Siebel Marketing Guide > Previewing and Generating Lists >

Manually Loading a Campaign (Generating a List)

The following procedure explains how to manually generate a list from the Program Flow view. When you manually load a campaign, the scheduled task will not appear in the program's Schedule calendar view. For more information, see Using the Schedule Calendar View.

For information about loading a campaign (generating a list) automatically, see Launching Programs and Campaigns.

To generate a list

  1. From the application-level menu, choose View > Site Map > Programs > My Program Plans.
  2. In the Program Plans list, select the program.
  3. Click the Program Flow view tab.

    4. The Program Flow workspace appears, containing stage, segment, and campaign objects.

  4. In the Program Flow workspace, select the campaign plan object, right-click, and choose Load Campaign from the menu.
  5. In the Manual Execution - Load Campaign dialog box, select the campaign name. If there are no campaign names, click Submit.

    6. Loading a campaign plan creates the campaign record and links it to the selected stage occurrence.

    NOTE:  To generate the list at a later time, adjust the displayed date and time in the Manual Execution - Load Campaign dialog box.

  6. Click Submit to queue the server task.

To check the status of the server task

  1. From the application-level menu, choose View > Site Map > Server Administration > Components.
  2. Locate the Marketing Server task state.

    3. The task state should be running, and the status field should contain the stage identifier and Counter List.

  3. When list generation completes, the status field should read Completed.

 Siebel Marketing Guide 
 Published: 23 June 2003