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Developing eNewsletter Rules

The eNewsletter Rules view allows you to set up rules to determine which customers see each section of your eNewsletter. The Rules list displays the rules created for any eNewsletter section. Fields displayed include Name and Description. The conditions list displays conditions for the rule selected in the Rules list.

To create an eNewsletter rule

  1. From the application-level menu, choose View > Site Map > Offers > eNewsletter Rules.
  2. In the Rules list, create a new record.
  3. Complete the fields, typing a name and description for the rule.

To create a condition for an eNewsletter rule

  1. From the application-level menu, choose View > Site Map > Offers > eNewsletter Rules.
  2. In the Rules list, select the rule.
  3. In the Conditions list, create a new record.
  4. Complete the Conditions fields.
    1. Type a new value in the Sequence field if you want to modify the sequence of the rule.

      2. The Sequence field determines the order in which a condition is evaluated for a specific rule. For example, a condition with a sequence of 2 is evaluated before a condition with a sequence of 3.

    2. Click the Field select button.
    3. In the Business Component Fields dialog box, select a field from the contact or prospect list of fields and click OK.
    4. Choose a Comparison operator from the list.

      5. Options are =, >, <, <>, LIKE, NOT LIKE, >=, <=.

      An example would be Account Location (business component field) = (comparison operator).

    5. Type the value to be compared, using wildcards if needed.

      6. For example, CONTACT HOME PHONE NUMBER LIKE 415*.

    6. Choose AND or OR from the Next: list to set inclusion or exclusion criteria for the next condition evaluation.

      7. For example:

      Condition1: Contact Job Title LIKE *Manager* OR

      Condition 2: Contact Job Title LIKE *Vice* OR

      Condition 3: Contact Job Title LIKE *CEO*

      NOTE:  The rules criteria are case sensitive.

  5. When you have finished defining a condition, save the record.

    6. NOTE:  You should create rules to cover all possible scenarios, including null values for the field. During the execution process, if a value is null the recipient may receive a blank email.


 Siebel Marketing Guide 
 Published: 23 June 2003