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Associating Literature with Offers

Literature about the products or services offered during a campaign can be associated with a campaign offer using the Literature view tab in the Direct Mail, Media, Phone, and Fax Offer views. To add attachments to email offers, see Adding Attachments to Email Offers. To add attachments to eNewsletter offers, see Adding Attachments to eNewsletter Offers.

You can associate literature items, such as white papers, presentations, brochures, advertising material, and product specifications with your offer to create a specialized library of information. You can use this library when reviewing details of offers that are being reused in current campaigns.

In addition, a call center agent can view the literature while executing the campaign. The agent can also include literature items with faxes, email messages, or correspondence sent to a contact. Literature items are automatically included when you create a new correspondence record for a contact.

Before you can select literature to associate with an offer, you must add the literature items to the Literature screen's All Literature Across Organizations list. For more information about adding literature that you can associate with your offers, see the chapter about literature in Applications Administration Guide.

Use the following procedure to associate specific literature items with your offers.

To associate a literature item with an offer

  1. From the application-level menu, choose View > Site Map > Offers > All Offers.
  2. From the Show drop-down list, select the appropriate offer type.
  3. In the Offers list, select the offer and click the Literature view tab.
  4. In the Literature list, create a new record.
  5. In the Literature form, click the Name select button.
  6. In the Pick Literature Item dialog box, select the literature and click OK.

 Siebel Marketing Guide 
 Published: 23 June 2003