viewing 1
imported or internal list, about associating with campaign 1
lists of contact information, types of 1
prospects or contacts, adding to a campaign 1
prospects or contacts, associating with a campaign 1
prospects or contacts, reviewing the request to associate 1
contact lists, viewing from 1
contacts
See also Creating Output File Layouts
data matching and data cleansing 1
definition 1
removing from a list 1
Contacts List view, using to view contact information 1
cost parameter, about using and procedure 1
counts, updating 1
custom measures
See also Creating Bound Measures
See also Creating Source Code Formats
about 1
aggregation and restrictions, about 1
aggregation levels, list of 1
aggregation, applying to (procedure) 1
building expressions, about and logical functions (table) 1
creating (procedure) 1
deleting all or portion of expression 1
editing (procedure) 1
expressions (table) 1
expressions, adding to 1
mathematical expressions (table) 1
restrictions (table) 1
restrictions, applying to 1
customer hierarchies
See also About Customer Hierarchies
about and example 1
designing customer hierarchies and levels, about and process 1
viewing details associated with source code format 1
customer hierarchies, creating
See also Creating Customer Hierarchies and Adding Targeting Levels
about and example 1
creating (procedure) 1
targeting levels, adding to a customer hierarchy 1
customer hierarchies, mapping tables to
See also Understanding Joins
guidelines 1
mapping tables and targeting levels, about 1
new table, about mapping to customer hierarchies 1
sample customer hierarchy design (table) 1
targeting level, mapping tables and fields to 1
customer hierarchy aggregation level, about 1
D
D&B lists, about 1
D&B, integrating list management with
about 1
account data, viewing for D&B prospect 1
D&B prospect, promoting 1
data mapping
field, maintaining after data mapping 1
mapping a table does not retrieve fields 1
new fields, adding after 1
data quality settings, verifying 1
data retrieval
about 1
automatic data retrieval, about setting up 1
automatic data retrieval, enabling 1
automatic data retrieval, workflow described 1
data retrieval for field values, canceling 1
data retrieval task status, checking 1
Enable Data Retrieval function, about using to general list of distinct values 1
resynchronizing attributes and getting field values, using to 1
data source
new server definition, adding for 1
data source names, defining 1
date measure criteria, creating 1
Decision Broker business service, configuring
about using 1
example, invoking business service using Siebel eScript 1
example, invoking business service using Siebel VB script 1
example, invoking Decision Broker using Personalization 1
example, using workflow to invoke a business service 1
prerequisites to configuring 1
testing campaigns with My Offer view 1
Decision Manager
See also Setting Up Real-Time Marketing With Siebel Analytics
about using 1
Decision Wizard, using to create a decision 1
decisions, creating and testing
See also Configuring the Decision Broker Business Service—Advanced
about 1
decision record, creating (procedure) 1
Decision Wizard, using to create a decision 1
deleting a decision 1
score, example of a decision that produces 1
testing a decision, about 1
testing a decision, ways to and procedure 1
decisions, retrieving information from Decision Broker
See also Configuring the Decision Broker Business Service—Advanced
about 1
example, invoking business service using Siebel eScript 1
example, invoking business service using Siebel VB script 1
example, invoking Decision Broker using Personalization 1
example, using workflow to invoke a business service 1
prerequisites to configuring 1
testing campaigns with My Offer view 1
default log level, using to troubleshoot failed snapshot task 1
deleting
assignment skills 1
snapshot 1
Delivery Profiles
about 1
delivery profile, creating 1
offer, associating with 1
direct campaigns, targeted at 1
direct mail offers, about and Direct Mail Offer view 1
distribution list, generating
exported lists, viewing 1
generating a list 1
lists that will be split by measure, previewing 1
load campaign workflow process, understanding 1
note, previewing not working 1
previewing (procedure) 1
previewing, about 1
sample list example 1
server task, checking status of 1
waves, distribution lists, and list previews 1
distribution method, vendor task 1
distribution profiles
vendor task, described 1
vendors, defining for 1
Do you have another offer? applet, about 1
documents
marketing plan, attaching to 1
programs and campaigns, attaching to 1
Downloads applet, about 1
drag-and-drop, about Program Flow Designer 1
E
EIM_PRSP_CON interface table, deleting records in list 1
campaign scenarios 1
campaign, testing 1
campaigns, stopping, resuming, or restarting 1
offers, sending 1
Siebel eMail Response, about configuring to capture email responses 1
email offers
See also Associating a Template With an Email Offer
about and Email Offers view 1
attachments, adding to email offers 1
offer template, associating with 1
offer template, associating with an email offer 1
outbound email distribution 1
outbound email load balancing 1
protocols supported 1
eMarketing, setting up and using
about 1
home page, accessing by visitors 1
Information page, about and applets 1
installing, applications to install before eMarketing 1
Offers pages, using and configurable applets 1
Product Detail view, about using 1
Request a Call view, about using and accessing 1
responsibilities and users, setting up default 1
Send Product Information view, about using and accessing 1
Siebel Personalization, using with eMarketing 1
unstructured content, additional 1
user access, tasks to control user access 1
user interface, customizing 1
Web site visitor, about 1
Web site, about 1
Web Survey view, about using 1
employees
Call Status Analysis by Employee chart, viewing 1
Opportunity Revenue Analysis chart, viewing 1
Trend Analysis by Employee chart, viewing 1
Enable Data Retrieval function, using to generate list of distinct values 1
eNewsletter offers, creating and editing
See also Delivery Profiles See also Using Delivery Profiles - Email, eNewsletter, and Fax
about and eNewsletter Offer view tabs 1
attachments, adding to eNewsletter offers 1
creating eNewsletter offers 1
eNewsletter rules, creating 1
eNewsletter rules, creating conditions for the rule 1
eNewsletter sections, about adding 1
eNewsletter sections, about editing 1
eNewsletter sections, resequencing 1
eNewsletter sections. adding and applying rules 1
multiple templates, adjusting to MIME Alternative standard 1
outbound email distribution 1
outbound email load balancing 1
errors
campaign record, handling 1
field name retrieval, troubleshooting during 1
Internal Communication protocol error message 1
Even % for All Campaigns allocation method 1
Even % for Unallocated Campaigns allocation method 1
events
offers, about how links appear in an offer 1
offers. about associating with 1
offers. associating with (procedure) 1
Exclusion box, removing expressions from 1
exported lists, viewing 1
expressions
custom measure, adding to 1
deleting all or portion of 1
virtual field, using expressions to create 1
External Keys table (S_DD_USER_KEY), about 1
external lists, about 1
external lists, importing and managing
See also Importing and Managing External Lists
about 1
campaign and response data, importing 1
campaign and response fields, mapping 1
database columns in the prospect table, mapping list columns to 1
existing List Import Format, applying to your list 1
fields, mapping to when importing a lists 1
import mode, selecting (procedure) 1
import request, tracking the status of 1
import status and error messages, understanding 1
importing an external list, creating a record 1
importing external lists, format and tasks performed 1
List Import Format, about editing the settings 1
List Import Format, about using 1
List Import mode, selecting 1
list import request, launching 1
list records, maintaining attributes for 1
log file, viewing for an import task 1
mapping fields when importing, about 1
server components and tasks, verifying status of 1
extractor, analytic adapter component 1
F
fax offers
See also Using Delivery Profiles - Email, eNewsletter, and Fax
about and Fax Offer view 1
offer template, associating with fax offer 1
sending 1
Featured Offers applet, about 1
fields, working with
automatic data retrieval, about setting up 1
field names, about retrieving during data mapping 1
field names, troubleshooting during retrieval 1
field values, data retrieval 1
fields, maintaining after data mapping 1
mapping a character field to a numeric field 1
new fields, adding after data mapping 1
virtual fields, creating using expressions 1
wildcard search, performing for (procedure) 1
wildcard searches, about performing for 1
filter and segment criteria, defining
See also About Target Group SegmentationSee also Setting Up Target Group Segment Tables and Joins
about 1
business scenario 1
filter expressions, about selecting available values 1
filter expressions, building (procedure) 1
filter expressions, removing 1
filter expressions, using Or in an expression 1
filter records, creating (procedure) 1
filters, defined and displaying 1
segment information 1
filters
See also Sorting and Filtering By Scores Using Decision Broker
creating (procedure) 1
criteria, about defining 1
criteria, building (procedure) 1
defined and displaying 1
definition 1
expression, using OR in an expression 1
expressions, removing 1
offer list, using profile information to filter dynamically 1
fixed costs, about 1
forecast allocation
See also Allocating Segment Counts to Campaigns
about using 1
counts, updating and Clear Allocation functions 1
Forecast Mode, using for allocation 1
forecast expenses and revenues, about and field (table) 1
forecast, definition 1
Forecast's Predicted Results form fields (table) 1
forecasting for campaigns
See also Creating and Using Activity Plans
about 1
campaign plan costs, adding 1
campaign plan costs, entering 1
campaign results under a forecast, tracking 1
creating forecasts 1
Forecast's Predicted Results form fields (table) 1
list inputs, using assumptions based on 1
per sale consumptions, adding revenue or contributions 1
segment input, adding 1
frames, implementing eMarketing without frames 1
fund request
marketing plan, associating with 1
marketing plan, viewing request associated with 1
G
global deployment, eMarketing 1
Globalization Rules
offers, applying to 1
Gross count, allocating segments 1
guide
audience for 1
organization of 1
H
hint field
setting up and passing in SQL queries 1
using in troubleshooting 1
history, ways to find status history 1
HTML
editor, using to edit the offer template 1
frames, implementing eMarketing without frames 1
I
IBM DB2, verifying database Page Size parameter 1
import request, tracking the status of 1
imported lists
campaign, about associating with 1
importing a list
mapping fields when importing 1
inbound costs, about 1
inbound offers, Real-Time Marketing Offer fields (table) 1
Inclusion box, removing expressions from 1
incoming data, validating the structure of 1
IncrementDisplayCount ( ), about and parameters 1
indirect campaigns, targeted at 1
Information applet, about 1
initializing Siebel Marketing
data source names, defining 1
initializing Siebel marketing
See also Siebel Marketing Initialization Checklist
component groups, enabling 1
component groups, synchronizing 1
database Page Size parameter, verifying for DB2 1
initialization checklist 1
Marketing Repository server definition, creating 1
marketing server components, about setting up and list of (table) 1
multistage programs, initializing 1
opportunities and orders, enabling automatic response 1
Siebel Server process, restarting using Microsoft Windows 1
User Name parameter, verifying create table privileges for 1
Wave Batch Size parameter, configuring 1
workflow processes, activating 1
Input Summary form, using 1
integration components
about 1
campaign load mapping, validating 1
mapping integration components and fields 1
mapping rules (Marketing Contact) 1
mapping rules (Marketing Person) 1
Marketing Person integration object, creating a campaign load mapping using 1
Marketing Person integration object, mapping scenarios 1
internal lists
about 1
campaign, about associating with 1
internal lists, creating and managing
See also Promoting Prospects
about and list of tasks 1
contacts or prospects, adding to an internal list 1
creating internal lists, about 1
internal list, adding using prospect attributes 1
internal lists of contacts or prospects, creating 1
lists of prospects, about creating using attributes 1
lists of prospects, creating using attributes (procedure) 1
Internet SMTP/POP3 communications driver, about using for inbound and outbound communications 1
J
joining tables and fields
See also Guidelines for Customer Hierarchies and Joins
caching, guidelines for 1
cost parameter, about using and procedure 1
customer hierarchies and joins, guidelines 1
new join between tables, creating 1
table fields, joining 1
joins, understanding
See also Guidelines for Customer Hierarchies and Joins
about and example 1
attribute joins, about using 1
multistage programs, creating for 1
parent and child joins, about and unidirectional and bidirectional joins 1
start point joins, about using 1
table joins, about using 1
L
Lead Quality Analysis by Campaign chart, viewing 1
Lead Quality by Analysis chart, viewing 1
List Contacts and Prospects view, using to promote a prospect 1
List Import Format
about using 1
editing the settings, about 1
existing List Import Format, applying to your list 1
import status and error messages, understanding 1
List Import mode, selecting 1
list import request, launching 1
list management
See also List Management
about 1
list file name format 1
tasks, list of 1
list measures
defining, about 1
list output formats, definition 1
list records
additional attributes, adding to list 1
additional attributes, creating 1
attributes, maintaining for list records 1
Lists Split by Measure, previewing 1
Lists view. using to view a contact or prospect list 1
lists, generating
exported lists, viewing 1
generating a list 1
lists that will be split by measure, previewing 1
load campaign workflow process, understanding 1
note, previewing not working 1
previewing (previewing) 1
previewing, about 1
sample list example 1
server task, checking status of 1
lists, viewing and maintaining
about and format 1
Contact or Prospects List view, using to view contact or prospect information 1
contacts, removing from a list 1
deactivating lists 1
deleting lists 1
Lists view, using to view a contact or prospect list 1
prospects, removing from a list 1
literature
offer, associating with 1
load campaign, definition 1
log file
import task, viewing 1
logical custom measure expressions (table) 1
M
manually launching programs, about 1
mapping fields
about 1
when importing a list (procedure) 1
Mapping tables, multistage program initialization 1
mapping tables, procedure 1
mappings
table mappings, about preserving 1
tables, mapping from a data source 1
Market Development Funds module (MDF)
fund request associated with marketing plan, viewing 1
fund request, associating with a marketing plan 1
Market Plan Explorer, using to review marketing plan organization and associated tactics 1
Marketing Administrators access groups
See also Adding a Position to the Marketing Administrators Access Group
user's position, about adding to 1
user's position, about adding to (procedure) 1
Marketing Contact integration object
about 1
mapping rules 1
User Key fields, about 1
marketing integration objects
about and diagram 1
campaign load mapping, used for 1
Contact Key components, sample mappings (table) 1
mapping rules for integration components (Marketing Contact) 1
marketing person integration component description (table) 1
Marketing Person integration object
about 1
about using and component description (table) 1
campaign mapping, creating using 1
integration components (table) 1
mapping scenarios 1
note, about ID required to confirm person in db 1
marketing plan, definition 1
marketing planning and budgeting
budgets, developing and assigning for a marketing plan 1
forecast and actual expenses for the marketing plan, calculating 1
fund request associated with a marketing plan, viewing 1
goal for marketing plan, creating 1
marketing plan organization and associated tactics, reviewing using Plan Explorer 1
marketing plan tactics, assigning a budget to 1
marketing plan tactics, associating with the marketing plan 1
marketing plan to marketing subplan, changing 1
marketing plan, about creating 1
marketing plan, associating a fund request with 1
marketing plan, attaching a document to 1
marketing plan, creating (procedure) 1
marketing plan, recalculating 1
marketing subplan, creating 1
marketing program
See also Using the Schedule Calendar View
campaign launch status, monitoring 1
email campaign scenarios 1
email campaign, monitoring the status of 1
email campaign, stopping, resuming, or restarting 1
launching 1
manually launching campaigns (procedure) 1
manually launching campaigns, prerequisites 1
task log, viewing 1
marketing program plans, designing
See also Using the Program Flow
attribute family, guidelines for creating from Siebel Data Warehouse 1
attribute family, guidelines for creating from the Siebel Database Campaign History 1
marketing program tasks, list of 1
multistage programs, about and types of programs 1
multistage programs, about launching 1
multistage segmentation, enabling and targeting using campaign history 1
program plans, about 1
program plans, about creating 1
program plans, creating (procedure) 1
Program Wizard, about and launching 1
marketing program stage
segments, adding 1
marketing program, defined 1
marketing programs and campaigns
Explorer, using to monitor concurrent programs 1
Marketing Repository
about and setting up server types 1
server definition, creating 1
marketing server components
component group status, determining 1
component groups, enabling 1
component groups, synchronizing 1
setting up, about and list of (table) 1
Marketing Server task information log file, using to troubleshoot failed snapshot task 1
mathematical custom expressions (table) 1
Max EAI Records parameter
See also Adjusting the Max EAI Records Parameter
adjusting the size, about 1
increasing the parameter, advantages to 1
reducing the parameter, advantages to 1
viewing or changing (procedure) 1
measures, creating
See also Custom Measures
tasks, list of 1
media offers, about and Media Offers view 1
merge joins, about 1
Microsoft Exchange, customizing email protocols 1
Microsoft Windows
Siebel Server process, restarting 1
MIME Alternate standard, adjusting multiple templates 1
multilingual deployment, eMarketing 1
multistage programs
about and types of programs 1
launching, about 1
multistage programs, initializing
about 1
joins, creating for multistage programs 1
S_CAMP_CON and S_DD_USER_KEY tables, mapping 1
multistage recurring campaigns
multiple waves, setting up 1
vendor-specific lists, creating 1
multistage segmentation, enabling 1
attribute family, guidelines for creating from the Siebel Data Warehouse 1
attribute family, guidelines for creating from the Siebel Database Campaign History 1
My Offer view, associating responsibilities with 1
N
nested loop joins
about 1
Net count, allocating segments 1
numeric measure criteria, creating 1
O
ODBC setup errors, troubleshooting during field name retrieval 1
Offer Analysis (Response) chart, viewing 1
offer delivery, about 1
offer group
creating (procedure) 1
group suppression, about and example 1
suppression behavior, changing 1
offer qualification, about 1
offer rejections, tracking
group suppression, about and example 1
offer group suppression, changing behavior 1
offer group, creating 1
offer sorting, about 1
offer templates, creating and editing
See also Creating and Editing Offer Templates
about and offer types associated with 1
creating an offer template 1
email offer, associating with 1 , 2
hyperlinks (HREF). using in a template 1
offer template associated with an offer, editing in the default HTML editor 1
offer template associated with an offer, editing in the Offers screen 1
offer template associated with an offer, using the Siebel HTML editor 1
Offer Templates list, adding a template to 1
Personalization Categories, about using 1
template not associated with an offer, editing 1
Offer Type Analysis (Response) by Campaign chart, viewing 1
Offer Type Analysis (Response) chart, viewing 1
offer, definition 1
offers
campaign plan, associating with 1
campaign, associating with 1
custom sorting, ways to 1
inbound offers, creating (Real-Time Marketing Offer fields) 1
offer code lookups, performing 1
offer list, using profile information to filter dynamically 1
personalization rules, creating to establish sort specifications 1
profile information, sorting an offer list dynamically using 1
qualifying offers, about 1
rule set, creating and associating with an applet 1
sorting and filtering, about 1
standard sort, using based on targeting and offer name 1
testing prerequisites 1
Offers page, using and configurable applets 1
offers, creating and using
See also Associating a Template With an Email Offer
Delivery Profiles, about 1
Delivery Profiles, associating with an offer 1
Delivery Profiles, creating a delivery profile 1
direct mail offers, about and Direct Mail Offer view 1
eNewsletter offers, creating and editing 1
fax offers, about and Fax Offer view 1
fax offers, associating an offer template with 1
Globalization Rules, applying to offers 1
literature, associating with an offer 1
media offers, about and Media Offers view 1
offer template, associating with an email offer 1
offer, creating 1
offers, about 1
offers, modifying 1
phone offers, working with 1
product, associating with an offer 1
Web offers, about and Web offers view 1
Web offers, adding attachments to 1
Web offers, Web surveys, events, and URLs. about associating with offers 1
Web offers, Web surveys, events, and URLs. about how links appear in an offer 1
Web offers, Web surveys, events, and URLs. about Web Survey view 1
Web offers, Web surveys, events, and URLs. associating with offers (procedure) 1
OLAP, online analytical processing 1
Open Database Connectivity data source names, defining 1
opportunities
automatic response, enabling 1
campaign, creating for 1
Opportunity Analysis (Response) chart, viewing 1
Opportunity Revenue Analysis by Employee chart, viewing 1
Opportunity Revenue Analysis chart, viewing 1
Order Revenue Analysis chart, viewing 1
orders, enabling automatic response 1
organization of 1
outbound costs, about 1
output file layout, working with
about 1
components, adding to output file layouts 1
creating output list layouts (procedure) 1
previewing distribution lists and formats 1
program stage, associating with 1
prospects, adding and creating a seed list 1
seed list, changing name of 1
output file layouts, working with
vendor task, about 1
output lists, definition 1
P
parent joins, about and unidirectional and bidirectional joins 1
partition tables
examples 1
guidelines 1
understanding 1
union table rules, examples of 1
union table, about associating with 1
union tables, about creating with associated partition tables 1
pass-through table, about 1
Personalization Categories drop-down list, about and using 1
personalization rules, creating rules to establish sort specifications 1
Personalization, using with eMarketing 1
phone offers, working with
about phone orders 1
call guides, about and creating 1
call guides, creating a call guide 1
Pick Campaign dialog box, using to define new campaign with offer 1
Plan Explorer, using to review marketing plan organization and associated tactics 1
Preview List, about preview not working 1
previewing waves, distribution lists, and list previews 1
Product Detail view, about using 1
products, associating with offers 1
profile information
offer list, using to filter dynamically 1
offer list, using to sort dynamically 1
program and campaign organizational tools
about 1
program execution schedule
creating 1
deleting 1
editing 1
Program Execution workflow, about using to launch multistage programs 1
Program Explorer
campaign plan, using to create 1
concurrent marketing programs and campaigns, using to monitor 1
Program Flow Designer, about 1
Program Flow view
See also Using the Program Flow
about using 1
campaign plan, using to create 1
campaign, adding list to 1
new campaign with offer, defining 1
predefined campaigns with associated offers, adding 1
segments, adding to a program stage 1
stage, adding to the program 1
program plan
definition 1
program plans timeline, about 1
See also Creating a Program Plan
program stage, associating with output file layout 1
Program Wizard, about and launching 1
program, definition of a marketing program 1
programs
See also Using the Schedule Calendar View
campaign launch status, monitoring 1
campaign record, handling errors on 1
documents, attaching to 1
email campaign scenarios 1
email campaigns, monitoring the status of 1
email campaigns, stopping, resuming, or restarting 1
execution history, about tracking 1
manually launching campaigns (procedure) 1
manually launching campaigns, prerequisites for 1
marketing programs, launching 1
occurrence, selecting an 1
task log, viewing 1
promotion map
about modifying and prospect information (table) 1
map entries, modifying 1
prospect lists
deleting prospects from list 1
Lists view, viewing from 1
Prospect records, about updating using Update Existing Duplicates Mode 1
prospects
campaign, adding to 1
campaign, associating with 1
data matching and data cleansing 1
definition 1
list, removing from 1
viewing in Siebel Marketing 1
Prospects by Attribute view, using to promote a prospect 1
Prospects List view, using to view prospect information 1
Prospects More Info view, using to promote a prospect 1
prospects, promoting
Campaigns Opportunity, using to promote a prospect 1
List Contacts and Prospects view, using to promote a prospect 1
promotion map, modifying, about and prospect information (table) 1
prospect, promoting to a contact, about and application checks 1
prospect's response to an opportunity, about promoting 1
Prospects by Attribute view, using to promote a prospect 1
Prospects More Info view, using to promote a prospect 1
prospects, defined 1
Q
R
rcompute, generating snapshot internal process 1
rcontrol, generating snapshot internal process 1
rcounter, generating snapshot internal process 1
Recommended Products applet, about 1
record aggregation level, about 1
RejectOffer( ), about and parameters 1
Request a Call view, about using and accessing 1
Request More Information applet, about 1
resolve incoming duplicates mode, about 1
response charts
accessing (procedure) 1
Average Opportunity Revenue Analysis (Response) chart, viewing 1
Campaign Analysis (Response) chart, viewing 1
Offer Analysis (Response) chart, viewing 1
Offer Type Analysis (Response) by Campaign chart, viewing 1
Offer Type Analysis (Response) chart, viewing 1
Opportunity Analysis (Response) chart, viewing 1
Revenue Analysis (Response) chart, viewing 1
Siebel Campaigns, about viewing in 1
response data
importing, about and List Import view described 1
response fields for mapping import data 1
Response Details form, fields (table) 1
response management, using
about 1
attachments, adding 1
automatic response, about creating from opportunities and orders 1
offer code lookups, performing 1
opportunities, adding 1
orders, adding 1
products, adding 1
Response Details form, fields (table) 1
response information, adding 1
response, promoting to an opportunity 1
source code lookups, performing 1
response, definition 1
responses
adding attachments to 1
adding opportunities to 1
adding orders to 1
adding products to 1
responses management, about 1
responsibilities, setting up for eMarketing 1
restrictions
custom measure restrictions (table) 1
custom measures, applying to 1
results, definition 1
Retrieve Data functionality, about synchronizing new attributes with those in the data source's table 1
Revenue Analysis (Response) chart, viewing 1
rextract, generating snapshot internal process 1
rollups, definition 1
rule set, creating and associating with an applet 1
S
S_CAMP_CON table, mapping 1
S_DD_USER_KEY table, mapping 1
Salutation applet, about 1
scores
dynamically calculated data, filtering on 1
real-time behavioral scores, sorting on 1
sorting and filtering by, about 1
scoring engine, creating an interface to
intermediate DLL code, example 1
seed lists
name, changing name of 1
prospects, adding and creating a seed list 1
segment count, allocating to campaigns
See also Allocating Segment Counts to Campaigns
about 1
campaign, allocating a segment to (procedure) 1
distributing segments, about 1
segments, allocating (2 methods) 1
segment criteria, creating and editing
See also About Target Group SegmentationSee also Setting Up Target Group Segment Tables and Joins
attributes and fields, about performing wildcard searches for 1
attributes, performing wildcard search for 1
date measure criteria, creating 1
fields, performing a wildcard search for 1
numeric measure criteria, creating 1
segment criteria, about defining on the Segments screen 1
segment definitions, building 1
target group segmentation, about using to create segments 1 , 2
segment definitions
displaying list of programs and stages that use 1
editing 1
viewing team who can create or modify 1
segment definitions, building 1
segment information
about 1
creating segments 1
segment, adding to campaign plan 1
segment, definition 1
Segments screen
attributes and fields, about performing wildcard searches for 1
attributes, performing wildcard searches for 1
date measure criteria, creating 1
fields, performing a wildcard search for 1
numeric measure criteria, creating 1
segment criteria, about defining 1
segment definitions, building 1
Send Product Information view, about using and accessing 1
server components and tasks, verifying status of
about and list of components 1
data quality settings, verifying 1
incoming data, validating the structure of 1
server definitions
about 1
data source server definitions, about creating 1
Marketing Repository, about and server type 1
new server definition, adding for a data source 1
server task, checking status of 1
Servers List, mapping from tables 1
Siebel Analytics
data source names, defining 1
Siebel Analytics Server, setting up
about configuring 1
prerequisites, list of 1
Siebel Analytics repository mapping, about creating 1
third-party scoring engine, creating an interface to 1
Siebel Campaigns
See also Viewing Response Charts in Siebel Campaigns
Campaign Achievements, viewing 1
Siebel Contact table
about and list of tables 1
campaign load table update rule (table) 1
Siebel Data Warehouse Campaign History, guidelines for creating an attribute family from 1
Siebel Database Campaign History, guidelines for creating an attribute family from 1
Siebel Decision Manager
See also Setting Up Real-Time Marketing With Siebel Analytics
about using 1
Siebel Dun & Bradstreet
account data, viewing for a D&B prospect 1
D&B prospect, promoting 1
list management, about integrating with 1
Siebel eMail Response, about configuring to capture email responses 1
Siebel HTML Editor to edit the offer template 1
Siebel Marketing
See also Setting Up Campaign Plans in Siebel Marketing
Campaign Achievements, viewing in 1
campaign plans, about launching in 1
Siebel Marketing Server, about 1
Siebel Personalization, using with eMarketing 1
Siebel Real-Time Marketing
See also Setting Up Real-Time Marketing—Basic
features, list of 1
personalize eMarketing, about using to 1
ways to use, list of 1
Siebel Real-Time Marketing with Siebel Analytics, setting up
See also Setting Up Real-Time Marketing With Siebel Analytics
about and list of tasks 1
Siebel Analytics Server, setting up 1
Siebel Real-Time Marketing-basic, setting up
See also Setting Up Real-Time Marketing—Basic
about 1
Application Programming Interface (API) methods, about 1
qualifying offers, about 1
Real-Time Marketing Offer fields (table) 1
sorting and filtering offers 1
tracking offer rejections 1
Siebel Server, restarting process using Microsoft Windows 1
Siebel Web Engine, about 1
skills
skill items defined 1
skill items, associating with a skill 1
skip incoming duplicates mode, about 1
SmartScript, setting up 1
SMTP protocols, customizing email protocols 1
snapshot
definition 1
snapshot files, generating and maintaining
automatically generating a snapshot file 1
data elements, adding to snapshot file 1
deleting a snapshot 1
generating a snapshot file, about and directories created 1
guidelines for using snapshot files 1
improving snapshot performance 1
manually generating a snapshot file 1
modifying contents of snapshot file, about 1
program snapshot, about 1
resolving snapshot counts discrepancies 1
snapshot task, checking status of 1
stage plan details, modifying 1
stopping a snapshot in Active status 1
stopping a snapshot task in Pending status 1
troubleshooting failed snapshot task 1
snapshot generation internal processes
rcompute 1
rcontrol 1
rcounter 1
rextract 1
rextract and rcompute 1
understanding 1
sorting
See also Sorting and Filtering By Scores Using Decision Broker
custom offer sorting 1
offer list, using profile information to sort dynamically 1
offers, using standard sort based on targeting and offer name 1
rule set, creating and associating with an applet 1
sort specifications, creating personalization rules to establish 1
Source Code Formats list
about 1
reordering list 1
source code formats, creating
creating source code formats (procedure) 1
source code format components, defining 1
Source Code Formats list, viewing available formats 1
ways to use, about 1
source code lookups, performing 1
source code, definition 1
stage
campaign record, handling errors on 1
definition 1
execution history, about tracking 1
occurrence, selecting an 1
start point join, about using 1
status bars, understanding timelines 1
status history, ways to find 1
Status timeline, about 1
stopping
snapshot task in Active status 1
snapshot task in Pending status 1
subcampaigns, setting up 1
subwaves, determining the number created 1
suppressions, definition 1
synchronizing
component groups 1
T
table joins, about using 1
See also Categories of Joins in Siebel Marketing
Table setup errors, troubleshooting during field name retrieval 1
tables
mapping tables from a data source 1
mappings, about preserving 1
parent and child joins, about and unidirectional and bidirectional joins 1
partition and union tables, guidelines 1
partition and union tables, understanding 1
partition tables, about associating with a union table 1
S_CAMP_CON and S_DD_USER_KEY tables, mapping 1
Servers List, mapping tables from 1
union table rules, examples of 1
union tables, creating with associated partition tables 1
target groups
load completed successfully, verifying 1
loading (procedure) 1
targeting level aggregation, about 1
targeting levels
customer hierarchy, adding to 1
tables and fields, mapping to 1
task information log file, using to troubleshoot failed snapshot task 1
teams
campaign plan, assigning to 1
organizations inheritance, turning off 1
telemarketing offers, about defining 1
terms used (table) 1
Test Server, about 1
testing campaigns and offers
See About Testing Campaigns and Offers
about 1
business scenario 1
email and fax offers, sending 1
email campaign, testing 1
testing offers, prerequisites 1
The New User Link applet. about 1
third-party scoring engine, creating an interface to 1
timelines
See also Using Timelines
about 1
color-code status bars, understanding 1
navigating to and from timelines 1
types of 1
Trend Analysis by Employee chart, viewing 1
troubleshooting
about 1
data dictionary process does not retrieve fields 1
failed snapshot task 1
fields name retrieval, possible errors 1
generating snapshot fails 1
improving snapshot performance 1
invalid join path error 1
mapping a table does not retrieve fields 1
mapping table, fields not retrieved 1
Marketing error messages, about 1
other Marketing issues, about 1
resolving snapshot counts discrepancies 1
setting the default log level 1
using the Marketing Server task information log file 1
using the task information log file 1
U
unclear data, about and trapping 1
unidirectional join connection, about and example (diagram) 1
union tables
creating with associated partition tables 1
examples 1
guidelines 1
partition table, about associating with 1
pass-through table, alternative to 1
understanding 1
union table rules, examples of 1
unordered collections, about 1
update existing duplicates mode
about 1
URLs
offers, about how links appear in an offer 1
offers, associating with 1
offers, associating with (procedure) 1
user interface, customizing
about 1
eMarketing without frames, implementing 1
full-text search, about 1
response management, about 1
Web templates, using 1
User Name parameter, verifying create table privileges for 1
user-defined label record
attribute labels, about creating 1
attribute labels, creating (procedure) 1
attribute labels, example 1
guidelines for when to create new labels (table) 1
V
vendor profiles, setting up
defining vendors and assigning list distribution method 1
distribution profiles, defining for vendors 1
multiple list formats, handling 1
vendor tasks, list of 1
vendors defined 1
vendors
defined 1
multiple list formats, handling 1
vendor-specific lists, creating 1
virtual fields, creating using expressions 1
W
Wave Batch Size parameter
configuring 1
subwaves, determining the number created 1
waves
about using 1
definition 1
multiple waves, setting up 1
vendor-specific lists, creating 1
Web Anonymous User responsibility, about 1
Web Corporate User responsibility, about 1
Web Offer applet, about 1
Web offers
about and Web Offers view 1
attachments, adding to 1
offers, about associating with 1
offers, about associating with (procedures) 1
offers, about how links appear in an offer 1
Web Offers Downloads, using to add attachments to Web offers 1
Web Registered User responsibility, about 1
Web site
eMarketing home page, accessing by visitors 1
eMarketing Web site, about 1
user access, tasks to control user access 1
visitor, about 1
Web Survey view
eMarketing Offers page, about using 1
Web surveys
offers, about associating with 1
offers, about links appear in an offer 1
offers, associating with (procedure) 1
Web survey link, about clicking on 1
Web templates, using to customize the user interface 1
wildcard searches
attributes and fields, about performing for 1
attributes, performing search for (procedure) 1
fields, performing search for (procedure) 1
Windows, restarting Siebel Server process 1
workflow process
activating 1
analytic adapter components 1
analytic adapter data table, adding to 1
Workspace box, removing expressions from 1
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Siebel Marketing Guide Published: 23 June 2003 |