Bookshelf v7.5: Creating and Executing Campaigns

Siebel Partner Relationship Management Administration Guide > Managing Marketing > Marketing to Partners >

Creating and Executing Campaigns

Campaigns are the key method of marketing to partners or to customers. You create campaigns with specific goals, such as introducing a new product, and offers that are part of each campaign, such as an offer to sell the product at a discount price.

You can use the Campaign Administration screen to create campaigns that are specifically targeted to your partners, create offers and associate them with the campaign, create a prospect list that consists of prospective or existing partners, and send the offers to the prospects through a variety of channels: direct mail, fax, email, web, phone, or newsletter.

For example, if you are launching a new product line and want existing resellers of other product lines to sign up as resellers of this new line, you might go through the following process:

Create a new campaign. Navigate to the Campaign Administration screen, add a new record, and enter information describing the campaign.

Add contacts to the campaign. Determine which partners you want to receive the campaign, and add them to the campaign's contact list, or use list management to import a list of prospective partners.

Create an offer for the campaign. Determine how you want the partners to get the news about this product launch, and navigate to the Offers screen and create an appropriate offer. For example, if you want to contact the partners by email, create an email offer and associate literature (such as a brochure and price list) with the offer. The email can also have a hyperlink to the Siebel Partner Portal, where they can find out more about the new product line and sign up as resellers.

Execute the campaign. The email is sent, and partners will respond if they are interested.

Create a follow up campaign. To follow up the email campaign, you might plan an event for partners to attend if they have signed up as resellers of this product. You could create and execute this follow up campaign as you did the initial campaign, except that the contacts are only the partners who have signed up as resellers and the campaign is a phone campaign, so it is executed by your call center. Creating the follow up campaign requires Siebel Marketing.

For more information about campaigns, see Siebel Marketing Guide.