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Siebel Marketing Guide > Launching Programs and Campaigns > Tracking Program, Stage, and Campaign History >
Selecting an Occurrence
When you load or launch a campaign plan or program plan, you must know which campaign or program to select in the dialog box, especially if your marketing program is multistage and recurring. In most cases, the occurrence you want will be the most recent occurrence record. But in some cases, you will need to find the correct record in the dialog box list of program and campaign occurrences.
Table 76 shows a sample multistage program in which stages are set to occur every 45 days and occurrences are associated with the stage.
- In program 1, an offer is sent to contacts—new customers—who qualify for a campaign. During Stage 2, those that responded are sent a Welcome package.
- In program 2, a repeat cycle, an offer is sent to new customers who are different from those in Program 1, but Stage 1 of program 2 is set to begin before Stage 2 of program 1.
Which program record do you choose if Stage 2 in program 2 produces an error message and needs to be relaunched?
When in doubt, choose the parent occurrence. In this case it is Stage 1 of program 1. In most cases, it will be the latest program or stage occurrence in the dialog box, but, as shown in the example in Table 76, the occurrence you need may be located further down the list.
If you have a multistage, recurring program and you are not sure you will be able to find the parent stage occurrence when you load a campaign, navigate to the stage occurrence record and rename it to something you will recognize, such as Execute Stage 1.
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Siebel Marketing Guide Published: 23 June 2003 |